In a recent SCMP opinion piece, Dr Andy Xie talked about why he believes that China is becoming the Saudi Arabia of the 21st century. Here are some highlights: As new energy vehicles and solar power spread around the world, the demand for hydrocarbons is likely to decline outside China. The Global South could bypass fossil fuel-led economic […]
Tag Archives: Banking
08
Nov
Nov
In this recent SCMP article, Dr Andy Xie discusses how the U.S. Federal Reserve’s monetary policies have contributed to a financial crisis akin to an “opioid crisis” in the West. Dr Xie argues that the Fed’s low-interest rates and quantitative easing have created an environment of excessive liquidity, leading to asset bubbles and unsustainable debt […]
Asia, China, Insights, Media, Speakers
Dr Andy Xie SCMP Article: A US$1 trillion property bailout is the last thing China’s economy needs
15
Oct
Oct
In a recent SCMP opinion piece, Dr Andy Xie spoke about why he believes to ensure prosperity, it’s wisee to invest in China’s green tech and harness global talent Here are some highlights: The green transition is China’s greatest opportunity. It can show the world how to meet climate challenges economically, expanding market opportunities for […]
Asia, China, Insights, Speakers
Winston Ma on CNBC Interview: For China’s AI players, 2024 is a ‘Year of Small Models,’ Due to US Sanctions
09
Oct
Oct
In his recent CNBC interview, Winston Ma, adjunct professor of law at the New York University School of Law, says because of U.S. sanctions, China’s artificial intelligence players are facing issues with their financing and computing capabilities, forcing them to focus on the commercialization and application of large language models rather than the models themselves. […]
28
Aug
Aug
In a recent SCMP article, Andy Xie opined that as the US steps up support for national industries and expands tariffs on China, its high-income allies could lose their pricing power. Here are some highlights: Restrictions on China’s access to the equipment needed for making chips are perhaps the best illustration. They shrink the market […]
Asia, China, Europe, Insights, Media, News, Speakers
Dr Andy Xie SCMP Article: China must respond to Biden’s new tariffs with an eye on Europe
05
Jun
Jun
Dr Andy Xie‘s latest opinion piece for SCMP posits that China should hit US cars with stiff tariffs to send a warning signal to Brussels. Here is a snippet from his informative take on the matter: However, China should not respond to Biden’s tariffs by restricting exports of materials or equipment that the US green […]
Asia, China, Insights, Speakers
Dr Andy Xie SCMP Article: Why China will focus on technology but muddle through on policy at NPC meeting
28
Feb
Feb
In a recent SCMP article, Dr Andy Xie shared his insights on the upcoming NPC meeting. He foresees the policymakers focusing on tech developments and attempts to make domestic firms the core of supply chain Some quotes: “China has taken the easy path in its development. There are four pieces to China’s growth story. The […]
Asia, China, Insights, Speakers
Dr Andy Xie SCMP Article: A bright idea for China: jump-start the economy with solar power push
30
Jan
Jan
In a recent article for South China Morning Post, Dr Andy Xie opined that if China must use stimulus, it should allocate around 3 per cent of GDP a year to boosting solar energy, in order to help the country become energy and food independent Here are some highlights: This is likely to be another tough year […]
Asia, China, Insights, Speakers
Dr Andy Xie SCMP Article: A booming US economy and a Chinese crash is not likely
15
Dec
Dec
In his recent SCMP article, Dr Andy Xie opined that China is using its downturn to deflate bubbles and raise productivity while the US is doing the opposite – feeding the Bernanke bubble and hoping for an AI cure for falling productivity. Therefore, China’s economy is more sustainable than commonly believed. China’s economy has been […]
Asia, China, Insights, Speakers
Dr Andy Xie SCMP Article: The US dollar super bubble may finally be popped – by the Israel-Gaza war
05
Dec
Dec
Dr Andy Xie, economist, shared his insights that the US dollar super bubble may finally be popped, by the Israel-Gaza war, in his recent article in SCMP. Here is an excerpt: The massive distortions in the global monetary system, which drives financial bubbles, come from the yuan-dollar peg. When China adopted the export-led development model […]
Asia, China, Insights, Media, News, Speakers
Dr. Andy Xie SCMP Article: When it comes to prices, what happens in China stays in China
21
Sep
Sep
In a recent SCMP article Dr Andy Xie opined that inflation will last for as long as confidence in the US dollar holds and that disinflation in China won’t help to moderate price rises in the rest of the world, as long as the drivers of inflation hold strong. Here are some highlights: The rising paper […]
Asia, China, Insights, Media, Speakers
Dr Andy Xie: China must not panic over deflation and reinflate a bubble
07
Sep
Sep
In a recent SCMP article,Dr Andy Xie opined that China’s current challenges are the result of misallocation of resources in its boom years; the troubles in the property sector are a symptom of this, not the cause. Further more, he believes that competition and productivity are the main forces behind today’s deflationary pressure, and this is […]
Asia, China, Insights, Media, News, Speakers
Dr Andy Xie Opined: Without reforms, China can still afford the time to muddle through its economic problems
24
Jul
Jul
In a recent SCMP article, Dr Andy Xie opined that without reforms, China can still afford the time to muddle through its economic problems. Here is a quick summary and some highlights: China won’t reach for harsh reforms, choosing instead to gently deflate its property bubble and absorb overcapacities as it waits for demand to […]
Asia, China, Insights, Media, Speakers
Dr Andy Xie SCMP Article: China’s lead in electric vehicles is unassailable – the Global North simply can’t compete
09
Jun
Jun
In a recent article for the South China Morning Post, Dr Andy Xie opined that China’s lead in electric vehicles is unassailable – the Global North simply can’t compete. Here is an excerpt: Within five years, China’s car market is likely to mostly comprise sales of EVs. The impact of this on global carmakers that have […]
Asia, China, Events, Insights, Speakers
Dr Andy Xie Spoke about macro-economic outlook at a Conference in Tokyo
05
May
May
Dr Andy Xie, renowned Chinese economist, was recently invited to an incentive conference in Tokyo, to share his insights on macro-economic outlook of China and Hong Kong, with a group of financial services top achievers. Dr Andy Xie 謝國忠 is a renowned Chinese economist based in Shanghai who has been named one of the “50 Most Influential […]
Asia, China, Insights, Media, Speakers
Dr Andy Xie: Fallout of US-China chip war could be global overcapacity across industries
17
Apr
Apr
Dr Andy Xie, in his latest SCMP article, warns that the ongoing chip war between the US and China could have a global fallout, resulting in overcapacity and price wars across industries. China’s push for semiconductor self-sufficiency could lead to an oversupply of chips and lower prices. He further suggests that if China faces obstacles […]