In a recent SCMP article, Andy Xie discussed China’s property bubble as it relates to a collapse in marriage rates. Here are a few highlights: The Chinese property market has been riding on this phenomenon for a decade and a half. But when even the grandparents have turned out their pockets, one simply cannot go […]
Tag Archives: chinese economy
Asia, China, Speakers
Dr Andy Xie: How the Evergrande debt crisis could force China’s hand on reforming government
12
Oct
Oct
Dr Andy Xie , renowned Chinese economist, shared his insights on how the Evergrande debt crisis could force China’s hand on reforming government, in his recent SCMP article. He argued that an Evergrande collapse would be unlikely to bring down China’s financial system, but unresolved problems could still threaten social stability. Bloated government, dependence on […]
06
Oct
Oct
In his recent Financial Times article, Dr Andy Xie, renowned Chinese economist, opined that politics trumps money in Chinese markets and even Beijing may not know whether it will be comfortable with Big Tech in the future and in what form. Perhaps the biggest threat to Beijing is that big internet companies may weaken one-party […]
Asia, China, Speakers
Dr Andy Xie: Beijing’s ‘common prosperity’ push shows how its China model is taking shape
15
Sep
Sep
In a recent SCMP article, Dr Andy Xie discussed ‘common prosperity’ in China, the future of a socialist market economy and more. Here is an excerpt: The Chinese leadership is talking about common prosperity as a policy driver. This could be a cue for those with great wealth to recycle it back into society, the […]
14
Apr
Apr
In his most recent SCMP article, Dr Andy Xie discussed the property market bubble and why he thinks that China is cooling and not deflating it. Here are some highlights: The property market isn’t liquid like the stock market. The clampdown on liquidity has hit the equity market first, because it is easier to meet […]
Asia, China, Speakers
Dr Andy Xie: Population decline could end China’s civilisation as we know it. When will Beijing wake up to the crisis?
15
Mar
Mar
In a recent SCMP article, Dr Andy Xie talked about population decline and what this means for China’s civilisation. The seeds of the crisis were sown by a development strategy that relied on cheap, plentiful migrant workers to power manufacturing and construction Now, their children don’t want to be like them – they would rather surf […]
02
Mar
Mar
In his book and presentation, “The Digital Silk Road“, China investment expert Winston Ma offers investors, entrepreneurs, and all students of international business an essential guide to China’s new economy. The Chinese market is undergoing rapid digital transformation. Based primarily on technological innovation and domestic consumption—and less on government-led capital expenditure and the import-export business—China’s […]
Asia, China, Insights, Media, Speakers
Dr Andy Xie: How property-hungry Chinese millennials and shadow banking could fuel a financial crisis
15
Dec
Dec
Millennials in China are borrowing heavily to invest in property, counting on the government to keep property prices buoyant. However, the rise of shadow banking means the government lacks the levers it has historically pulled to prevent a debt crisis. Dr Andy Xie worries that these trends will fuel a financial crisis. One critical element […]
Asia, China, Speakers
Dr Andy Xie: How a Joe Biden presidency would offer US-China relations a brief window of hope
04
Nov
Nov
Dr Andy Xie, renowned Chinese economist, opined that if Biden is elected, he will likely roll back tariffs and give China a short respite. To reset ties, however, Beijing needs to offer concrete action on tackling climate change and market reciprocity as a down payment. Here are some highlights: If Biden does win, it would […]
Asia, China, Insights, Media, Speakers
Dr Andy Xie SCMP Article: The real economic reforms China needs to become less dependent on exports
05
Oct
Oct
In a recent SCMP article, Dr Andy Xie discussed China’s slowing economy and the need to implement reforms to become less dependent on exports. To find a way out of China’s political economy dilemma, there needs to be a massive rise in efficiency. If China shifts from small township urbanisation to megacity development, the money can […]
Speakers
Andy Xie: Coronavirus lessons for China: prioritise health care and quality of life over economic growth
25
May
May
Dr Andy Xie, renowned economist, in his recent SCMP article, opined that the pandemic has shown that countries with robust health care systems could contain the spread of Covid-19 without a complete shutdown. Instead of the mindless pursuit of debt-fuelled GDP growth, China should focus on revamping its scandal-ridden health care sector. The household deleveraging […]
Asia, China, Insights, Media, Speakers
Dr Andy Xie: How the greedy ruling elite failed us, by putting profit before pandemic preparedness
13
Apr
Apr
In his recent SCMP article, Dr Andy Xie, renowned economist opined that the ruling elite has failed us, by putting profit before pandemic preparedness. The ruling class has been ignoring expert warnings of a pandemic, which resulted in the difficult situation the world is now facing. Ay attempts to align supply chains to health care […]
Asia, China, News, Speakers
Dr Shirley Yu interviewed by BBC on the CoronaVirus Impact to the Chinese Economy
07
Apr
Apr
Dr Shirley Yu interviewed by BBC on the CoronaVirus Impact to the Chinese Economy in early Feb 2020, shortly after China shut down Wuhan due to the COVID-19 outbreak. Dr Shirley Yu (于泽), is a former CCTV 9 anchor, an experienced moderator and author. She holds a PhD in Economics from Peking Univeristy and started her career […]
04
Apr
Apr
China has been hit hard by the coronavirus outbreak. The whole country was locked down for a few weeks since late Jan 2020. With the virus under control, China gradually relaxed the lockdown measures and the citizens are going back to work and going out to shop again. According to Arnold Ma, as of 21 […]
10
May
May
Prof Ann Lee thinks that it would be a mistake for America to adopt a cold-war posture toward China. She shared her insights in her new article published in Project Syndicate. American foreign-policy elites increasingly demonize China as a totalitarian state that threatens to overturn the US-led world order. This approach risks damaging the global […]
07
Nov
Nov
In recent media interviews, Dr Andy Xie, renowned Chinese Economist, predicted that the Chinese RMB may further depreciate to offset the impact of the trade war. Click the image below to watch the Dr Xie’s interview: Dr Andy Xie 謝國忠 is a renowned Chinese economist based in Shanghai who has been named one of the “50 Most […]
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