Tag Archives: Dr Andy Xie

Dr Andy Xie: How China’s coal crisis exposes the hypocrisy of the West’s carbon footprint

Dr Andy Xie

In a recent SCMP article, Dr Andy Xie talked about China’s coal crises and how it exposes the hypocrisy of the West’s carbon footprint The surging electricity demand is driven by export recovery. China is on pace to increase exports by US$700 billion this year, more than Japan’s total exports. As central banks and governments […]

Dr Andy Xie: How the Evergrande debt crisis could force China’s hand on reforming government

Dr Andy Xie

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 […]

Dr Andy Xie: Politics trumps money in Chinese markets

Dr Andy Xie

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 […]

Dr Andy Xie: Beijing’s ‘common prosperity’ push shows how its China model is taking shape

Dr Andy Xie

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 […]

Dr Andy Xie’s insights on the Trojan horse threat behind China’s tutoring and tech crackdown amid US rivalry

Dr Andy Xie

In a recent opinion piece for SCMP, Dr Andy Xie discussed the continuing China-US rivalry, how both industries are becoming more powerful and more. Here are some highlights: Beijing is cracking down on tutoring businesses in its latest move to reshape China’s economy. Internet companies have also been under scrutiny for some time. Many actions fall […]

Dr Andy Xie: Inflation is coming, and the world economy’s fate depends on the Fed

Andy Xie

In his recent SCMP article, Dr Andy Xie, renowned Chinese economist, opined that inflation is coming, and the world economy’s fate depends on the Fed. Automation has contained China’s manufacturing costs. But as the property bubble peaks, capital costs could rise. China’s manufacturing may have to raise prices. While the world expects China’s rising costs […]

Dr Andy Xie: Why China is cooling, not deflating, the property market bubble

Dr Andy Xie

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 […]

Dr Andy Xie: Population decline could end China’s civilisation as we know it. When will Beijing wake up to the crisis?

Dr Andy Xie

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 […]

Dr Andy Xie: Why the GameStop stock frenzy is likely to end in financial crisis

Andy Xie

In his recent SCMP article, renowned Chinese economist Dr Andy Xie shared insights on the GameStop stock frenzy. The drama unfolding around GameStop is a tale of the internet levelling the playing field between at-home retail investors and Wall Street. The US stock market may become as retail dominated, and as volatile, as the Chinese […]

Covid-19 market bubbles cannot last

Dr Andy Xie

Dr Andy Xie, renowned economist, opined that despite the Fed’s best efforts, such asset bubbles cannot be sustained. Could political instability in the US be the shock that deflates the bubbles? A bubble usually ends with a shock, such as an accounting scandal or rising interest rates. So much helicopter money may indeed lead to […]

Dr Andy Xie: China joins other governments in seeking the dark side of big tech. Or has it?

Dr Andy Xie

Dr Andy Xie, renowned economist, in his recent SCMP article, shared that the world is just waking up to the reality that tech businesses want to make money above anything else, like other companies. However, in China, it’s government backing that has allowed tech monopolies to develop and thrive in the first place. Is China […]

Dr Andy Xie: How property-hungry Chinese millennials and shadow banking could fuel a financial crisis

Dr Andy Xie

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 […]

Dr Andy Xie: How a Joe Biden presidency would offer US-China relations a brief window of hope

Dr Andy Xie

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 […]

Dr Andy Xie SCMP Article: The real economic reforms China needs to become less dependent on exports

Dr Andy Xie

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 […]

Dr Andy Xie SCMP article: The US-China technology war is about to burst the tech bubble

Dr Andy Xie

In his recent article published in SCMP, Dr Andy Xie, renowned economist, warned that the US-China technology war is about to burst the tech bubble. China is an economy that overinvests, while the US overconsumes: a marriage of convenience allowed these two one-legged individuals to lean on each other and keep their balance. But as […]

Dr Andy Xie: How the US Federal Reserve created a financial opioid crisis in the West

Dr Andy Xie

In his recent article in SCMP, Dr Andy Xie opined that how the US Federal Reserve created a financial opioid crisis in the West. Nowadays it is popular on both the left and right to blame China for the US’ woes. The Fed is even more at fault. It gave the West a painkiller. The […]


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