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 […]
Tag Archives: Dr Andy Xie
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 […]
Asia, China, Speakers
Andy Xie: China’s property sector must downsize if there aren’t enough marriages to save it
04
Oct
Oct
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 […]
Asia, China, Europe, Insights, Speakers
Dr Andy Xie SCMP Article: Ukraine crisis could spell a drawn-out war that will hit financial speculators hard
22
Mar
Mar
Dr Andy Xie, renowned economist, opined that Ukraine crisis could spell a drawn-out war that will hit financial speculators hard. With no swift resolution to the Ukraine war in sight and a risk of the conflict spreading, markets must wake up to the reality of massive energy and food supply shocks. The likelihood that financial […]
Asia, China, Speakers
Dr Andy Xie: How US inflation spiral could tip superpower rivalry in China’s favour
17
Dec
Dec
Dr Andy Xie, in his recent article published in SCMP, opined that: China’s financial system could soon be strong enough to withstand a stronger yuan, leaving the US vulnerable to a currency shock Floating the renminbi could tip the US deeper into inflation and turmoil while giving Beijing free rein in international affairs China is […]
Asia, China, Speakers
Dr Andy Xie: How China’s coal crisis exposes the hypocrisy of the West’s carbon footprint
25
Oct
Oct
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 […]
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 […]
Asia, China, Speakers
Dr Andy Xie’s insights on the Trojan horse threat behind China’s tutoring and tech crackdown amid US rivalry
19
Aug
Aug
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 […]
Asia, China, Speakers
Dr Andy Xie: Inflation is coming, and the world economy’s fate depends on the Fed
07
Jun
Jun
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 […]
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 […]
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