Tag Archives: economics

Dr Andy Xie SCMP Article: China must respond to Biden’s new tariffs with an eye on Europe

Dr Andy Xie

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 […]

Dr Andy Xie SCMP Article: China’s future depends on it getting its microeconomics right

Dr Andy Xie

In his opinion piece for SCMP, Dr Andy Xie shared insights on China’s macroeconomic stimulus and why he believes it is only a temporary boost Here is an excerpt: Chinese consumers are generally in good financial shape. The turn away from pursuing property for speculation can only mean a huge improvement in household cashflows. Since […]

Dr Andy Xie SCMP Article: Why China will focus on technology but muddle through on policy at NPC meeting

Dr Andy Xie

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 […]

Dr Andy Xie SCMP Article: A bright idea for China: jump-start the economy with solar power push

Dr Andy Xie

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 […]

Dr Andy Xie SCMP Article: A booming US economy and a Chinese crash is not likely

Dr Andy Xie

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 […]

Dr Andy Xie SCMP Article: The US dollar super bubble may finally be popped – by the Israel-Gaza war

Dr Andy Xie

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 […]

Dr. Andy Xie SCMP Article: When it comes to prices, what happens in China stays in China

Dr Andy Xie

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 […]

Dr Andy Xie: China must not panic over deflation and reinflate a bubble

Dr Andy Xie

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 […]

Dr Andy Xie Opined: Without reforms, China can still afford the time to muddle through its economic problems

Dr Andy Xie

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 […]

Dr Andy Xie SCMP Article: China’s lead in electric vehicles is unassailable – the Global North simply can’t compete

Andy Xie

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 […]

Winston Ma, Author of The Digital War, Spoke Virtually at Corporate Client Event on The Future of the Metaverse

Winston Ma

Winston Ma, an expert on digital transformation and author of “The Digital War: How China’s Tech Power Shapes the Future of AI, Blockchain and Cyberspace,” recently spoke virtually at a corporate staff event about the future of the metaverse. Presentation synopsis: The metaverse is the convergence of all new data technologies on 5G networks, from […]

Michele Wucker Keynoted in Beijing, China at Investor Summit

Michele Wucker

Michele Wucker , the author of “The Gray Rhino,” recently keynoted at an investor summit in Beijing, China, where she shared her insights on risk management and how to deal with “gray rhino” events that can have a significant impact on businesses and economies. For those who are unfamiliar, a “gray rhino” is a metaphor for […]

Dr Andy Xie Spoke about macro-economic outlook at a Conference in Tokyo

Dr Andy Xie

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 […]

Dr Andy Xie: Fallout of US-China chip war could be global overcapacity across industries

Dr Andy Xie

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 […]

Winston Ma Speaking at MWC Barcelona 2023 About BlockChain and Its Role on the Internet and Metaverse

Winston Ma

Winston Ma was invited to speak at the MWC Barcelona 2023, on Building The Cryptocurrency, Privacy, And Security Foundations Of The Metaverse. At the fireside chat session, Winston discussed with the panel the past, present, and future of blockchain and the role it will play on the internet and metaverse. Winston Ma, CFA & Esq., is […]

Winston Ma article on the impact and challenges of the IoT era published by the World Economic Forum

Winston Ma

Winston Ma shared his insights on what challenges we have to look out for now the ‘era of connected things’ has quietly arrived, in his article published by the World Economic Forum. Key insights: In China, the internet of things (IoT) has proliferated to the degree that there are now more connected things than connected […]


Deprecated: Directive 'allow_url_include' is deprecated in Unknown on line 0