Tag Archives: SCMP

Winston Ma Commented on Didi Chuxing Delisting Plan in SCMP Interview

Winston Ma

In a recent SCMP interview, Winston Ma, Author of The Hunt for Unicorns, comment on the possible next step after Didi Chuxing has delisted from NYSE. “If the proposed IPO rule can be finalised and released soon, Didi may be able to start its Hong Kong listing, or offshore elsewhere, later this year under the […]

Dr Andy Xie SCMP Article: Ukraine crisis could spell a drawn-out war that will hit financial speculators hard

Dr Andy Xie

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 […]

Dr Andy Xie shared his insights on the possible impact of conflicts over Taiwan and Ukraine on the global economy in recent SCMP article

Dr Andy Xie

Dr Andy Xie shared his insights on the possible impact of conflicts over Taiwan and Ukraine on the global economy in recent SCMP article Gist: Financial markets seem in denial as China and Russia seek to roll back US dominance and reassert their own sphere of influence Any military confrontation would be a shock to […]

Dr Andy Xie: How US inflation spiral could tip superpower rivalry in China’s favour

Dr Andy Xie

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 […]

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: 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 […]

Lijia Zhang: China’s ‘996’ overwork culture show how vulnerable tech workers have become

Lijia Zhang

Lijia Zhang, author of Socialism is Great, opined that the Chinese government should step in to protect workers, end the 996 regime endemic in tech giants, and stop capitalism in its coldest form from being practised in socialist China. What happened was the invasion of market economy and cold-hearted capitalism. Reforms led China’s labour system […]

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 […]

Edith Yeung – Insights on Internet Use in China, US-China Trade and Investment and More

Edith Yeung

Here is the recent interview of Edith Yeung about internet use in China, US/China trade and investment, and the 2020 China Internet Report which Edith recently released in partnership with the South China Morning Post. Edith Yeung is a general partner at Race Ventures, an early/mid-stage venture capital firm. She has also been an operating […]


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