Tag Archives: SCMP

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

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 […]

Lijia Zhang SCMP Article: Why fixing inequality is central to China’s common prosperity goal

Lijia Zhang

In a recent SCMP article, Lijia Zhang spoke about the wealth inequality in China and why fixing it is crucial to the goal of achieving common prosperity in the country. China must urgently deal with the issue of the country’s wealth inequality as letting it fester could put the goal of achieving common prosperity in […]

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 […]

Dr Andy Xie: The Federal Reserve helped create and burst the FTX crypto bubble

Dr Andy Xie

Dr Andy Xie 謝國忠 renowned economist, shared in his recent SCMP article that the Federal Reserve helped create and burst the FTX crypto bubble. The Federal Reserve’s liquidity tsunami, especially its response to the Covid-19 crisis, supercharged financial bubbles and Ponzi scams. The collapse of the cryptocurrency exchange FTX is just one of many inevitable failures, […]

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 […]


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