In this recent SCMP article, Dr Andy Xie discusses how the U.S. Federal Reserve’s monetary policies have contributed to a financial crisis akin to an “opioid crisis” in the West. Dr Xie argues that the Fed’s low-interest rates and quantitative easing have created an environment of excessive liquidity, leading to asset bubbles and unsustainable debt […]
Tag Archives: South China Morning Post
28
Aug
Aug
In a recent SCMP article, Andy Xie opined that as the US steps up support for national industries and expands tariffs on China, its high-income allies could lose their pricing power. Here are some highlights: Restrictions on China’s access to the equipment needed for making chips are perhaps the best illustration. They shrink the market […]
Asia, China, Speakers
Dr Andy Xie SCMP Article: China’s future depends on it getting its microeconomics right
30
Apr
Apr
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 […]
Asia, China, Insights, Speakers
Lijia Zhang SCMP Article: Why fixing inequality is central to China’s common prosperity goal
20
Mar
Mar
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 […]
Asia, China, Insights, Speakers
Dr Andy Xie SCMP Article: Why China will focus on technology but muddle through on policy at NPC meeting
28
Feb
Feb
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 […]
Asia, China, Insights, Speakers
Dr Andy Xie SCMP Article: A bright idea for China: jump-start the economy with solar power push
30
Jan
Jan
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 […]
Asia, China, Insights, Media, News, Speakers
Dr. Andy Xie SCMP Article: When it comes to prices, what happens in China stays in China
21
Sep
Sep
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 […]
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, 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 shared his insights on the possible impact of conflicts over Taiwan and Ukraine on the global economy in recent SCMP article
05
Jan
Jan
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 […]
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 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 […]
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 […]