Tag Archives: Dr. Andy Xie

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

Dr Andy Xie

In a recent SCMP article, Dr Andy Xie opined that China has a much better chance of nudging the EU on free trade. Here are some highlights: However, China should not respond to Biden’s tariffs by restricting exports of materials or equipment that the US green tech industry needs. Sure, this would hamper the Inflation […]

Dr Andy Xie: 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 believes that the policymakers are likely to continue 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 […]

Dr Andy Xie: China should consider jump-start the economy with solar power push

Dr Andy Xie

In a recent article for South China Morning Post, Dr Andy Xie tackled how solar energy could be helpful for China’s economy. Here are some highlights: This is likely to be another tough year for China’s economy. The path forward is to focus on productive and competitive economic activities. If stimulus is pursued, it should go into […]

Dr Andy Xie SCMP Article: A booming US economy and a Chinese crash? Think again

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: The US dollar super bubble may finally be popped – by the Israel-Gaza war

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: 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: 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 return […]

Dr Andy Xie shared in latest SCMP article: 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 […]

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

Dr Andy Xie

Dr Andy Xie, 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, […]

Dr Andy Xie: 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 SCMP Article: How China’s coal crisis exposes the hypocrisy of the West’s carbon footprint

Dr Andy Xie

In a recent SCMP article, Dr Andy Xie discussed China’s coal crisis and 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 hand out money to people during the […]

Dr Andy Xie: 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: From towering debt to bitcoin’s boom, why 2021 is the year of living dangerously

Dr Andy Xie

In his most recent SCMP opinion piece, independent economist Dr Andy Xie discussed why 2021 is the year of living dangerously. Vaccination is unshackling major developed economies and money is flowing into real economies, sparking overheating and inflation. This may spell the end of the speculative boom in both traditional financial markets and new products […]

Dr Andy Xie shared his insights on the GameStop stock frenzy

Dr Andy Xie

Renowned independent economist Dr Andy Xie shared insights on the GameStop stock frenzy in his recent SCMP article. 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, a creation of the distorted global economy, 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 […]

Andy Xie: The real economic reforms China needs to become less dependent on exports

Dr Andy Xie

In a recent SCMP article, Andy Xie discussed China’s slowing economy and the need to implement reforms to become less dependent on exports. To find a way out of China’s political economy dilemma, there needs to be a massive rise in efficiency. If China shifts from small township urbanisation to megacity development, the money can go […]