Tag Archives: economics

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: China’s future depends on it getting its microeconomics right

Dr Andy Xie

In a recent opinion piece for the South China Morning Post, Dr Andy Xie shared why he believes that  business in China must change in order to prosper. Here are some highlights: Chinese consumers are generally in good financial shape. The turn away from pursuing property for speculation can only mean a huge improvement in […]

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 […]

Michele Wucker Spoke in Italy and Launched he Italian Edition of The Gray Rhino

Michele Wucker

Michele Wucker was invited to speak at the ANIMA’s conference at Il Salone del Risparmio and also launched the Italian edition of The Gray Rhino at the event. We are most grateful for the kind invitation and hospitality by ANIMA and also the great work of Michele’s publisher ROI Ediziones for the launch. Michele Wucker is […]

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

Dr 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. Key messages: China has the supply chains, better tech and cheaper costs that keep on falling Trade barriers would only force the world into two prices for […]

Winston Ma 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 China at Investor Summit, on Wrangling Global Financial Fragility Gray Rhinos Post-Covid

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 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 […]

Winston Ma Speaking at MWC Barcelona 2023, on Building The Cryptocurrency, Privacy, And Security Foundations Of The 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., […]

Winston Ma: Challenges in the era of connected things

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 […]

Winston Ma: Blockchain and Web3 – Building the Cryptocurrency, Privacy, and Security Foundations of the Metaverse

Winston Ma

Winston Ma, co-author of “Blockchain and Web3: Building the Cryptocurrency, Privacy, and Security Foundations of the Metaverse” and contributor to “The China Questions 2” shares his findings about recent developments in blockchain technology and US-China relations, in his recent keynote. Winston Ma is an investor, attorney, author, and adjunct professor in the global digital economy. He […]