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 […]
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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, 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 […]
We are delighted to announce that Dambisa Moyo, renowned economist, will be in Asia in November 2013. Moyo is the author of best seller “Winner Take All – China’s Race for Resource and What it Means for the World”, and she has been named by Time Magazine as one of the “100 Most Influential People […]
We are delighted to announce that Dambisa Moyo, renowned economist, will be in Asia in November 2013. Moyo is the author of best seller “Winner Take All – China’s Race for Resource and What it Means for the World”, and she has been named by Time Magazine as one of the “100 Most Influential People […]