Tag Archives: SCMP

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 […]

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

Lijia Zhang

In a recent opinion piece for South China Morning Post, Lijia Zhang shared why she believes dealing with the issue of the China’s wealth inequality is vital to achieving the country’s common prosperity goal. Here are some quotes: The structural flaws inherent in China’s political system – from state-controlled capitalism to corruption – have all […]

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 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: 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: 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 […]

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 […]

Dr Andy Xie: The US-China technology war is about to burst the tech bubble

Dr Andy Xie

In his recent article published in SCMP, Dr Andy Xie, renowned economist warned that the US-China technology war is about to burst the tech bubble. China is an economy that overinvests, while the US overconsumes: a marriage of convenience allowed these two one-legged individuals to lean on each other and keep their balance. But as […]

David Gething Cycled Iceland’s Coastline for ‘fun’

David Gething

Post Magazine of South China Morning Post recently published an article on Dr David Gething‘s Iceland cycling adventure. It is a normal fun trip for David, but crazy for many… When Dave “Relentless” Gething (the Hong Kong-based veterinarian who won the 2015 World Marathon Challenge, in which competitors must complete seven marathons in seven days on […]

Chi-wai Lai Interviewed on his Motivational Comeback Story

Chi-wai Lai

South China Morning Post (SCMP) recently featured an interview with “King of Lion Rock” Chi-wai Lai on his epic comeback story. Here is a brief excerpt: In 2014, when Lai was selected as one of Hong Kong’s 10 most outstanding people, he announced his plan to climb Lion Rock – something that many thought was impossible. On December 9 […]