53 ordspråk av Andy Xie

Andy Xie

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en I think that the soft or hard landing debate is misleading. Financial markets usually have hard landings regardless of how an economy lands.
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en In particular, if another Bush government moves on to Iran, then oil prices would go very high and really threaten China's economic development.
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en Then there would be competition for capital. Investors couldn't rely on companies for short-term gains.
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en About two-thirds of the country's earnings are obtained from government investment and exports, which won't reach the common people.
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en I experienced the effect firsthand on my return flight from London to Hong Kong last weekend, ... There were three passengers in my cabin -- a 10 percent occupancy rate at best. Hong Kong's restaurants are mostly empty. It is difficult to enjoy a meal with masked waiters tiptoeing around in silence. If you want to frighten people in Hong Kong, just sneeze.
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en There's no question that oil is the strongest headwind for growth now. This is a very delicate moment, no doubt about it.
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en If growth in the U.S. slows significantly, all of Asia's exporters will feel it.
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en I experienced the effect firsthand on my return flight from London to Hong Kong last weekend. There were three passengers in my cabin -- a 10 percent occupancy rate at best. Hong Kong's restaurants are mostly empty. It is difficult to enjoy a meal with masked waiters tiptoeing around in silence. If you want to frighten people in Hong Kong, just sneeze.
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en Overseas Chinese control, by my estimate, $2 trillion of liquid assets that can be mobilized instantly to punt on anything from European football games to Shanghai property. This source of money is both the boon and the bane of China's economic development.
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en Growth rates could decelerate by another 1 percentage point due to further rises in oil prices.
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en China's investment demand is based on excessive optimism about the future. India depends on capital inflow to fund its consumption-led growth, like a poorer version of the U.S.
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en China's investment demand is based on excessive optimism about the future. India depends on capital inflow to fund its consumption-led growth, like a poorer version of the US.
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en When two countries agree to work together, there's no need to pin down details at the highest level. It's different between China and the United States... because it's difficult for these two countries to work together.
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en If the CNY revaluation story loses steam, Hong Kong's interest rate could rise by over 100 bps soon.
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en These countries are still pro-growth. But without investment to increase capacity and keep inflation down, you cannot keep growth going.
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Linkene lenger ned har ikke blitt oversatt till norsk. Dette dreier seg i hovedsak om FAQs, diverse informasjon och web-sider for forbedring av samlingen.



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