53 ordspråk av Andy Xie

Andy Xie

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If only the world remains wedded to free trade, there seems to be nothing to prevent China's export juggernaut from continuing to rumble on.

[Even developed, energy-efficient economies like Japan and South Korea are feeling oil's bite. Growth in Korea is likely to be at least 20% below what the Ministry of Finance and Economy was targeting at the beginning of the year, economists estimate. In Japan, $60 oil for 12 months could shave half a percent off GDP growth in an economy that had recently begun to perk up, according to Reiji Takeishi, a senior fellow at the Fujitsu Research Institute in Tokyo. The oil-price hikes so far, estimates Morgan Stanley economist Andy Xie, mean the Asia-Pacific region is spending 1.2% more of its total GDP on oil imports than it did last year.] There's no question that oil is the strongest headwind for growth now, ... This is a very delicate moment, no doubt about it.

The opening of Disneyland this year could prolong the boom for another two years.

probably the most appropriate currency policy for China.

Over the next two decades, one of the two deltas will become the pre-eminent leader in China's economy, ... The YRD has the advantage in geography.

Chinese tourism was the factor that kept Hong Kong from recession,

What the market is telling the Tiger economies is that they have too much capital in their tradeable sector relative to their competitiveness.

I believe that the current dollar adjustment is cyclical.

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