Andy Xie
Andy Xie
Andy Xieis an independent economist based in Shanghai, and the former Morgan Stanley star chief Asia-Pacific economist famous for his contrarian and provocative views. He left Morgan Stanley abruptly in October 2006 when an internal email that he penned was leaked. He derided Singapore as a money laundering centre for Indonesia, and the ASEAN group of nations as a failure...
entry following growth past strong surprising three
This should not be surprising after the exceptionally strong growth of the past three years, following China's entry into the WTO,
concerns currently dependent growth leading sentiment wealth
Korea's consumption growth is currently very much dependent on sentiment and unanticipated wealth gains, leading to concerns about the sustainability of consumption recovery.
due further growth oil percentage point rates rises
Growth rates could decelerate by another 1 percentage point due to further rises in oil prices.
cannot capacity countries growth increase inflation investment
These countries are still pro-growth. But without investment to increase capacity and keep inflation down, you cannot keep growth going.
delicate doubt growth oil question strongest
There's no question that oil is the strongest headwind for growth now. This is a very delicate moment, no doubt about it.
growth
If growth in the U.S. slows significantly, all of Asia's exporters will feel it.
boom borrowed chinese due economy excess five growth last rapid slow
The Chinese economy has started to slow due to excess capacity. The rapid investment-led boom of the last five years has borrowed growth from the future.
boom disneyland opening prolong year
The opening of Disneyland this year could prolong the boom for another two years.
economy grown lending pace reason
The reason why the economy has grown at this pace is because of the banks' lending terms. If they don't want to economy to grow so much, they need to tighten their lending terms.
knows
We're going down to the bottom. No one knows where that is.
adjustment decline either percent prices property recession several slow
Either you have a big adjustment like a 20 percent or 30 percent decline, or you have a big recession or you have a slow decline in property prices or several years of no growth.
riding scared tiger
The government's riding a tiger and they are scared of getting off.
capital economies market relative sector telling tiger
What the market is telling the Tiger economies is that they have too much capital in their tradeable sector relative to their competitiveness.
based capital demand depends excessive fund future india investment optimism poorer version
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.