Andy Xie

Europe has an enormous productive capacity, Greece included. Debt introduces a money distribution problem that becomes a flashpoint during periods of economic weakness because the inability of large debtors to pay imperils both the debtor,…

The Chinese foreign reserve accumulation is really about the exchange rate peg. As long as the Yuan's dollar peg remains near present levels, the current account imbalance will result in an accumulation of dollar reserves. Former Morgan…

On the back of 10+% growth in 2010, it is now apparent that China has a burgeoning inflation problem. A whole confluence of factors may come into play here. A labour shortage in China, food price inflation, and out of control money supply…

Fortune recently did a story on Jim Chanos called "Chanos vs. China" which warrants reading.  Below is the associated video in which you can hear Chanos making the bearish case for China. Chanos is the most unapologetic and…

Recently I pointed to some comments by Andy Xie which indicated he was taking a less apocalyptic stance toward the Chinese property market. It was difficult to discern how much of a climb down this was for the China bear. But, judging from…

I don't know exactly what to make of Andy Xie's quote near the end of this first CNBC video below. He says "It's not crashing like I expected in 2012," referring to the Chinese housing market. Is Xie saying: A. The crash is not…

Here's Andy Xie spinning his inflation tale of woe. He thinks western stimulus is not creating demand or inflation in the west but stoking inflation in emerging markets, causing them to overheat. Take a look. I have made a similar…

A bartender at my neighborhood pub recently asked me how the Shanghai stock market was performing. I said it was at about 2,600 points. He jumped and said, “No! The Communist Party wouldn’t let that happen.” He spent the next 10…

Xie believes the Chinese economy is in no near-term threat. But he does see problems down the line because of a property bubble. He recommends even more monetary tightening to reduce the ill effects of this bubble. Xie comments on the U.S.…

The well-regarded and surprisingly independent Beijing-based media outlet Caijing is no more. The site is up, but the content is frozen in time, nothing having been written since early November. Happily, Caijing editor Hu Shuli has now…