49 Quotes by Andy Xie

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.

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.

If the CNY revaluation story loses steam, Hong Kong's interest rate could rise by over 100 bps soon.

Growth rates could decelerate by another 1 percentage point due to further rises in oil prices.

I think that the soft or hard landing debate is misleading. Financial markets usually have hard landings regardless of how an economy lands.

Korea's consumption growth is currently very much dependent on sentiment and unanticipated wealth gains, leading to concerns about the sustainability of consumption recovery.

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.

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.

The answer, I believe, is that there are too many oil traders engaging in oil price speculation. They will likely keep prices up until an oil market collapse. That day is not too far away, I believe,