Andy Xie
- Indexed articles, last 90 days
- 5
- Latest publication
- Sep 23, 2026
- Outlet visibility, for South China Morning Post
- Top 50K sites
- Earliest in this view
- Jul 9, 2026
Latest articles
Opinion | Bad money decisions are coming home to roost for the US and Japan (opens the original)
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For major economies that have relied on debt to maintain living standards since 2007, high inflation might be one way out Last week, the 10-year US Treasury yield briefly reached 5.04 per cent, the highest level since 2007, right before the global financial crisis. Bessent had tripled a Treasury buy-back operation on September 10 to US$6 billion, in an attempt to manipulate the market. He must have thought the market was a bunch of fools. How could this modest buy-back make a dent in the debt ma
Opinion | Why US sanctions threats against China aren’t credible (opens the original)
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Weaponising global payments against Beijing risks triggering a major shock at home – one America’s fragile debt and stock markets cannot afford The US talking up economic war on Iran reflects the reality that it is running out of ammunition for a hot war. The US has imposed economic and financial sanctions on Iran for decades. Now it aims to impose secondary sanctions on Iran’s trading partners. As China is Iran’s main trading partner, the US is essentially targeting China. China and the US have
Opinion | Just like with the yen, America cannot save the AI bubble (opens the original)
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The Japanese currency and US tech stocks share the same fatal problem: momentum can’t survive broken fundamentals The car industry is Japan’s last economic stronghold but neither the government nor businesses are doing enough to pivot towards electric vehicles, and Chinese competition will only grow. Unless another export industry rises in replacement, the yen can only depreciate. Energy import costs are also rising rapidly in Japan, which depends on the Middle East for 90-95 per cent of its oil
Opinion | China won’t waste its reserves to cushion oil price impact of Iran war (opens the original)
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On the contrary, conserving strategic reserves and letting prices spike in the short term may bring long-term benefits Analysts warn that sustained oil prices above US$100 risk accelerating inflation, depressing consumption and inviting recession. They have also turned their attention to China and its ability to cushion oil prices. But recent talk of Beijing withdrawing the “safety net” or “cushion” for oil prices appears to be laying the groundwork for blaming China when prices rise – which the
Opinion | US-China AI war boils down to a contest over electricity (opens the original)
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As AI models become interchangeable commodities, the contest is down to service prices – which are driven by electricity output and cost This rapid proliferation reveals the true nature of AI, whether a large language model or specifically a generative pre-trained transformer. It turns out it is not that hard to create an AI model. Hence, the value of owning a model, whether frontier or not, isn’t so high any more. As more models join the market, they will become a commodity, like steel or alumi
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Top 50K sites
For South China Morning Post, the outlet · Measured Aug 1, 2026
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