Preparing for Pain and Gain in Western Sydney - Parramatta

Seminar: Wednesday 20 March 2019 | Parramatta

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Latest News

Chinese wealth impact on Australia

The impact of Chinese wealth on Australia will be a focus at my Crazy Rich in a Trumpian World seminar, sponsored by Deloitte, 12 March in Melbourne.   Discussion points from my co-speaker, Tim Cheung, co-founder of a China focussed hedge fund, and myself, will...

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Pain and gain. The fast and the furious.

Get ready for fast and furious times as geopolitics, infrastructure capex, Chinese capital changes, and a property downdraft generates esoteric opportunities and challenges. Below is my partial list of China-factors that will impact business and investment portfolios...

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US-China tensions have ratcheted further

What’s different this time is that a recent speech by US Vice President Pence, summarising a litany of China’s alleged violations on nearly everything, was a cold hard view from the US political establishment, rather than from the flamboyant outsider President Trump....

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Our newsletter explores the following themes

  • The growth and power of China’s ultra-HNW is greater than the late-1800s US ‘robber barons’ and the UK taipans & industrialists of the mid-1800s
  • However, the angst generated is similar (for their ruthlessness, power, & moral ambiguity, whether real or perceived), until time and philanthropy turns them into ‘high-society.’
  • China’s HNW will become stronger global forces as the ‘China Dream’ eventuates. Their money will influence asset values and popular culture in the West
  • Volatility is part of this disruption. The US suffered its Great Depression during its rapid global ascendency in the 1900s
    China’s 1-party rule AND the acceleration of technology voids comparisons to the rise of the ‘democratic West’ in the 1800s and 1900s. We are in uncharted waters when analysing China’s rise.
  • China’s society and economy is changing rapidly. The anti-corruption & anti-extravagance crackdown, the move towards mass entrepreneurship & innovation, the focus on a consumption-led economy, and the reformation of Chinese societal values makes for interesting times.

We search the globe to produce insights on ‘China Disruption’

Our challenge, as collators and synthesisers of information from multiple sources, are:

  • Information overload on China is increasing. What to include & what to leave out?
  • Biased reporting (either pro or anti -China) needs to be reassessed
  • Stories that depict extreme examples as the norm needs to be recalibrated
  • Popular media often write emotive & passionate stories to evoke stronger reader responses (to increase readership and revenues), sometimes at the expense of accuracy. We remove the emotion and add insights so that the information is useful rather than passionate (making for dull reading…so our apologies in advance)

We look forward to staying in touch and informing you via our complimentary newsletters of the opportunities from the ‘China Disruption’ investment theme.

Past Event Sponsors

Crazy Rich Asians in a Trumpian World | 22 October 2018

Deloitte

Queensland Opportunities from Aus-China Investment: Seminar – Lunch | 23 November 2017

HLB Mann Judd

Aus-China Property Developers, Investors and Financiers Lunch | 20 November 2017

White & PartnersLefand GroupCBD CoreAusinDoltone Group

WA Opportunities from Aus-China Investment: Seminar | 4 October 2017

Clayton UtzHLB Mann JuddEuroz

Aus-China Film Investment Conference | 4 September 2017

HLB Mann Judd

Volatility and the Markets Lunch – Seminar | 25 August 2017

Pitcher Partners

Significant Investor Visa – Chinese in Australia Lunch Seminar | 3 May 2017

Arowana InternationalDoltone House

Non-Bank Financing and Lending Opportunities in the Australian Property Development Sector | 22nd September 2016 | The Westin Grand Ballroom

Gold Sponsors

Development Finance PartnersLaTrobe Financial

Silver Sponsors

Lefand GroupMaxCap GroupZankSentinel365financialSquire Patton Boggsrbg-logo

Aus-China Property Developers and Investors Conference | 8th June 2016 | The Westin Grand Ballroom

Gold Sponsors

mbm          gadens

Supporting Organisation

urban

Silver Sponsors

coverforce         one         estate-master         telstra-logo         gallagher-logo         lefand-logo         rothe-lawman         core-logic