China’s Two Sessions and impact on HNW investments

One of China’s most important political (and therefore important for everything else) events of the year is currently taking place: the National People’s Congress and the Chinese People’s Political Consultative Conference; aka the ‘two sessions.’ Official...

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...

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...

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....