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....

Will US actions spark a Chinese financial crisis?

What’s the outlook for Aus-China business & investment in 2018? It depends on the US-China ‘great power competition’ that will escalate this year. The US National Security Strategy, released Dec 2017 pulled no punches in declaring China as a ‘strategic competitor’...

Xi whiz. China’s ‘New Era.’ Sydney and Brisbane events

China’s ‘New Era’ is upon us.  Who will be the winners and losers? Last week, I outlined new ‘standards’ of governance, morality and capital-flows that will be driven by Xi Jinping’s new leadership team. The foreign relations and the economy of China are now discussed...