Infrastructure Spending To The Rescue In Australia And China?

A former CEO of Infrastructure Australia is joining the panel discussion at the Pain and Gain in Western Sydney breakfast seminar on Wednesday 20 March, sponsored by Deloitte. His insights will be valuable as infrastructure spending is being boosted by both State and...

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....