Crazy Rich Asians in a Trumpian World

Seminar: Monday 22 October 2018 | Sydney

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Basis Point Newsletters

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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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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’...

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AusXi AusXi AusXi oi oi oi …and lunch

How will China’s new leadership team under a more powerful Xi Jinping impact Australia and the world?  I’ve outlined five key points below based on my (so far) correct observations of Xi. And with all humility aside, I must confess I have something in common with each...

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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.