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Driverless Micro-Cars: From China to Sydney & Beyond

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To Get Rich and then Give…is Glorious. Aus-China Philanthropy and a Social Licence to Operate

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Investing in an age of superpower rivalries: asset allocation in volatile times

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Basis Point Newsletters

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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.