In the land of the blind, the one-eyed man is king. So four investment eyes must be spectacular in an age of China-US tensions. I am pleased to assemble a unique panel of speakers at a Sydney event on 15 November, organised in association with Deloitte, to discuss...read more
Imagine off-the-plan apartment adverts in the year 2025. “We offer pool, gym and driverless cars.” But this advert is for apartment complexes in China. The opportunity for property developers to take the initiative on driverless cars (DCs) is immense but has not been...read more
To paraphrase the champion boxer Mike Tyson, everyone thinks its clichéd until it hits you in the face. Yes, technology is a game changer, yes, we’ve heard it many times, but it will hit us in the face (in a good way), sooner than we think. All thanks to China...and...read more
A property, transport and work-life revolution is coming. First in China, then in Cherrybrook (Sydney), then the world. Imagine: Hundreds of one seater driverless micro-cars ferrying commuters up to 4km to their local train station $1.50 commute fee, app-ordered on...read more
No jokes in my newsletter today. It’s getting serious. Chinese businesses, and Australian ‘compradors’* are getting worried about their ‘social license to operate’ (SLO) in Australia. A SLO is the public’s acceptance of the operating practices of a business. It’s...read more
The Australian government has done a tremendous job in playing off both sides of the emerging US-China cold war. In a move Sun Tzu would have approved of, Australia has nimbly adopted the "bird in hand is worth beating around the bush" strategy…. that I coincidentally...read more
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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.