Aus-China Property Developers, Investors and Financiers Lunch

Monday 20 November | Sydney

White & PartnersLefand GroupCBD CoreDoltone GroupDoltone Group

Learn more

Queensland Opportunities from Aus-China Investment: Seminar - Lunch

Thursday 23 November 2017 | Brisbane

HLB Mann Judd

Learn more

Basis Point Newsletters

点击这里查看消息

When the missile hits the fan

Geopolitical tensions do not have lasting impact on global markets. Not until the missile hits the fan. The following scenario might be the basis for a 'mock documentary' that science-fiction film producers may wish to consider during my Aus-China Film Investment...

read more

Investment game changer & “Word War 3’

China's release of a formal list of 'banned', 'restricted' or 'encouraged' overseas investments is a game changer for Australia's investment industry. Overseas property (commercial, residential developments, hotels, theme parks) is now restricted (though not banned)...

read more

Soul searching in China, Aussie film producers

China's film industry has been wowed by the success of Wolf Warrior 2, its first domestically-made blockbuster that has reached the global top 100 most successful films. The military/action movie (think Chinese Rambo/Die Hard hero) has tapped into and/or has boosted a...

read more

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.