Basis Point Newsletters
In the land of the blind, the one-eyed man is king. A ‘Game of Thrones’ when traversing the Aus-China corridor. SIV update.
The proverb, “in the land of the blind, the one-eyed man is king,” is fitting when it comes to investing, or seeking investors, in the Aus-China sector. Fake news, biased news & no news frequently leads to investor paralysis, unless they have access to a leading...
read moreThe China angle – events, property, food creators
The rise of the ‘China angle’ is our next event focus, driven by seven catalysts: Capital controlled by Chinese-Australians are now being redeployed in a wider array of investments, not just property. Downward asset revaluations after decades of ‘it can only rise’...
read moreInfrastructure 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...
read moreChina’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...
read moreWhat wealthy Chinese think about investment opportunities and risks
Unique insights on how Chinese HNW think about investing can be gleaned from a major Chinese wealth management firm. Beijing headquartered CreditEase said in its 2019 asset allocation recommendations report… Investors should monitor two potential “turning points” of...
read moreChinese 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...
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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.