Basis Point Newsletters
Pain and gain. The fast and the furious.
Get ready for fast and furious times as geopolitics, infrastructure capex, Chinese capital changes, and a property downdraft generates esoteric opportunities and challenges. Below is my partial list of China-factors that will impact business and investment portfolios...
read moreUS-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....
read moreCrazy Rich Asians in a Trumpian World. The best of times, the worst of times, an age of wisdom, an age of foolishness
Despite near-chaos in the US-China-Australia relationship, I have not released any comment since January as I’ve been unwell. However, I can summarise the past 8 months in four words. I told you so. It’s now accepted that the US has moved to contain China, including...
read moreWill 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’...
read moreXi whiz. China’s ‘New Era.’ Sydney and Brisbane events
China’s ‘New Era’ is upon us. Who will be the winners and losers? Last week, I outlined new ‘standards’ of governance, morality and capital-flows that will be driven by Xi Jinping’s new leadership team. The foreign relations and the economy of China are now discussed...
read moreAusXi 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...
read moreSubscribe to our newsletter
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.