Turning Point for Chinese Equities?
Turning Point for Chinese Equities? In a recent webinar to Australian clients ‘Triple policy pivots and more: Turning point for Chinese equities‘ and on our China Invest podcast, Thomas Kwan, CEO of Harvest Global Investments, has pointed out the exceptionally low valuation for the China A share market today, and the strong likelihood of a […]
Interpreting NPC20
Interpreting NPC20 Last month’s 20th National Party Congress in Beijing has certainly created many points of discussion, debate and speculation. After weeks of build up and anticipation, it delivered a result which exceeded most expectations and has settled, at least for now, the direction of China’s Communist Party in the medium term and the continued […]
People and Productivity
People and Productivity The great Jim O’Neill, (now Baron O’Neill of Gatley) a British economist best known for coining the acronym ‘BRICs’ in 2001 (Brazil, Russia, India, and China) once said that the only two things that really matter in determining the potential economic growth of any country are ‘the two Ps’: People and Productivity. […]
IPOs Surge in China
IPOs Surge in China Bloomberg reports that “China has been by far the biggest IPO market in the world since the beginning of the year, far exceeding New York” with five IPOs of above US$1 billion since the start of 2022, and one more on the way. That compares with just one large IPO in […]
China and the Global South
China and the Global South It’s important to observe that, whilst our media generally focuses on the trading relationship between China and the West, there has been a dramatic surge in Chinese exports to the ‘Global South’, which includes: Turkey India Indonesia Vietnam Thailand Malaysia Philippines Brazil Mexico According to one observer, Chen Feng, […]
Eight Reasons to Invest in China eBook
Eight Reasons to Invest in China I am delighted to invite you to download my latest ebook, “Eight Reasons to invest in China” which expands on the “Five Reasons” I launched earlier this year. Please click on the ‘download’ button and follow the prompts so we know a little bit more about your background and […]
Patient Capital
Anyone working in the financial services markets of the US, UK and Australia will be well aware of the importance of a strong and tax efficient private pensions system to boost equity markets and drive long term ‘patient’ capital. Many jobs, careers and fortunes have been built on this, and equity markets in developed markets […]
Zigging
Zigging I’m pleased to see that I’m not the only person talking about China A shares offering good value to investors battered by volatile stockmarkets in the rest of the world, and emerging as an important opportunity for the long term. According to Livewire: “While much of the rest of the world is increasingly entrenched into bear market […]
Back to the Future
Back to the Future Back in 2001, soon after the 911 attacks, Jim O’Neill of Goldman Sachs predicted in their paper “Building Better Global Economic BRICs” that China would overtake the US to become the largest economy in the world, in or around 2027, and the other three ‘BRIC’ countries (India, Russia and Brazil) would […]
China’s $18 Trillion Economy
China’s $18 Trillion Economy Whilst China’s economy is facing a period of extreme turbulence as a result of Covid lockdowns and geopolitical factors, it’s worth remembering the very strong position it found itself in at the end of 2021 (following a period of 8.1% growth which exceeded most expectations) and the sectors that are likely […]