The Ultimate Question
The Ultimate Question Where I live in Australia, everybody has a view on China and most of it is negative, and it’s getting worse. I used to brush it off as the impact of attention-seeking politicians and media, but now it’s seeping into the conscience of people who should really know better, including respected investment […]
Buy Time
Buy Time When I get a chance to speak to Shifeng Ke of Open Door and talk about China’s economy and share market, I always pay attention. Shifeng has managed foreign funds in China’s A share market for 25 years (delivering an annual performance of 17% p.a.) and, unlike many market, media and economic commentators who make […]
Time to Choose
Time to Choose We live in the Asian Century. In the coming years, China, Japan, India and Indonesia will rise to become the largest economies in the world, driven by an explosion of innovation, productivity and domestic consumption from their large, fast growing and hard working middle class and high net worth populations. Smaller Asian […]
Inter-Connected
Inter-Connected I’ve often thought about how much the world has changed in just my lifetime, and I am grateful to Visual Capitalist for presenting this in a series of startling illustrations: Visualising Countries Grouped by their Largest Trading Partner (1960-2020) Commencing from the year of my birth in 1960, the USA, UK, Germany and France were the world’s largest […]
Testing Times
Testing Times The next few months will be a big test for China. As if Russia’s war in Ukraine wasn’t creating enough problems for China, the recent Omicron outbreak (the worst spread of Covid in China since Wuhan in early 2020) and the lockdown of Shanghai (a population of 25 million contributing 3.8% of national […]
Whatever it Takes
Whatever it Takes The annual meeting of China’s National People’s Congress (held in Beijing from 5-11 March 2022) set the annual GDP growth target for 2022 to “around 5.5% year on year”, a clear signal that Government policy is shifting from regulatory tightening and deleveraging to stimulating economic growth. Some commentators referred to this as […]
Underweight
Underweight I appreciate that there’s a lot going on in the world at the moment, and we’re all distracted by the events in Europe and the plight of the Ukrainians, but the following chart from Qi Wang of MegaTrust caught my attention as it illustrates the massive under-representation of foreign investors in China’s domestic A […]
Between the Lines
Between the Lines Like everyone, I’m finding it challenging to access independent, objective and intelligent analysis on the full implications of the Russian incursion into Ukraine and how it will affect the world we live in today (and tomorrow). I have found it difficult to obtain this information via announcements from politicians and reports in […]
Nine Books
Nine Books I never set out to be an author. I always preferred speaking, consulting and talking. One of my mentors, Matt Church, told me to write a book as a way to showcase my expertise, but it took me years to get my act together and I finally published my first book My China Insights: How […]
Investing in Zero
Investing in Zero It’s generally accepted that “Energy Transition Investment”, a market that requires US$125 trillion by 2050 to enable the largest and most developed countries in the world to achieve their promise of net zero emissions by 2050, is the most attractive and lucrative investment opportunity for global investors in the coming decade. Annual global […]