Newsletters

China In Touch, 15 January 2020, Issue 268

It is getting too cold for tourists in Xi’an but it  doesn’t stop the nightly flood of visitors to the Great Tang Mall stretching South from the Big Wild Goose pagoda where the first Buddhist scripture in China were translated for the Tang dynasty court. The mall stretches over two city blocks and is dominated by stately statues of past emperors and the Tang poets like Li Bai and DuFu. Unashamedly designed for tourists it also captures a Chinese cultural outlook. In mid-December the throngs of Xi’an residents, free from tourists, provide some local perspectives which are easily overlooked by visitors.

 

 

China In Touch, 18 December 2019, Issue 267

Hear the sucking noise? That’s capital being sucked out of regional markets and going to China. Funds that would have come here will now go to China. Funds that are here will be withdrawn and will go to China. This is happening because global Index manager Morgan Stanley has implemented the latest update of its China and emerging market index. Concerns about Chinese influence in politics and universities may be at fever pitch, but the reality is that some of Australia’s retirement savings will help fuel a predicted $US600 billion  inflow into mainland stocks over the next decade.

 

China In Touch, 4 December 2019, Issue 266

On the sidelines  of the Regional Comprehensive Economic Partnership conference in Bangkok, US Commerce Secretary Wilbur Ross  announced the United States led Blue Dot network. The network is  essentially expected to serve as a globally recognised evaluation and certification system for roads, ports and bridges with a focus on the Indo-Pacific region. Does this change the investment environment in Asia? This is the key question for investors. Initial evaluation suggests probably not.

 

 

China In Touch, 20 November 2019, Issue 265

A few weeks ago, I delivered a keynote at a Global Knowledge Economy conference in Qingdao. I had the opportunity to listen to other speakers and in particular to a speaker who described the work done on the Indonesia’s National Single Window (INSW) Customs clearance programs. You may wonder what on earth INSW has to do with China, with Belt and Road and Australia. The answer is also the answer as to why Australia must be involved in the Belt and  Road program. This is not about missed infrastructure building opportunities. This is about the very mechanisms of trade within our region.

 

China In Touch, 6 November 2019, Issue 264

Making investment decisions can be difficult at any time, particularly when including internationally listed companies. Investors must also consider the international links and global logistics chains that even domestic investment candidates are exposed to. It takes time for a full picture to emerge, and often by that time its too late to rescue some investment decisions and to make new decisions in a timely manner. Here are some China whispers in the wind that suggest investors need to revisit the focus of previous and future investment decisions.