Reaffirming the Invest-China Thesis

The recent confluence of several major geopolitical happenings has recharged the economic and political energy in Asia. Kicking off these media-grabbing events was China’s 19th Party Congress where President Xi Jinping in a three-hour-long speech, gave his economic vision for China as it gears toward a consumption-based economy.

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US-China Trade Spat

The trade spat between the US and China that sent markets tumbling last week seems to be over. However, we may not be out of the woods yet as the situation depends on developments over the next week or so. 

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ARA Alternative Assets & Infrastructure (11 - 25 Apr, 2018)

The former president of Export-Import Bank of China warn that debt levels in host nations are far above recognised safety levels, and say more needs to be done to attract private investors.

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