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Mirko Wormuth, partner at awesome capital Group, a German-Chinese investment platform with venture DNA joins Paul for a conversation about short video

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Australia-China Relations

How did it get this bad?

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2020: Our Year in Review

Where do you start with a year like thsi?

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The 14th Five Year Plan: Dec 2020

China’s priorities in modernizing the country through innovation, replacing high-speed growth with high-quality growth, rebalancing the economy.

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China, Space, and the 14th Five Year Plan May 25th 2021

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How IOT and Blockchain Will Transform China

How can blockchain capabilities be empowered to fragmented IOT devices? China will be at the forefront of the integration of blockchain and IOT.

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Semiconductors - The Chips Act

The CHIPS for America Act - . Is this the beginning of the United States embracing a new era of industrial policy?

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De-Americanizing China's Supply Chain

Is technology decoupling inevitable? Is it even possible? The push for China tech independence is on going

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China Transformed - NIO

China Transformed is our focus on the twenty companies that we believe will continue to radically alter China and beyond.

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China Transformed - Baidu

China Transformed is our focus on the twenty companies that we believe will continue to radically alter China and beyond.

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China transformed - Pinduoduo

These interviews form the foundation of an immersive ongoing exploration into these groundbreaking companies, the investment opportunities, and the c

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China Transformed - Bytedance

These interviews form the foundation of an immersive ongoing exploration into these groundbreaking companies, the investment opportunities, and the c

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China 2060

It is the area of climate change where China can show true global leadership for the first time. While it is naïve to believe that the end of the Trum

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China Electric Vehicle Update - March 2021

The future of the automobile industry will be electric, and China has position itself as the global leader in the EV marketplace. Nothing epitomizes t

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Alternative Data in China

A conversation about the use, availability, and reliability of alternative data sources in China.

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The Future of Asian Asset Management - Fixed Income

Julien Martin, General Manager of China Bond Connect

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ESG with Chinese Characteristics

My Conversation with Author/Journalist Isaac Stone Fish

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The Future of Asset Management

China's economic dominance has been a vital input into assessments of global macro opportunities for many years. Yet, Chinese assets remain tangential

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Investment Dynamics in Asia -2021

Eric Robertsen - Standard Chartered

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Trends in Ed Tech

The global education technology (Ed Tech) market is growing at an unprecedented pace. Fueled by COVID-19, the EdTech sector is witnessing investment a

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The Chinese E-Commerce Competitive

Alibaba paved the way for the e-commerce revolution that has taken China by storm. Today, China is the largest e-commerce market in the world. Roughly

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Semiconductors - The Chips Act

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Chinese Data Centers

Robert Ciemniak - Real Estate Foresight

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Ant Group and Fin Tech Regulations

While the regulatory push has dominated headlines, we should never lose sight that China's financial services are light years ahead of the West. China

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Intra-Asian Trade

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The Belt and Road Initiative

March 2021 - Dr Selina Ho

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The Supply Chain

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Removing Hysteria from the China Debate (Aug 2021)

Given China’s current regulatory clampdown, regarded as absurd by many experts, Paul attempts to reveal the rationale and necessity behind it via multiple facets and offers his views on future investment in China.

clampdown, investment, geopolitics, reform, tech, plenum

The Chinese Communist Party Turns 100 -Ten Factors Investors and Governments Continually Get Wrong (Jun 2021)

To prevent further misinterpretation on China, Paul introduces ten factors about today’s China, which investors and governments should be aware of, ranging from the regime, the Internet control, ideology, Xi Jinping’s role, international relations, tech firms, monetary policy, and cryptocurrency.

politics, policy, geopolitics, Xi, tech, cryptocurrency

Asia’s Investment Dynamics in 2021 (Mar 2021)

My conversation with Eric hit all the right notes with the correct focus on the here and now and a dispassionate discussion of the longer-term opportunity sets for the region. Eric and I certainly do not agree on all points, especially on the outlook for the dollar, but I always come away from my conversations with Eric reassessing all of my assumptions.

china, asia, equities, bonds. currency, RMB, rates

China’s Space Ambitions and the Economics of Space (Mar 2021)

Our big takeaway from dialog with US space stakeholders is that the motivations between private space sector development in China needs to be better understood within the US sector. The Chinese space ecosystem is more complex than widely recognized within US commercial space stakeholders.

space, nasa, satellites, beidou,

China Fintech Update (Feb 2021)

Our on-going focus on Ant Group and Fintech regulation more broadly continued with Martin Chorzempa — Senior Fellow at the Peterson Institute for International Economics, returning to continue our conversation on the true drivers and consequences of the clampdown on Ant Group.

ant group. alibaba. wechat, wechat pay, alipay, decp, digital currency, regulations

The EU-China Comprehensive Agreement of Investment (Feb 2021)

On the eve of 2021, the EU and China agreed on a preliminary Comprehensive Agreement on Investment (CAI) that paves the way for a greater European presence in the Chinese market. The deal may mark a China-first foreign policy for the EU, even as the new American administration under US President Biden has called for multilateralism and cooperation in containing China.

EU, CAI, Investment, Biden, labor, Xinjiang, Merkel,

Asia’s Macroeconomic Outlook 2021 Will Asia Tighten First? (Feb 2021)

Led by China, Asia’s handling of the pandemic and its economic recovery has been the envy of the globe. Are asset prices reflecting this, and can Asia consolidate this economic momentum? Does Asia’s economic preeminence prompt a re-rating of assets that appear well supported by a historically low funding cost?

China’s Data Centers (Jan 2021)

At a much earlier stage of development in the sector, China has nonetheless been growing its data center infrastructure at a rapid pace. Our discussion was centered around the country’s data centers and the market trends surrounding it, capital flows into this sector, and the upcoming disruptions to data center infrastructure.

data centers, alicloud, ciemniak, cloud

A multi-decade recalibration of the US-China Relationship: (May 2019)

A longer-term, bigger picture focus on the recalibration of the economic relationship between the US and China over the decades ahead. There is no return to a pre Trump status quo with National Security concerns swamping any economic vested interest.

xi jinping, ccp, recalibration

The Hong Kong Protests: What is the end game? (Aug 2019)

While adherence to the Basic Law, the legal barrier between the Hong Kong of old and its integration into the mainland will continue, the reality is that Beijing’s dominance over the territory is on an unstoppable path.

hong kong, blanchette, national security law

RMB Bonds: Why should global investors care? (Sept 2020)

Most U.S. and European investors have tiny allocations to China, and few outside of the mainland have an exposure that reflects China's economic might. The global monetary policy response to COVID-19 has solidified the era of zero and negative interest rates, and this shines a light on the key advantage of holding Chinese fixed income and that is yield.

Chinese Fintech - the Path to Regulation (Nov 2020)

Within the span of weeks, Ant's anticipated IPO – marked as the most valuable filing in history — came crashing down. Ostensibly for a series of controversial remarks made by CEO Jack Ma that criticized China's regulators, the bigger question is whether China is trending towards regulating its financial industry and how this government oversight will impact the future of behemoth platforms

wechat, wechat pay, alipay, any group, alibaba. Jack ma

China’s Fourteenth Five-Year Plan (Nov 2020)

As China charts its course for the next five years in the form of the Fourteenth Five-Year Plan, questions arise on China’s priorities in modernizing the country through innovation, replacing high-speed growth with high-quality growth, rebalancing its economy, and tackling issues of climate change.

Five Year Plan, 14th, Xi Jinping, Growth

China’s Semiconductor Vulnerabilities (Nov 2020)

A key dynamic of US policy towards China will be the semiconductor export bans, exposing China’s strategic vulnerability of heavy reliance on semiconductor imports. China doesn’t have the domestic capacity to deal with the rapid expansion of companies like Huawei, which could soon face strategic shortages. Comparisons to the 1970’s oil embargos are not far from the mark.

reports,report,article,articles

The Digital RMB and RMB Internationalization (Oct 2020)

Digital currencies have gain momentum in the broader investment community in recent months, embraced by central bank researchers, bitcoin evangelists, and fintech investors alike. For those skeptical about the role of fiat currencies, governments' use of the printing press in response to COVID-19 has hardened their resolve that the current dollar-based model is unsustainable.

Digital RMB, PBOC, USD, crypto, cryptocurrency, payments

The Ant Group IPO (Oct 2020)

Ant Group has upended the Chinese banking system and, with WeChat, has become the model for global financial services in the decades ahead. Ant Group has the potential to be the financial backbone of a slew of industries and could well provide the framework for a cashless China and, potentially, a cashless globe.

Ant Group, Alibaba, Jack Ma, Digital Currency, Payments

Hong Kong’s role in China’s capital market formation - (Oct 2020)

China’s successful rebound from COVID-19 and recent activity in the Hong Kong Exchange show that demand for capital from Mainland Chinese companies remains strong, and Hong Kong remains the preferred place for these companies to raise capital.

HK exchange, Hong Kong, capital, raising, issue, national security law

The Future of Chinese Listings in the United States (Sept 2020)

The scandal relating to Luckin Coffee has shone a light on a glaring regulatory gap between US and Chinese companies listing on the US exchanges. It forces investors and regulators to ask if it is fair that Chinese companies have different reporting and disclosure standards from American companies when listing on US exchanges?

listings, nasdaq, NYSE, alibaba, investment, CFIUS

China's Competitive Landscape for E-Commerce (April 2021)

Alibaba started the Chinese E-commerce revolution. Roughly 50% of global online transactions occur within China. To truly understand the Chinese competitive e-commerce landscape, we need to look into the consumer trends,...

report, reports, article, articles

China’s Climate Agenda and the Path to 2060 (Mar 2021)

China’s aim to become carbon neutral by 2060 represents a bold step in its energy policy at a time when the country has taken on a global leadership role in climate change negotiations. Climate is one of the few areas of global consensus but China’s carbon-neutral pledge has injected new momentum into global climate negotiations.

report, reports, article, articles

China Transformed - ByteDance (April 2021)

ByteDance is currently the world’s most valuable start-up, estimated at $400 billion. Founder Yiming Zhang seized on mobile and believed in providing users with machine learning recommendation algorithms versus traditional search. The result was a company that is constantly evolving but remains centered around apps such as Douyin, Tik Tok, and Toutiao.

report, reports, article, articles

Australia - China Relations: How did it get here? (Mar 2021)

In April of 2020, Australia called for an independent investigation into the origins of COVID-19. TThis commenced what could best be described as a spiral in official ties. Australian Journalists were asked to leave. China has slapped tariffs on a slew of Australian goods. Australia and China's frosty diplomatic relationship has morphed into a full-blown trade wrangle.

report, reports, article, articles

ESG with Chinese Characteristics (Mar 2021)

ESG is global and increasingly complicated in China. Not only do investors have to assess traditional metrics such as environmental sustainability, but the impact of the Chinese Communist Party’s (CCP) non-democratic rule adds layers of complexity. A conversation with Isaac Stone Fish, a journalist and the CEO of Strategy Risk

ESG, Xinjiang, Party, dual use technology, PLA

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Instantly find videos, podcasts and reports...

Recommended Search

Removing Hysteria from the China Debate (Aug 2021)

The Chinese Communist Party Turns 100 -Ten Factors Investors and Governments Continually Get Wrong (Jun 2021)

Asia’s Investment Dynamics in 2021 (Mar 2021)

China’s Space Ambitions and the Economics of Space (Mar 2021)

China Fintech Update (Feb 2021)

The EU-China Comprehensive Agreement of Investment (Feb 2021)

Asia’s Macroeconomic Outlook 2021 Will Asia Tighten First? (Feb 2021)

China’s Data Centers (Jan 2021)

A multi-decade recalibration of the US-China Relationship: (May 2019)

The Hong Kong Protests: What is the end game? (Aug 2019)

RMB Bonds: Why should global investors care? (Sept 2020)

Chinese Fintech - the Path to Regulation (Nov 2020)

China’s Fourteenth Five-Year Plan (Nov 2020)

China’s Semiconductor Vulnerabilities (Nov 2020)

The Digital RMB and RMB Internationalization (Oct 2020)

The Ant Group IPO (Oct 2020)

Hong Kong’s role in China’s capital market formation - (Oct 2020)

The Future of Chinese Listings in the United States (Sept 2020)

China's Competitive Landscape for E-Commerce (April 2021)

China’s Climate Agenda and the Path to 2060 (Mar 2021)

China Transformed - ByteDance (April 2021)

Australia - China Relations: How did it get here? (Mar 2021)

ESG with Chinese Characteristics (Mar 2021)

Podcasts

Hi, there

Instantly find videos, podcasts and reports...

Recommended Search

Removing Hysteria from the China Debate (Aug 2021)

The Chinese Communist Party Turns 100 -Ten Factors Investors and Governments Continually Get Wrong (Jun 2021)

Asia’s Investment Dynamics in 2021 (Mar 2021)

China’s Space Ambitions and the Economics of Space (Mar 2021)

China Fintech Update (Feb 2021)

The EU-China Comprehensive Agreement of Investment (Feb 2021)

Asia’s Macroeconomic Outlook 2021 Will Asia Tighten First? (Feb 2021)

China’s Data Centers (Jan 2021)

A multi-decade recalibration of the US-China Relationship: (May 2019)

The Hong Kong Protests: What is the end game? (Aug 2019)

RMB Bonds: Why should global investors care? (Sept 2020)

Chinese Fintech - the Path to Regulation (Nov 2020)

China’s Fourteenth Five-Year Plan (Nov 2020)

China’s Semiconductor Vulnerabilities (Nov 2020)

The Digital RMB and RMB Internationalization (Oct 2020)

The Ant Group IPO (Oct 2020)

Hong Kong’s role in China’s capital market formation - (Oct 2020)

The Future of Chinese Listings in the United States (Sept 2020)

China's Competitive Landscape for E-Commerce (April 2021)

China’s Climate Agenda and the Path to 2060 (Mar 2021)

China Transformed - ByteDance (April 2021)

Australia - China Relations: How did it get here? (Mar 2021)

ESG with Chinese Characteristics (Mar 2021)

Podcasts

Is it time to get bullish on China?

The Four Horsemen of the Apocalypse

The Money Multiplier is Back

Inverted Yields Curves and Will Smith

Not another inflation debate

Is China Uninvestible and other stupid questions

Commodity Market Dislocation

The Epic Miscalculations of Vladimir Putin

Ukraine and Commodity Inflation

Why does the Fed have to shrink its balance sheet?

Project Hamilton Just how badly is the US messing up digital currency?

The Rise of Digital Property, Generational War and Leaving the US Behind

Podcast - Asian Fintech in 2022

Podcast - US Legislative Agenda Re: China

Hong Kong Listing Criteria – Has it become easier?

EU – China Relations: The current state of play

Podcast - EU-China relations in 2022: Post Merkel Era Begins

Podcast - Chinese Listings on US Exchanges. The beginning of the end.

Podcast - Hedging Inflation - Neale Jackson 36 South

What China can teach the US regarding energy infrastructure?

Taiwan: Flashpoint or percolating in the background?

The Chinese Supply Chain.

Climate: US-China Joint Glasgow Declaration

Podcast - 2021 US-China Review and Outlook for the Year Ahead

Podcast - 2022 Asian Equity Outlook: Herald Van Der Linde

Scenarios for RMB weakness in 2022

Collaboration between US and Western Companies

Podcast - The Future Of Collaboration: Chinese Life Sciences

Podcast - 2022 Asian Macro Outlook

Podcast - The Role Of Gold US China

Podcast - 2022 Investment Outlook Us China Mayank Mishra: Standard Chartered

Overview of Xi Jinping’s Article on Common Prosperity

Podcast - Common Prosperity Shuli Ren: Bloomberg Opinion

Podcast - The Case Against Huawei - An Update

COP26 - Join us Live

Is Blockchain incompatable with the CCP?

Podcast - The Future Of Crypo In Asia

Podcast - Yield Transformed - Long Volatility As An Asymmetrical Return Profile

Podcast - Can Global Enterprise Cloud Companies Really Do Business In China?

Chinese Capital Market Green Shoot

Podcast - Brendan Ahern: Kraneshares Cio

How does Xi view the Future of Investment in China?

Podcast - China's Marxist "Profound Revolution" Is Here, And Nobody In The West Is Ready

Chinese EVs - Chip shortages and the long term supply chain

Thoughts on Xi Jinping’s Coal Pledge

Evergrande: Common Prosperity, Rental Housing, and total construction

Podcast - Evergrande The Fallout

Podcast - Chinese Energy Policy - An Update With Michal Meidan

Podcast - China Mobility / EV Update

Sectors that will benefit from Common Prosperity

Podcast - The Outlook for Chinese and Asian Equity

The Structural Outlook For Asian Growth

Alternative Yield - Mike Edwards: Weiss Multi-strategy Advisers