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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A New Era of Xi’s Centralized Power

The political shift towards an unlimited presidency represents China's most decisive change yet from the 1980s. Despite the cloud of a potential trade war with the US (which is increasingly low), this centralisation of power under Xi's administration will reduce domestic political uncertainty, accelerate market and social reforms, and ultimately boost the country's economic prospects.

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ARA Alternative Assets & Infrastructure (10 May - 23 May 2018)

China's President Xi Jinping promises that his Belt and Road Initiative, a sweeping vision to put China at the center of the global economy through new infrastructure, trade deals and other connections, was a "plan in the sunshine." But make no mistake, the BRI's outlook is darkening. Critics -- including some of Beijing's actual and potential partners -- are raising concerns about transparency, debt sustainability and usefulness, as well as questioning China's underlying strategic aims. 

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