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 (05 July - 18 July 2018)

The project owner of Malaysia's US$20 billion (S$27 billion) East Coast Rail Link has told its main Chinese contractor to suspend work, both companies said yesterday, raising uncertainty about the future of part of China's Belt and Road plan.

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