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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Inside APF Research (6 Sep - 19 Sep 2018)

According to a recent report by Marcus & Millichap, the booming US E-commerce industry has led to a growing customer demand for more rapid and efficient goods delivery. However, constrained by the lack of capacity to handle the surging E-commerce sales, total logistics costs particularly transportation costs spiked markedly, posting a threat of higher prices to customers. 


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