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.

Read More

Belt and Road Presents a Rich Array of Opportunities

China's Belt and Road initiative (“BRI”), President Xi Jinping's international infrastructure strategy, has attracted a lot of attention from investors since it was announced in 2013. How can Singapore and fund managers such as ARA navigate the numerous risks to benefit from the tremendous opportunities that the BRI presents?

Read More

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. 

Read More

Inside APF Research (04 May - 18 May 2018)

In its recent office market outlook report, Investa focused on three themes, namely, the uptick in commercial office construction, the two-speed Australian CBD office markets, and robust capital market performance in the face of recent financial market turmoil.


Read More

ARA Alternative Assets & Infrastructure (26 Apr- 9 May, 2018)

Beijing has been making inroads into Europe with its ‘Belt and Road Initiative’ but Brussels is working on an alternative.

Read More

Inside APF Research (19 Apr - 03 May, 2018)

A recent report by JLL charts the rise and development of 12 Chinese key urban
centres, which are believed to be at the forefront of China’s structural reform and home to a growing cluster of energetic, tech-savvy businesses.

Read More