Opportunities for Australian Health-Tech in Asia
Opportunities in Asia for Leading-edge Australian Health-Tech Companies The healthcare industry in Asia has seen rapid growth in recent years, driven by an ageing population, an increase in chronic diseases, and a growing demand for high-quality medical services. According to McKinsey, the healthcare market in Asia is expected to reach US$4.5 trillion by 2023, making […]
China and the Global South
It’s important to observe that, whilst our media generally focuses on the trading relationship between China and the West, there has been a dramatic surge in Chinese exports to the ‘Global South’, which includes: Turkey India Indonesia Vietnam Thailand Malaysia Philippines Brazil Mexico According to one observer, Chen Feng, “China divides the external export cycle […]
China’s $18 Trillion Economy
Whilst China’s economy is facing a period of extreme turbulence as a result of Covid lockdowns and geopolitical factors, it’s worth remembering the very strong position it found itself in at the end of 2021 (following a period of 8.1% growth which exceeded most expectations) and the sectors that are likely to propel the domestic […]
INVESTING IN CHINA
Back in the early 2000s, I was introduced to Shifeng Ke, a Chinese based fund manager who at the time worked for Martin Currie Investment Management Group, a well known scottish group and the first foreign fund manager to offer a unit trust which invested solely in local China A shares (The Martin Currie China A Share […]
THE END OF THE BEGINNING
Trying to place recent developments in the context of the growth of modern China, I believe we have reached a point which will one day be described by historians as ‘the end of the beginning’. After 30 years of adopting a ‘growth at any cost’ model, seeking to lift millions of people out of poverty, […]
LESSONS FROM SCANDINAVIA
After many years of following the fortunes and failures of foreign companies in Asia, there is one region of the world that stands out to me for their consistent success: Skandinavia. It’s hard to argue that the likes of Ikea, Nokia, Maersk, Kone, Lego, Bang & Olufsen, Volvo and Equinor are over-achievers throughout the world, […]
Happy New Year
I hope you’ve had a good break over the holiday period and, assuming that you’re now back into work mode, I’m sure you’re ready for me to resume China Bites in 2021. I will be keeping at least one eye on China while the rest of the world is transfixed by the daily news and […]
Beyond “Clean and Green”
Australia enjoys a reputation for high-quality FMCG products as a result of our “clean and green” environment, our high regulatory standards and a strong commitment to quality control. However, it’s clear from recent research that “clean and green” is no longer a competitive advantage in China, and in fact it’s become a baseline requirement for […]
Investing in China – A Global Mega-Trend
By all accounts, without gaining much media attention, large amounts of money are flowing into China and Hong Kong right now, particularly from large institutional investors in the US and Europe. I’ve heard this from friends in Hong Kong who are finding it hard to make sense of the contrast between the negative media reports […]
Why China?
Australia needs a plan to recover from the current economic crisis. ACSME believes that our largest trading partner, China, offers enormous potential for the import, export and commercialisation of Australian products, services and capabilities in the world’s fastest growing economy. China has the MONEY and the MARKET China has the MONEY: Foreign exchange reserves stand […]