In today’s Talking Points: Chinese money is shaking things up in Silicon Valley; Manufacturing productivity in China is higher than regional competitors; a UBS Group report examines the recapitalisation of China’s banking system; and Alibaba posts uniquely strong sales growth for the quarter. Chinese Money Creating Opportunity and Challenges in Silicon Valley According to the Rhodium …
Talking Points Energy and Resources
In today’s talking points: Increased Chinese import volumes provide welcome relief to Australia’s commodity exporters; China’s current coal power capacity sufficient to meet demand until 2030; China’s State Grid Corporation launches a $13 billion bid for Brazilian utilities; oil prices drop at report of large US crude inventories. Increased import volumes partially offset lower commodity …
Food & Agribusiness Talking Points 21-07-2016
In today’s Talking Points: Report released by the Productivity Commission calls for relaxing regulation on foreign investment in agricultural land; Bindaree Beef purchase deal is stalled by delays in the Foreign Investment Review Board Process; Investment in livestock supply chains grows despite general slowdown in China trade; Andrew Robb takes on post-politics role at Moelis & …
Health & Lifesciences Talking Points | 20-07-2016
In today’s Talking Points: A study finds that Chinese consumers on average spend $213 over five years on air pollution removal; the elderly health care system expands as over-60s get set to make up one-third of the population by 2050; GlaxoSmithKline’s vaccine for HPV is approved by the China Food and Drug Administration for sale in …
Financial Services Talking Points | 19-07-2016
In today’s Talking Points: China’s central authorities take new measures to improve financing and investment structures; the New Development Bank issues 3 billion yuan worth of green bonds, with more to come; Yu Xuejun at China Banking Regulatory Commission says that the shifting money supply is behind the slowdown in private investment growth; Alibaba moves to increase …
Energy & Resources Talking Points | 15-07-2016
In today’s Talking Points: Bank of China raises $3 billion this week as part of 300 billion yuan multi-currency green bond issuance program; Chinese government advisory groups release report advising that emissions-cutting policies do not burden the economy; coal and steel capacity measures beget marked effects both on production rates and price indices; China National Petroleum …
Health & Lifesciences Talking Points | 12-07-2016
In today’s Talking Points: Chinese health and pharmaceuticals companies show increasing interest in purchasing 100% shares of Australian supplements companies; Tasmanian ‘tobacco-free generation’ bill declared to be legally sound; numbers of Chinese couples seeking IVF jump in 2015-16 after introduction of second-child policy; Chengdu leads innovation in healthcare space as trend of government support for …
Financial Services Talking Points | 08-07-2016
In today’s Talking Points: Foreign and joint-venture enterprises now able to register as private securities firms with the Asset Management Association of China opening up investment in Chinese stock markets; Shenzhen Stock Exchange overtakes Shanghai; dramatic increase in fraudulent transactions in Australia; Chinese stocks slide as investors fear further weakening of the yuan and instability in Europe. …
Energy & Resources Talking Points | 07-07-2016
In today’s Talking Points: AGL Energy warns of fall in profits due to costly spot purchases; report advocates China adopt renewable energy integration policies to reduce energy waste; Rio shelves plans for iron ore mine in Guinea; Beijing’s groundwater depletion causing it to sink 11 cm per year. AGL Energy warns of $100m plunge in gas …
Education Talking Points 29-06-2016
In today’s Talking Points: Recent survey of economists finds nearly two thirds believe spending on education will deliver greater economic return than cutting corporate taxation; increasing numbers of students undertaking independent university entrance tests to supplement the gaokao; predictions Brexit may drive students to increasingly look for opportunities at other universities within the EU; and fraudulent …