I am not sure if this has come across your feed. Chris Bloomstrand of Semper Augustus has dropped his yearly letter, it is a 147pg read (great for me as a Berkshire investor) he has included an interesting in depth breakdown (from an investor) on the China outlook going forward. The China Syndrome starts at page 66. As you have related in a couple of other posts, Australia and China are tied due to the resource sector. Thank you for your continued work. Martin
Don't forget the Belt and Road initiative. Chinese are taking their technology and materials across borders. If we had any sense, we would be getting them to construct half a dozen a modern coal fired electricity plants on our coalfields to take advantage of the grids that already exist. That initiative would be seen as an ice breaking venture to put the relationship on a better footing. And a few multi story towers in each capital city. They do them so well.
I am not sure if this has come across your feed. Chris Bloomstrand of Semper Augustus has dropped his yearly letter, it is a 147pg read (great for me as a Berkshire investor) he has included an interesting in depth breakdown (from an investor) on the China outlook going forward. The China Syndrome starts at page 66. As you have related in a couple of other posts, Australia and China are tied due to the resource sector. Thank you for your continued work. Martin
Sounds interesting and to be a worthy addition to my reading list.
I'm currently working on a piece on underlying demographic demand within China's housing market, so hopefully it can help inform that somewhat.
And you are most welcome.
Don't forget the Belt and Road initiative. Chinese are taking their technology and materials across borders. If we had any sense, we would be getting them to construct half a dozen a modern coal fired electricity plants on our coalfields to take advantage of the grids that already exist. That initiative would be seen as an ice breaking venture to put the relationship on a better footing. And a few multi story towers in each capital city. They do them so well.