The Wild Wild East 02 May 2018

Property

Allianz joins the party for $500m Scape student digs fund

AFR, 23 Apr. 2018

The property arm of global insurer and asset manager Allianz will take a half stake in a new $500 million fund being raised by Scape to back a growing portfolio of student facilities.

http://www.afr.com/real-estate/allianz-joins-the-party-for-500m-scape-student-digs-fund-20180423-h0z4h0


Lendlease taps China's grey boom in retirement village deal

AFR, 23 Apr. 2018

Australian property developer Lendlease is breaking into China's booming aged care market with a $400 million deal to build a retirement village with 900 units in Shanghai, making it one of the first foreign companies to negotiate a deal in the sector without a local partner.

http://www.afr.com/news/world/asia/leadlease-taps-chinas-grey-boom-in-retirement-village-deal-20180423-h0z45s

 

Confidence at Record Highs for Property Industry

The Urban Developer, 23 Apr. 2018

Confidence across Australia’s property industry has surged to record highs despite a Property Council of Australia and ANZ survey revealing expectations for New South Wales house prices are the worst in the survey’s history.

https://theurbandeveloper.com/articles/-confidence-at-record-highs-for-property-industry


Mandarin-speaking robot to help sell Aussie real estate to Chinese

News.com.au, 26 Apr. 2018

CHINESE buyers of Australian real estate have been offered a new way to compete for home sales. And on the surface it sounds like pure science-fiction.

http://www.news.com.au/finance/real-estate/sydney-nsw/mandarinspeaking-robot-to-help-sell-aussie-real-estate-to-chinese/news-story/0f6439f6e74d24efd09676aae4fe8453

 

Currency & Financial

Australia will be the last to raise rates, says $100b global investor

SMH, 26 Apr. 2018

Australian bonds are a buy because the Reserve Bank will keep interest rates at a record low for at least the next six to 12 months, according to Morgan Stanley Investment Management. The company is avoiding the Aussie dollar for the same reason.

https://www.smh.com.au/business/investments/australia-will-be-the-last-to-raise-rates-says-100b-global-investor-20180426-p4zboh.html

 

Debt bumps on China's Belt and Road

AFR, 27 Apr. 2018

It's the pet topic of journalists from China's state-run media machine.

http://www.afr.com/news/world/asia/debt-bumps-on-chinas-belt-and-road-20180426-h0zbgf 


CHINA’S ELDERLY CARE SECTOR BRINGS MATURING INVESTMENT OPPORTUNITIES

Mingtiandi, 28 Apr. 2018

Earlier this month, Australia’s largest provider of senior housing entered the China market for the first time, taking advantage of what many investors see as one of the biggest opportunities in the country’s fast-growing real estate market.

https://www.mingtiandi.com/sponsored/chinas-elderly-care-sector-brings-maturing-investment-opportunities/

 

 

Agriculture

Bordeaux Vineyards Are Finding Buyers From China, Australia

Bloomberg, 22 Apr. 2018

Two vineyard transactions in Bordeaux in the past month signal interest from overseas buyers in the region’s wine labels and production potential, amid a run of improved vintages since 2014.

https://www.bloomberg.com/news/articles/2018-04-22/bordeaux-vineyards-are-finding-buyers-from-china-australia

 

Mass resignations at Chinese owner of Australia's largest dairy farm cast doubt on investment

The Guardian, 25 Apr. 2018

A mass board resignation at the Chinese firm that bought Australia’s largest dairy farm has fuelled concerns it may not fulfil the promises of local investment and environmental protection that convinced the Turnbull government to sign off on the sale. 

https://www.theguardian.com/australia-news/2018/apr/25/mass-resignations-at-chinese-owner-of-australias-largest-dairy-farm-cast-doubt-on-investment

 

Directors who quit Australia's largest dairy farm business urged Chinese owner to invest in it

The Guardian, 26 Apr. 2018

The directors who quit en masse from Australia’s largest dairy farm businessspent months trying in vain to convince its Chinese owners to urgently invest millions to make the company sustainable, including pleas to drought-proof its properties and improve animal welfare.

https://www.theguardian.com/australia-news/2018/apr/26/directors-who-quit-australias-largest-dairy-farm-business-urged-chinese-owner-to-invest-in-it

 

Resources

Federal Government gives $6 million to boost domestic gas supply to Chinese-owned Westside Corporation

ABC Online, 24 Apr. 2018

Federal Resources Minister Matt Canavan announced grants to Westside Corporation and three other gas firms last month under the Government's Gas Acceleration Program (GAP), which was established to help develop and secure domestic gas supplies.

http://www.abc.net.au/news/2018-04-24/landbridge-subsidiary-wins-$6m-gas-grant-for-domestic-lng-supply/9688304

 

Retail & Tourism

Small business missing out on Asian consumer boom: Australia Post

SMH, 23 Apr. 2018

Australia's small businesses are missing out on a once-in-a-generation opportunity to tap into demand from the burgeoning number of middle-class consumers in South East Asia and China, new research suggests.

https://www.smh.com.au/business/companies/small-business-missing-out-on-asian-consumer-boom-australia-post-20180422-p4zb0n.html

 

'Little bit of noise': Blackmores unfazed by China-Australia tension

SMH, 24 Apr. 2018

Tensions between China and Australia have created a "little bit of noise" but will not affect Blackmores sales in Asia despite them being below expectations in the March quarter, says the head of the vitamins company.

https://www.smh.com.au/business/companies/little-bit-of-noise-blackmores-unfazed-by-china-australia-tension-20180424-p4zbdo.html

 

China a big opportunity for Australians: Alibaba boss

The Australian, 25 Apr. 2018

Australian companies should take advantage of moves by the Chinese government to further open up its market to imports, says the chief executive of e- commerce giant Alibaba.

https://www.theaustralian.com.au/business/china-a-big-opportunity-for-australians-alibaba-boss/news-story/e974c2d05d8e32730e018cb29a573719

 

Australia's Chinese personal shoppers about more than baby formula — it's a $1 billion industry

News.com.au, 26 Apr. 2018

Ever seen people clear entire shelves of baby formula at your local pharmacy or supermarket?

http://www.abc.net.au/news/2018-04-26/daigou-chinese-personal-shopping-$1-billion-industry/9671012

 

Aussie retailers ramping up Alipay marketing

Australia China Business Review, 26 Apr. 2018

Up to 57,000 retailers in Australia and New Zealand will be given the opportunity to target Chinese tourists with discounts and offers prior to their arrival, under a new marketing arrangement through payments providers Smartpay and Incentiapay using Alibaba Group's payments platform Alipay.

http://www.acbr.com.au/aussie-retailers-ramping-alipay-marketing

 

Education

Australian universities fear offending Chinese backers: Clive Hamilton

The Australian, 27 Apr. 2018

Prominent Australian academic Clive Hamilton has told a powerful US congressional committee in Washington that Australian universities are so financially beholden to China that they have abandoned their principles of academic freedom.

https://www.theaustralian.com.au/higher-education/australian-universities-fear-offending-chinese-backers-clive-hamilton/news-story/984a9cdadc8f9f7b1d16d47a8d1645cd

 

China Domestic

The Web Celeb Making ‘Hanfu’ at Every Size

Sixtone, 27 Apr. 2018

Plus-size designer and model uses traditional Chinese fashion to reshape modern beauty ideals.

http://www.sixthtone.com/news/1002177/the-web-celeb-making-hanfu-at-every-size