David Thomas - North-South Corridor Geopolitics & Asian Trade SE Asia

21/10/2024

Whilst China remains important and will continue to be the engine of growth in the Asian Century, we're going to see greater emphasis on South East Asia, the 10 countries that make up the ASEAN nations and the new focus of the Government as Australia seeks to diversify its interests in the region. I will be addressing the challenges, complexities and opportunities in the Asian region in future keynotes and blogs as well as uncovering new business and investment opportunities for business leaders and entrepreneurs.

Sign up to my 'View from Asia' blog today to be kept informed and reach out to me via www.davidthomas.asia to express interest in learning more.

Watch my video here: https://youtu.be/zBKizIJZQfQ?si=nFeeDH8MqO6KuLyY

Whilst China remains important and will continue to be the engine of growth in the Asian Century, we're going to see greater emphasis on South East Asia, the...

05/07/2024

🔔 Reminder: Calling all Biotech Innovators! Building on the success of our recent HealthTech mission in May, we're excited to invite you to our upcoming Biotech mission and BIOHK24 event from 8-14 September 2024. Connect with our pre-qualified network of investors, partners, and clients.

Please like and share this if you believe you have a friend who could benefit from this opportunity!

If you’re interested in joining us, click "Express Interest" on the website. For any questions, reach out to us at [email protected].

🌐Visit our landing page: https://www.apacfinancialservices.com/biotechmission-2024/
Express Interest: https://www.apacfinancialservices.com/biotechmission-2024/express-interest/

Join us now! 🚀

03/07/2024

The emergence of 'The Global South' as an organised grouping, and its increasing influence in the world (in trade, investment and global governance) is raising difficult questions for the developed world to address. Previously known as ‘third world’ or ‘underdeveloped’, these countries have seen their middle class populations explode from 150 million to around 1.5 billion (3 billion by 2030) meaning that they are already replacing western consumers as the engine of global economic growth. Many have either joined, or applied to join, the BRICS Leadership Group, suggesting that they will soon be marshalled into a more formal power bloc. If you haven’t already heard of the term “Global South”, and realised that this group of countries represents 88% of the world’s population, this would be a good moment to give it more attention.

Click for more: https://www.davidthomas.asia/the-global-south/
Book a call here: https://www.davidthomas.asia/contact/

If you haven’t heard of the term “Global South” before, this would be a good moment to give it some attention. 88% of the world’s population live in the countries highlighted in red on the map below, in the main comprising the people and political leaders of Asia, Africa and Latin America. T...

12/06/2024

Like all ageing parents, it's time for the West to accept and celebrate the rise of the next generation of Asian leaders, and engage with them fully to ensure that they don’t mess it up as badly as we did!

Click for more: https://www.davidthomas.asia/the-west/
For more updates, subscribe here: https://www.davidthomas.asia/ -form
Book a call here: https://www.davidthomas.asia/contact/

When you travel around Asia and see the world from an Asian perspective, you really notice the looming presence of “The West” in every conversation about the future. In very crude terms, you could define “The West” as being represented by two blocs: AUKUS – the so-called “Trilateral Secu...

01/05/2024

If you do nothing else today, listen to the latest episode of Beijing to Britain with David Rennie, China correspondent for the Economist. Read my quick summary and click on the link below to listen.

Click for more: https://www.davidthomas.asia/sipping-from-the-fire-hose/
For more updates, subscribe here: https://www.davidthomas.asia/ -form
Book a call here: https://www.davidthomas.asia/enquire-now/

I would like to invite you to listen to a podcast about China and, in particular, the views of David Rennie, the Beijing based bureau chief of The Economist who covers a wide range of important issues with the team at “Beijing to Britain”. It’s quite long (approx one hour) but well worth it an...

19/04/2024

Investment Intel: Australia Investment Intel: Australia is a curated weekly newsletter containing key news, insights and opportunities from the Australian market specifically for Asia-based investment managers. SUBSCRIBE Issues Issue 16 – 19 April 2024 Issue 15 – 12 April 2024 Issue 14 – 5 Apr...

16/04/2024

Chinese investment, driving Australian innovation forward. Beyond statistics lies a story of untapped potential.

Click for more: https://www.davidthomas.asia/small-is-beautiful/
For more updates, subscribe here: https://www.davidthomas.asia/ -form
Book a call here: https://www.davidthomas.asia/enquire-now/

Last week I attended the launch of the annual survey conducted by KPMG and USYD on ‘Demystifying Chinese investment in Australia 2023’ which includes 2022 and now shows the full picture going back to when the survey started in 2007 (16 years in total – see chart below). At first glance, the pi...

10/04/2024

Faced with the imminent challenge of a billion seniors, leading Australia's HealthTech sector into Asia demands leveraging capital for innovation amidst promising missions. It lays the foundation of our biotech excellence, urging a concerted effort to secure vital funding.

Learn more here: www.davidthomas.asia/ageing-pains

For more updates, subscribe here: https://www.davidthomas.asia/ -form

Book a call here: https://www.davidthomas.asia/enquire-now/

It seems I’m not the only one getting old, especially in the Asia Pacific region which, as can be seen from the latest infographic from Visual Capitalist below, will soon be home to 1 billion people over age 65. A more detailed breakdown can be found here. Of course this is nothing new. We’ve kn...

02/04/2024

It's both heartening and encouraging to see photos released from last week’s meeting at the Great Hall of the People between Chinese President Xi Jinping and representatives of the US business, strategic and academic communities. Even some of the most hardened cynics and detractors would, on balance, agree that meetings like this are positive for both countries (and the world) and a welcome relief from recent encounters between political leaders which take on a far more serious and confrontational tone. Read my blog for more...

Following on from last week’s Relationships before Transactions, it’s both heartening and encouraging to see photos released from last week’s meeting at the Great Hall of the People between Chinese President Xi Jinping and representatives of the US business, strategic and academic communities....

26/03/2024

Relationships before Transactions - Despite some of Asia’s significant economic advances in recent times, their approach to doing business remains refreshingly similar to the way they’ve done business over the past one thousand years i.e. they only do business with people they know, like and trust. It means we need to put the relationship first and take a long-term view about transactions. This advice will be especially valuable for Australian winemakers if/when the tariffs imposed on Australian wine are lifted. Read my blog for three tips for winemakers aiming to get it right this time...

Following last week’s successful visit to Australia by China’s Foreign Minister, Wang Yi, there appears to be a high expectation (at least according to the media) that the current tariffs on Australian wine imposed by China in late 2020 will be lifted, perhaps as early as next month. If this hap...