A New Era of Xi’s Centralized Power

The political shift towards an unlimited presidency represents China's most decisive change yet from the 1980s. Despite the cloud of a potential trade war with the US (which is increasingly low), this centralisation of power under Xi's administration will reduce domestic political uncertainty, accelerate market and social reforms, and ultimately boost the country's economic prospects.

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Belt and Road Presents a Rich Array of Opportunities

China's Belt and Road initiative (“BRI”), President Xi Jinping's international infrastructure strategy, has attracted a lot of attention from investors since it was announced in 2013. How can Singapore and fund managers such as ARA navigate the numerous risks to benefit from the tremendous opportunities that the BRI presents?

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