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Investment Updates · Special series

Reading Beijing: Chinese politics, and what it does to your money

A special series on how China's political machinery actually works — what can be known in advance, what genuinely affects a portfolio, and which of the headlines are just noise. Written for clients who hold China somewhere in their portfolio, which in Singapore is most of them.

China's next leaders are being chosen now, not in 2027 — and the policy is already written down

A four-day meeting in Beijing expelled 33 senior officials and left five of the seven men who command China's armed forces gone. The useful part for an investor is not who fell, but what the timing tells you about the next five years.

Read part 1 →