10 Apr 2024
Election season in Asia
Bansi Madhavani |
Powerhouse economies India and South Korea face elections. What does this mean for their economic growth and for the region?
Asia Pacific
25 Mar 2024
Playing the long game in Asia
Shayne Elliott | Chief Executive Officer, ANZ
With a long history in Asia, ANZ continues to grow its presence in the region – especially in mainland China.
22 Feb 2024
India defying expectations
Richard Yetsenga | Chief Economist, ANZ
India has made remarkable economic progress. But now it is in search of sustaining growth.
08 Feb 2024
India: Embracing potential
Dhiraj Nim & Sanjay Mathur | Foreign Exchange Strategist & Chief Economist Southeast Asia + India, ANZ
India’s budget chose prudence over populism, embracing the nation’s newfound economic potential. Here are the top five takeaways.
06 Dec 2023
Bengaluru: India's talent magnet
Brett Foley | Managing Editor, bluenotes
ANZ Chief Financial Officer Farhan Faruqui thinks something unique is happening as Bengaluru grows, and he thinks the bank will be an important part of that journey.
05 Dec 2023
A strong legacy and bright future in Vietnam
Shayne Elliott | Chief Executive Officer, ANZ
Vietnam is on the precipice of its global economic moment. For 30 years ANZ has backed this growth and the relationship is set to strengthen.
04 Dec 2023
Bringing scale and strength to the Pacific
Sarah Stubbings | ANZ Regional Executive, Pacific
By simplifying and standardising, ANZ will continue to help local communities thrive in the Blue Pacific.
25 Oct 2023
Taiwan’s net zero push
John Duthie & Chelsea Chu | Head of Taiwan Research and Analysis & Head of Corporate Coverage Taiwan, ANZ Institutional
It only took Taiwanese industry one generation to position itself as the most important semi-conductor manufacturer globally – now that sector is transforming to net zero. Australia and New Zealand can help.
20 Oct 2023
Asia’s next growth journey
Richard Yetsenga | Chief Economist, ANZ
China was once the only story in town, but growth in the nation of 1.4 billion people is slowing. For capital, the rest of Asia beckons.
05 Oct 2023
Riding the mobile wallet tourism wave
John Campbell | GM Transact & Save, Australia Commercial, ANZ
China has embraced digital wallets, is Australia equipped for the tourist spending spree?
02 Oct 2023
Infrastructure key to unlocking the Blue Pacific
Sarah Stubbings | ANZ Regional Executive, Pacific
The Pacific has enormous optimism and opportunity. To ensure economic growth and better living standards, the region must address the infrastructure investment gap.
04 Sep 2023
Truth or dairy: are milk prices going up or down?
Michael Whitehead | Executive Director for Agribusiness Industry Insights, ANZ
Dairy products such as butter, cheese and yoghurt could get more expensive in coming months, but not for everyone.
30 Aug 2023
Get on board the India train
Richard Yetsenga | Chief Economist, ANZ
Its growth doesn’t fit any pattern seen before, but everyone wants to be a part of the India journey. First you need to understand the nuance of this country of 1.4 billion people.
29 Aug 2023
China’s mortgage risk
Raymond Yeung | Chief Economist Greater China, ANZ
If property values drop 30 per cent in China, 12 per cent of the country’s mortgage book will be in negative equity. If the price drops by half, that figure rises to 51 per cent.
16 Aug 2023
El Niño: impacting the regional food bowl?
Krystal Tan | Asia Economist, ANZ
El Niño is underway, and while it impacts Southeast Asian and Indian agriculture it also turns up the heat on food imports and inflation. How do nations navigate this?
15 Aug 2023
New Zealand pushes through adversity
Brett Foley | Managing Editor, bluenotes
Inflation. Recession. Natural disasters. How can we deal effectively with emerging challenges? Look to New Zealand.
04 Aug 2023
China and India: switching lanes?
Daniel Hynes, Soni Kumari & Dhiraj Nim | Senior Commodities Analyst, Commodities Strategist & Economist/FX Strategist, ANZ
By 2030 India’s growth is expected to speed up, China’s is expected to slow – what does this mean for the materials used to build both nations’ futures?
31 Jul 2023
India’s push to become global growth engine
Sunjay Mathur, Dhiraj Nim & Arindam Chakraborty | Chief Economist, Southeast Asia/India, Economist/FX Strategist, Economist, ANZ
India’s economy is growing, but reform must continue. At stake is the prosperity of millions.
07 Jul 2023
Paper tiger, hidden dragon?
Raymond Yeung | Chief Economist Greater China, ANZ
Is China on the brink of a Japan style “lost decade”, or is the powerful engine just idling?
14 Jun 2023
The opportunity of India’s accelerating development
Shayne Elliott | Chief Executive Officer, ANZ
The world is finally taking notice of India and it’s economic and social trajectory. However, even a regular visitor can be taken aback by the pace and scale of the change.
13 Jun 2023
Green led recovery
Dean Spicer | NZ Head of Sustainable Finance, ANZ
New Zealand’s response to floods and Cyclone Gabrielle provides a model as to how to rebuild after a climate change disaster.
24 May 2023
Asia debating which currency to peg its hopes on
Raymond Yeung | Chief Economist Greater China, ANZ
Ongoing calls for Hong Kong to change its $HK peg have intensified as the Chinese Yuan rises but there’s a difference between reserve currency status and exchange rate anchoring.
16 May 2023
New Zealand Outlook: Rates Ruffle Feathers
Sharon Zollner | Chief Economist New Zealand, ANZ
The labour market will weaken, housing will slow, business is moderating. The outlook for New Zealand is for a recession but are still more rate hikes needed?
11 Apr 2023
China: Innovate or stagnate?
Richard Yetsenga | Chief Economist, ANZ
The “China miracle” is not over but it is evolving. And productivity improvement is central to that change.
06 Apr 2023
Elliott asks leaders: do you know what you’re doing?
Joydeep Sengupta | Senior Partner, McKinsey & Company
Shayne Elliott on why leaders need to question themselves, even as they are driving seismic change.
30 Mar 2023
China's fading youth an economic time bomb?
Peter McDonald | Emeritus Professor of Demography, ANU
China’s birth rate is slowing. From where will the next generation of workers emerge?
23 Mar 2023
EV does it
Jeff Whalley | Senior Journalist, ANZ
Ups and downs in raw material prices. National battles to become battery makers. The quest to move up the EV value chain is no flat track.
22 Mar 2023
Mine the gap
Gene Tunny | Director Adept Economics
Queensland business RDO Equipment is ready for Queensland’s “critical minerals” boom.
17 Mar 2023
China ore bust?
Prof James Laurenceson | Director, Australia-China Relations Institute, UTS
The story is Australia is diversifying trade across Asia. The reality is reliance on China is as strong as ever.
09 Mar 2023
India arrives at a new dawn
Shayne Elliott | Chief Executive Officer, ANZ
Predictions of India’s economic ascendency have abounded for years – and it may be about to fulfill that promise.
27 Feb 2023
The Pacific: An ocean of opportunity
Sarah Stubbings | ANZ Regional Executive, Pacific
In pictures: 142 years of ANZ in the Pacific. A century and a half of investment and growth.
23 Feb 2023
Banking on Asian diversity
Shayne Elliott | Chief Executive Officer, ANZ
To walk with clients in Asia, you need your feet on the ground.
03 Aug 2022
Succeeding together across geographies
Kathryn van der Merwe | Group Executive – Talent & Culture, ANZ
ANZ’s Head of Service Centres says companies must focus on flexibility, meaningful and interesting work and career progression to win the war for talent.
28 Jul 2022
China’s massive renewable energy investment
Betty Wang & Soni Kumari | Senior China Economist & Commodity Strategist, ANZ Institutional
As China aims to achieve carbon neutrality by 2060 its infrastructure investment spend will boom – much of it in renewable energy projects and smart grids.
07 Jul 2022
China economy: a gradual shift, more suddenly
Richard Yetsenga | Chief Economist, ANZ
Structural economic shifts in China may have fundamental and far-reaching implications for the population.
17 Jun 2022
The economic opportunity as Fiji recovers
Rabih Yazbek | Country Head for Fiji, ANZ
Fiji’s tourism industry was devastated by COVID-19 travel bans but the Pacific nation is finding new ways to thrive.
17 Jun 2022
Patching up after a crisis
Victoria Kanevsky | Contributing editor, BlueNotes
COVID-related lockdowns in Fiji could have left one manufacturing business with nothing. Ongoing support helped with their recovery.
31 May 2022
Singapore: cost of living bites
Khoon Goh | Head of Asia Research, ANZ
Global economic shifts can sometimes be felt in seemingly minor ways – such as the price of a chicken rice set.
28 Apr 2022
China economy: growing pains avoided. For now
Betty Wang, Zhaopeng Xing & Raymond Yeung | Senior China Economist, Senior China Strategist & Chief Economist China, ANZ
Ongoing support measure are critical to address underlying growth issues in China despite recent better-than-expected data.
12 Apr 2022
Fiji economy: changing gears
Kishti Sen | Pacific Economist, ANZ
The Fijian economy looks set to remain in good shape in 2022 but upstream price pressures such as higher import and unit labour costs are a risk.
25 Mar 2022
A third paradigm for Aus-Japan investments
Ian Williams & Tatsuki Shiratsuchi | Senior Advisor & Solicitor, Herbert Smith Freehills
Despite the strong economic performances of Australia and Japan in 2021, M&A activity was lower than anticipated.
17 Mar 2022
China’s geopolitical balancing act
Betty Wang | Senior China Economist, ANZ
The devastating ongoing Russia-Ukraine conflict will have an impact on China’s external trade flows.
11 Feb 2022
Green demand emerges in emerging Asia
Sarah Ng, Stephanie Vallance & Takehiro Yamamiya | Dir. Asia & ME Capital Markets, Dir. International Sus Finance & Dir. Rates & Credit Sales Japan, ANZ
Sustainability reporting – though in its infancy in some emerging markets - is evolving rapidly. It’s needed to keep pace with demand.
01 Feb 2022
Does economic prosperity await the Year of the Tiger?
Raymond Yeung, Betty Wang & Zhaopeng Xing | Chief Economist, Greater China, Senior China Economist, Greater China, and China Markets Economist at ANZ
What can be expected of China’s economic outlook in the Year of the Tiger?
28 Jan 2022
Tonga recovery: one day at a time
Kishti Sen & Tom Kenny | International Economist & Senior International Economist, ANZ
The road to recovery for the Tongan community will be tough. Support from neighbouring nations is essential.
11 Nov 2021
Tourism touches down in Fiji
Nathan Wilson | Head of Commercial Banking Fiji, ANZ
Following a highly successful vaccination campaign and stringent COVID-19 safety protocols, Fiji is ready to accept tourists once again and rebuild the economy.
07 Oct 2021
Broken links in global supply chains
Robert Law | Director of Advisory & Insights, Asialink Business
The pandemic has made supply chain shortages a popular household topic in communities around Australia and globally.
17 Sep 2021
Rewriting China’s economic glossary
Raymond Yeung | Chief Economist Greater China, ANZ
New economic linguistics in China have placed an emphasis on resource redistribution and interconnectedness.
19 Aug 2021
Supply chains: shifting sands
Bansi Madhavani | Senior Economist, ANZ
Diversified supply chains may have increased manufacturing in regions outside China. But it still dominates global trade.
17 Aug 2021
Pacific islands: economic outlook
Kishti Sen & Tom Kenny | International Economist & Senior International Economist, ANZ
It’s been a tough time for Pacific island communities and economic conditions remain a challenge for the rest of 2021.
09 Aug 2021
Southeast Asia: forecast less certain
Sanjay Mathur | Chief Economist Southeast Asia & India, ANZ
Ongoing COVID-19 infections and restrictions have dampened the forecasted recovery in Southeast Asia.
30 Jul 2021
Building resilience in Fiji tourism
Sharon Klyne | bluenotes contributor
Critical tourism infrastructure is being built in Fiji to support the post-pandemic recovery.
29 Jul 2021
China policy: shifting the spotlight from tech
Richard Yetsenga | Chief Economist, ANZ
Policy shifts in China appear to be pulling away from ‘barbaric growth’ in the technology sector.
02 Jul 2021
Vaccination progress picks up the pace in Asia
Krystal Tan | Asia Economist, ANZ
Asia’s vaccine roll-out is at an inflection point. We may finally be seeing the beginning of the end of the COVID-19 drag on the region’s growth.
29 Jun 2021
Vaccines an injection of hope for Pacific
Kishti Sen & Tom Kenny | International Economist & Senior International Economist, ANZ
A strong rollout of COVID-19 vaccinations in the Pacific is paving the way for economic recovery.
17 Jun 2021
India’s vital role against climate change
Krystal Tan & Rini Sen | Economists, ANZ
India is highly vulnerable to the risks from climate change so the nation is pushing hard for progress towards decarbonisation goals.
15 Jun 2021
China commodities: clear waters, lush mountains
Daniel Hynes, Soni Kumari & Dhiraj Nim | Senior Commodities Analyst, Commodities Strategist & Economist/FX Strategist, ANZ
Could a focus on a cleaner future climate and economy destabilise China’s commodity markets?
07 Jun 2021
Tech at the wheel of Asia recovery
Bansi Madhavani | Senior Economist, ANZ
Booming demand and pandemic-related supply shocks have caused a strong upswing in Asia’s tech export growth.
10 May 2021
Insufficient momentum in Asia energy transition
Krystal Tan | Asia Economist, ANZ
Asia’s energy transition may be under way but the pace needs to increase rapidly to make a difference.
26 Apr 2021
Shifting corridors – can banks keep up?
Martin Smith | Head of Markets Analysis, East & Partners
Supply chain disruptions caused by the COVID-19 pandemic offer unprecedented opportunities and threats.
23 Apr 2021
Post-pandemic trade in Asia: cheer and concern
Dhiraj Nim & Sanjay Mathur | Foreign Exchange Strategist & Chief Economist Southeast Asia + India, ANZ
Are Asia’s financial markets adequately prepared for the eventual ‘re-opening trade’ of a post-COVID environment?
22 Apr 2021
High hopes for the hydrogen industry
John Hirjee | Executive Director Corporate Finance Institutional, ANZ
Australia can develop hydrogen into a new export commodity but there is increasing competition from other countries keen to grab a share of this potentially significant market.
19 Apr 2021
Australia-Japan investment pushes through roadblock
Ian Williams & Tatsuki Shiratsuchi | Senior Advisor & Solicitor, Herbert Smith Freehills
Unsurprisingly, Japanese investment in Australia took a hit in 2020. But the relationship remains as strong as ever.
19 Apr 2021
Asia’s tourism hopes slowly rise
Krystal Tan & Sanjay Mathur | Economist & Chief Economist Southeast Asia + India, ANZ
The tourism industry in Asia has been severely impacted by the pandemic. Can vaccination rollouts and travel bubbles kick-start the recovery?
14 Apr 2021
Hope still remains for India's economic recovery
Rini Sen | Economist - India, ANZ
In the midst of a major second wave of infections, India’s economy is actually holding up better than expected.
09 Apr 2021
The Pacific’s digital answer
Tessa Price | Regional Executive - Pacific Islands, ANZ
Digital banking is the answer to the Pacific’s geographic and under-banking challenges.
01 Apr 2021
Improving outlook in institutional banking
Mark Whelan | Group Executive Institutional, ANZ
ANZ’s institutional bank has restructured and built on 150 years of trading in the Asia Pacific. Now economic growth is picking up, the bank is well placed to benefit.
05 Mar 2021
Australia’s soft power outage
Greg Earl | Writer, editor and consultant
New survey shows Australia has fallen in the global ranks for education, tourism - and COVID-19 assistance.
03 Mar 2021
US-China relationship in need of reparation
Alan Mitchell | Columnist, bluenotes
The US-China trade tensions formed under the previous administration have not just suddenly disappeared under Biden.
02 Mar 2021
Vaccine progress: Mekong economies remain susceptible
Khoon Goh & Dhiraj Nim | Head of Asia Research & FX Analyst, ANZ
Although COVID-19 has been relatively contained in the Mekong region, vaccination lags will hold economies back from a full recovery.
01 Feb 2021
Pacific road to recovery requires regional solutions
Tessa Price & Kishti Sen | Regional Executive Pacific & International Pacific Economist, ANZ
Although the Pacific region avoided the COVID-19 health crisis it couldn’t dodge the economic crises. Support from Australia and New Zealand is critical for recovery.
25 Jan 2021
Asian economy looking brighter in 2021
Khoon Goh | Head of Asia Research, ANZ
After a long and challenging 2020, Asian economies will have a strong – albeit slightly uneven – rebound in the new year.
01 Dec 2020
Trade negotiations: which region has the best poker face?
Alan Mitchell | Columnist, bluenotes
A number of factors make Asia’s newest trading bloc different to those of the past. But China continues to hold the best hand.
17 Nov 2020
RCEP: signalling global trade
Khoon Goh | Head of Asia Research, ANZ
The Regional Comprehensive Economic Partnership Agreement has finally been signed. Almost a decade after it was first conceived.
19 Oct 2020
Aus business growth in Asia in the slow lane
Greg Earl | Writer, editor and consultant
The number of Australian-owned businesses operating in Asia has grown very little since 2003 - despite initiatives to encourage integration with the region.
29 Sep 2020
Central Banks get cryptic
Andrew Cornell | Past Managing Editor, bluenotes
As global interest rates crater and COVID-19 recessions metastasise, central banks are being forced to re-evaluate their role in currency and money creation.
18 Sep 2020
LONGREAD: sustainable development the ASEAN way
Merriden Varrall | Director Australia Geopolitics Hub, KPMG
Are the principles and structures of the ASEAN Way holding the region back from making steps towards sustainable development?
10 Sep 2020
ASEAN’s post-pandemic opportunity
Khoon Goh | Head of Asia Research, ANZ
ASEAN governments need better coordination and closer integration to thrive in a post-COVID world and avoid a long drawn recovery.
31 Aug 2020
COVID or not, Asia remains a growth opportunity
Isaac Rankin | Managing Director Commercial and Private Banking, ANZ
Australians companies which lean into their relationships in Asia will have a stronger chance of rebounding after the COVID-19 crisis.
20 Aug 2020
Aus financial services: room to grow
Kristen Bondietti | Director, ITS Global
Australia can leverage the uncertainty of a post-COVID environment to expand financial services exports to the Asia-Pacific region.
16 Jul 2020
Gov spending to revive Fiji
Kishti Sen & Tom Kenny | International Economist & Senior International Economist, ANZ
Fiji may have avoided the COVID-19 health crisis but it’s struggling with a severe economic crisis.
03 Jun 2020
Post-COVID China: recovery and the demand gap
Shane White | Content Manager, Institutional, ANZ
A gap in demand must be closed for China – and the world’s – economy to recover fully from the COVID-19 pandemic.
04 Mar 2020
A viral tsunami
Andrew Cornell | Past Managing Editor, bluenotes
As the world reacts to - and prepares against - a global pandemic, what do we know of the lifecycles of previous disasters?
03 Mar 2020
IN CHARTS: keeping up with COVID-19
Khoon Goh | Head of Asia Research, ANZ
Just as China seemed to be getting the coronavirus under control, the situation is worsening in other countries.
25 Feb 2020
Coronavirus grounds airport spend
Adelaide Timbrell & David Plank | Economist & Head of Aus Economics, ANZ
Travel bans and coronavirus-conscious travellers are hitting tourism in Australia, according to airport spend data.
10 Feb 2020
Australian economy suffers virus symptoms
Felicity Emmett & David Plank | Senior Economist & Head of Australian Economics, ANZ
Growing uncertainty surrounding the coronavirus will have a large impact on near-term GDP growth in Australia.
06 Feb 2020
Coronavirus, green swans and unknown unknowns
Tony Walker | Author and Political Analyst
The global economy is still recovering from fragilities of the last decade. Now coronavirus threatens to hit growth anew.
04 Feb 2020
Coronavirus: economic contagion
Khoon Goh & Dhiraj Nim | Head of Asia Research & FX Analyst, ANZ
As the frenzy surrounding Coronavirus continues, economic shockwaves are starting to radiate.
31 Jan 2020
Financing a changing climate
Stella Saris Chow | Head of Sustainable Finance – International, ANZ
Sustainable finance is growing rapidly, innovative products can help support companies in the transition to a lower carbon economy.
30 Jan 2020
APEC: the hope of the side
Tony Walker | Author and Political Analyst
At 30, and without formal powers, what can APEC achieve in an increasingly fraught region? APEC Study Centre director Craig Emerson explains.
29 Jan 2020
China’s fortune in the Year of the Rat
Raymond Yeung, Betty Wang & Zhaopeng Xing | Chief Economist, Greater China, Senior China Economist, Greater China, and China Markets Economist at ANZ
2020 marks the start of a new zodiac and a new decade. How will China fare in the Year of the Rat?
20 Jan 2020
Renewable transition: easier said…
Tsen Wong | Head of Energy Transition, Resource Energy and Infrastructure, ANZ Institutional
As the climate changes, the shift to renewable energy sources becomes more critical – but no simpler. Japan has a role.
03 Dec 2019
Kyuuka wo tanoshinde ne!
Hayden Dimes & David Plank | Economist & Head of Australian Economics, ANZ
Japanese tourists are finally heading abroad in growing numbers after almost two decades of flat growth.
22 Nov 2019
Greater Mekong: urbanising quicker than expected
Arun Navaratna & Khoon Goh | Senior Economist & Head of Asia Research, ANZ
Urbanisation in the Greater Mekong region could drive significant productivity gains and strong economic growth in the medium term - even more than forecast.
12 Nov 2019
Aus tourism exports lift as Asia gets richer
Adelaide Timbrell, Hayden Dimes & David Plank | Economists & Head of Australian Economics, ANZ
Tourism spending in Australia, particularly from Asia, is continuing to grow - even outpacing some resource exports.
08 Nov 2019
Japan: world leaders in robots and growing old
Tom Kenny | Senior International Economist, ANZ
Japan’s demographic challenges are impacting growth. Can automation and AI help drive improved long-term productivity?
07 Nov 2019
Asia growth: a missed opportunity
Richard Yetsenga | Chief Economist, ANZ
Value chains and business models in Asia are being adjusted in the wake of changes to the global trade environment, says ANZ Chief Economist.
28 Oct 2019
Libra in China: what’s in the stars?
Raymond Yeung and team | Chief Economist, Greater China & economics team, ANZ
Facebook’s digital currency holds as founder Mark Zuckerberg faces Congress. However, one party is yet to show its hand.
17 Oct 2019
US-China trade: a temporary truce
Tony Walker | Author and Political Analyst
An agreement may be in sight in the long-running US-China trade war. But history warns us of mirages.
15 Oct 2019
Olam Vietnam: sustainability more than catchphrase
Shayne Elliott | Chief Executive Officer, ANZ
ANZ CEO & Olam’s Prakash Jhanwer chat about Vietnam’s development and the role of purpose and social responsibility.
14 Oct 2019
Regional trade: more than two giants
Greg Earl | Writer, editor and consultant
Although the spotlight is firmly fixed on the US and China, other players are starting to receive attention in global trade.
09 Oct 2019
Chongqing: balancing on the pillars of trade
Farhan Faruqui | CFO, ANZ
The evolution of the Chongqing municipality will serve as an effective blueprint for future trade in China.
19 Sep 2019
Empire rising: the West’s fear of China
Kishore Mahbubani | Professor at the National University of Singapore
Is a subconscious – or conscious – fear of the “other” fanning the flames of US-China tensions?
17 Sep 2019
SIBOS19: businesses grow on Lygon
Adam Grant | Head of Trade & Supply Chain, ANZ
Distributed ledgers, long an answer without a question, are now being used to solve real problems for both businesses and customers.
12 Sep 2019
The future of Japanese tōshi in Australia
David Jacobs | CEO, Australia Japan Business Co-operation Committee
Mature Japanese investors are looking Down Under for opportunities to grow their sales network and gain know-how.
11 Sep 2019
China: diagnosing healthcare challenges
Felix Sekulla | State Director Health Queensland, Commercial Banking, ANZ
China has a massive population and rudimentary healthcare system. One tech company is using artificial intelligence to combat rising healthcare challenges like cancer and other diseases.
10 Sep 2019
SIBOS19: fintech takes one for the team
Shane White | Content Manager, Institutional, ANZ
The banking industry can thank fintechs for helping them refocus on the customer, say three ANZ experts.
30 Aug 2019
Pursuing solutions: Indonesia ready for growth
Jennifer Kusuma | Senior Asia Rates Strategist, Institutional, ANZ
Indonesia’s economy is poised for a much-needed leap in growth – and the stakes have never been higher.
13 Aug 2019
Global trade: the war clouds darken
Tony Walker | Author and Political Analyst
Trade-offs look increasingly unlikely in the Trump-Xi trade war and economic rations are looking bleaker.
12 Aug 2019
Vietnam’s path to success
Khoon Goh | Head of Asia Research, ANZ
Economic reforms in Vietnam have set it on the road to upper middle-income status.
09 Aug 2019
Chopping down the bamboo ceiling
Julie Chai | Founder & CEO, The Asian Leadership Project
Despite recent tailwinds encouraging change, Asian-Australians still face many barriers in the professional arena.
08 Aug 2019
Action must meet opportunity in Asia
Isaac Rankin | Managing Director Commercial and Private Banking, ANZ
Although not always easy, major benefits exist for businesses which expand into Asia.
02 Aug 2019
International education in Australia: more than just China
Hayden Dimes, Bansi Madhavani & David Plank | Economists and Head of Australian Economics, ANZ
Although the number of international students from China will continue to grow, Australia will also host more from other emerging nations.
31 Jul 2019
Australia’s tipping point from China
Luke Deer | Independent Researcher & Finance Tutor, University of Sydney Business School
Australia should look to China for future innovations in the fintech and payments sector.
29 Jul 2019
Positive reform driving India
Richard Yetsenga | Chief Economist, ANZ
Strong reform mandates set by the Indian government should lead to positive long-term growth for the nation.
12 Jul 2019
LONGREAD: infrastructure no longer just roads and bridges
Stuart Fuller | Head of Law, KPMG & Board Member, Asia Society Australia
The traditional concepts of infrastructure - or investment - are being strained by technology and innovation.
04 Jul 2019
Fake friends: Trump and Xi
Tony Walker | Author and Political Analyst
The relationship between the US and China is still in murky water following the G20 Summit.
01 Jul 2019
Trade dispute: heading down under
Hayden Dimes & David Plank | Economist & Head of Australian Economics, ANZ
The US-China trade war is opening up a hole in Australia’s GDP – and sinking hopes for a surplus.
27 Jun 2019
China’s war against aging
Raymond Yeung | Chief Economist Greater China, ANZ
Forget the trade war, China’s must negotiate its demographic challenges to ensure future growth.
25 Jun 2019
Japan: saying yōkoso to the world
David Lawson | Consul-General & Senior Trade Commissioner, Australian Consulate-General Osaka
Upcoming summits and expos will showcase Japan’s transformation and opportunities for business.
17 Jun 2019
Property lessons from abroad
Daniel Gradwell | Associate Director - Property, ANZ
Long-term outlooks and diversification are helping China stay on top of residential development.
14 Jun 2019
Australia-ASEAN-New Zealand: a trade agreement with pay off
Melissa Conley Tyler | Director of Diplomacy, Asialink
Free trade agreements can sometimes cause more trouble than their worth but one cross-region pact is doing surprisingly well.
13 Jun 2019
Trade in trouble: Asia must act
Wendy Cutler | Vice President, Asia Society Policy Institute
In the shadow of US-China tensions, the Asia Pacific must step up and lead reforms.
12 Jun 2019
Avoiding the zero-sum game in the Pacific
Tony Walker | Author and Political Analyst
Ahead of the next G20 Summit in Osaka, Australia must surely navigate the testy relationship between the US and China.
11 Jun 2019
Waiting on China’s ascendance
Richard Yetsenga | Chief Economist, ANZ
China’s private sector is facing a make-or-break scenario as the region’s access to credit hangs in the balance.
27 May 2019
A game of truths in Asia
David Green | CEO Singapore and Head of South East Asia, India & Middle East, ANZ
Don’t believe everything you read, Asia may not be slowing as quickly as first thought.
22 May 2019
What is the China-US endgame?
Raymond Yeung & Betty Wang | Chief Economist Greater China & Senior China Economist, ANZ
Trade conflict between the US and China is inevitable, according to ANZ Research.
21 May 2019
Australia’s place on the Asian menu
Staff writer | Institutional, ANZ
Australian agri exports to Asia are benefitted by geographical proximity and strong demand.
16 May 2019
LONGREAD: trade war? Gimme shelter
Tony Walker | Author and Political Analyst
The relationship between the US and China is reaching boiling point with outcomes which will impact many other nations, including Australia.
09 May 2019
Japan: entering the Reiwa era
Elizabeth Masamune | Managing Director of @Asia Associates Japan
Celebrations in Japan have erupted at the beginning of a new era, so will Reiwa really bring beautiful harmony?
08 May 2019
How to understand China’s economy
Zhaopeng Xing & Raymond Yeung | Markets Economist and Chief Economist, Greater China at ANZ
The debate surrounding whether China is over-reporting its GDP is starting to heat up again. Here’s how the numbers work.
06 May 2019
China-Australia trade: knitted together
Mark Bennett | Head of Aus Agribusiness, ANZ
Australia’s high-quality sheep and wool production is being bolstered by strong demand from Chinese markets.
18 Apr 2019
China-US tensions: the view from Japan
Mark Skulley | Freelance journalist
Escalating US-China tensions have led to a new type of cold war, according to a leading Japanese academic.
16 Apr 2019
The Asian Century: more than just China
Tony Walker | Author and Political Analyst
Asian economies are continuing to accelerate. So is Australia becoming an accidental geographic beneficiary?
15 Apr 2019
Q&A: the Asian century never ended
Shane White | Content Manager, Institutional, ANZ
ANZ’s Farhan Faruqui outlines the bank’s plans in an Asian region still brimming with opportunity for business.
11 Apr 2019
The Pacific: an arc of opportunity
Tessa Price | Regional Executive - Pacific Islands, ANZ
Renewed trade flows and digital innovation are opening up the relationship between the Pacific and Australia.
09 Apr 2019
NZ-China macro-economy: value-adding
Raymond Yeung | Chief Economist Greater China, ANZ
Major structural reforms in China may lead to agri and trade opportunities for New Zealand.
05 Apr 2019
Australia-Japan: the new wave of Japanese investment
Ian Williams | Partner, Herbert Smith Freehills
Japan’s direct investment into Australia has increased markedly over the last decade.
14 Mar 2019
US-North Korea negotiations: where now?
Tony Walker | Author and Political Analyst
Trump and Kim’s latest summit fizzled - is anyone truly surprised? But what does it mean?
13 Mar 2019
Fintech’s delicate balancing act
Leilah Schubert | Senior Media and Public Relations Advisor, UTS Business School
Researchers from Australia and South Korea have come together to discuss the challenges and opportunities of fostering fintech.
12 Mar 2019
China under the spotlight
Raymond Yeung | Chief Economist Greater China, ANZ
China’s trade war with the US has highlighted areas of improvement for its future economy.
08 Mar 2019
IWD2019: busting gender preconceptions in Hong Kong
Ivy Au Yeung | Chief Executive Officer ANZ Hong Kong
Women in Hong Kong aren’t just leaving work to look after the family, new research has shown.
08 Mar 2019
IWD2019: the women behind Japan’s real “womenomics”
Melanie Brock | Consultant
Stereotypes of Japanese women are outdated and unhelpful; one project is helping celebrate their achievements.
28 Feb 2019
Bishop: an uncertain world needs leadership not populism
Shane White | Content Manager, Institutional, ANZ
Outgoing MP and Former Australian Foreign Minister discusses the importance of strong leadership in times of global upheaval.
22 Feb 2019
Fiji: the value of vuvale
Saud Minam | Country Head of Fiji at ANZ
The Australian government’s step-up in the Pacific will have a positive impact on business confidence.
15 Feb 2019
US-China trade: finding the compromise
Tony Walker | Author and Political Analyst
A US-China trade compromise appears to be bumping towards some sort of conclusion.
14 Feb 2019
Asia: Not all in the same boat
Khoon Goh | Head of Asia Research, ANZ
Concern about Asia’s economy is growing but positive signs exist.
12 Feb 2019
The fourth industrial revolution and AI opportunities
Dr Ayesha Khanna | Co-founder & CEO, ADDO AI
Society continues to change and adapt to new technologies so businesses must make a conscious effort to keep up.
11 Feb 2019
The future of Japan’s Society 5.0
Elizabeth Masamune | Managing Director of @Asia Associates Japan
A super smart society can be Japan PM Abe’s legacy.
05 Feb 2019
Is Asia facing further downside risk?
Irene Cheung & Raymond Yeung | Senior Strategist, Asia & Chief Economist, Greater China, ANZ
China manufacturing is as weak as it has been for years. How will the rest of Asia hold up?
01 Feb 2019
China's service sector - composition, not size, matters
Raymond Yeung & Kanika Bhatnagar | Chief Economist, Greater China & Economist at ANZ
China’s service sector has room to expand but its what’s being served what matters most.
29 Jan 2019
ASEAN: economic community can step up
Luke Hunt | Journalist & Asian correspondent
Further liberalisation is needed within the ASEAN Economic Community for future growth.
21 Jan 2019
GBA: more than the next Silicon Valley
Philomena Leung & Luke Hurst | Professor of Accounting & Governance, Macquarie University & Director of Research & Information, Asialink
The complexities of the GBA project are huge; the benefits could be even greater.
15 Jan 2019
New year, new outlook
Richard Yetsenga | Chief Economist, ANZ
2019 is shaping up to be a less stressful year than 2018 for global markets, says ANZ Research.
11 Jan 2019
Viet Nam: a growing Tiger Cub
Khoon Goh | Head of Asia Research, ANZ
Viet Nam is forecast to be the fastest growing economy among its neighbours over the next five years.
10 Jan 2019
Asia: not so bleak after all
Sanjay Mathur | Chief Economist Southeast Asia & India, ANZ
The scope for further shocks to financial markets hitting Asia’s economic bottom line has shrunk.
07 Dec 2018
G20, the US and China: omens not good
Tony Walker | Author and Political Analyst
The dust has settled on a melodramatic G20 summit in Buenos Aires with trade and tariffs hitting a speed bump.
05 Dec 2018
South east Asia’s infinite capacity for surprise
Greg Earl | Writer, editor and consultant
It's not just China. South east Asia’s growth is becoming impossible to ignore and it’s happening at Australia’s front door.
30 Nov 2018
Why Chinese exports are not going to collapse
Richard Yetsenga | Chief Economist, ANZ
The US-China relationship (or lack thereof) continues to make headlines with trade and tariffs a key focus.
28 Nov 2018
Q&A: the way forward for the US & China
Andrew Cornell | Past Managing Editor, bluenotes
ESM Goh Chok Tong chats about Trump, the kind of China the world wants to see and Singapore’s next PM.
26 Nov 2018
Powering PNG
Nick Easingwood & Mark Baker | Director – Project and Export Finance & MD PNG, ANZ
New international partnership hopes to assist in developing a reliable energy supply for Papua New Guinea.
14 Nov 2018
Goh on China, the US & a looming Thucydides trap
Emeritus Senior Minister Goh Chok Tong | Former Prime Minister of Singapore
The question is no longer if China & the US will collide - but when and what form it will take.
07 Nov 2018
New world order: trading up
Tony Walker | Author and Political Analyst
The intangibles of an agreement drawing Australia and its neighbours closer may prove the biggest benefit.
29 Oct 2018
Australia's China exposure is overexposed
Richard Yetsenga | Chief Economist, ANZ
Australia is exposed to China but not singularly exposed.
26 Oct 2018
Aus service and consumer goods top Asia demand
Isaac Rankin | Managing Director Commercial and Private Banking, ANZ
With close to $A400bn in revenue up for grabs, it’s important for businesses to examine Asia.
17 Oct 2018
Women without borders
Andrew Cornell | Past Managing Editor, bluenotes
For innovation we need more women, more internationalists and more internationalist women.
12 Oct 2018
Slim Secret’s secrets to China
Mark Hand | Group Executive Australia Retail and Commercial Banking, ANZ
Australian health snack brand Slim Secrets made it big by helping Chinese consumers stay small.
11 Oct 2018
New world order: stuck in the middle with Trump
Tony Walker | Author and Political Analyst
The US-China trade war will not be good for Australia – particularly the agribusiness sector.
10 Oct 2018
The quick (and the rest) in treasury
Farhan Faruqui | CFO, ANZ
The rapidly evolving financial landscape is ensuring the shift from operational treasury to strategic treasury is virtually complete.
04 Oct 2018
The knock-on property effect in Singapore
Khoon Goh | Head of Asia Research, ANZ
Singapore’s move to cool property activity should help hold back growth in calendar 2018.
02 Oct 2018
The opportunities of Malaysia’s nation building
Brett Stevens | Commissioner for Victoria to Southeast Asia
Malaysia’s political shakeup highlights Southeast Asia infrastructure opportunities.
01 Oct 2018
There’s more to China than Beijing
Nick Henderson | Director, Asialink Business’ China Practice
China’s second-tier urban centres may be ‘smaller’ by China’s standards but have markets larger than some countries.
21 Sep 2018
LONGREAD: the silicon Silk Road
Farhan Faruqui | CFO, ANZ
Globalisation and changing demographics are fundamentally transforming the structure of trade.
13 Sep 2018
Supporting the future in Viet Nam
Sreeram Iyer | Chief Operating Officer - Institutional, ANZ
The commitment to support education in Viet Nam extends beyond the government to the companies which operate in its communities.
12 Sep 2018
LONGREAD: how the pacific six punch above their weight
Kishti Sen & Tom Kenny | International Economist & Senior International Economist, ANZ
Pacific region set to catch spillover from prosperous Asia; foreign aid, exports & remittances key growth drivers.
10 Sep 2018
New world order: the US’ missing APAC ‘pivot’
Tony Walker | Author and Political Analyst
Whatever happened to America’s turn toward the Asia Pacific?
05 Sep 2018
India will solve its banking crisis – but what happens then?
Richard Yetsenga & Sanjay Mathur | Chief Economist & Chief Economist, SE Asia & India, ANZ
India’s troubles shall pass – but don’t assume lending will return with vigour in quick succession.
05 Sep 2018
Is it too quiet in emerging Asia?
Andrew Cornell | Past Managing Editor, bluenotes
The search is on for the appropriate trade-off between growth and stability in Asia.
27 Aug 2018
Vietnam: a 20 year growth story
Khoon Goh | Head of Asia Research, ANZ
Positive growth outlook for Vietnam as it continues to attract inward foreign direct investment.
20 Aug 2018
China dials back on debt
Mark Rider | Chief Investment Officer, ANZ Wealth
The rapid growth in debt has now slowed in China. What’s next?
16 Aug 2018
Laos: bright business opportunities ahead
Vignarsone Mounalard | Implementation Manager ANZ, Laos
Landlocked Laos is overcoming its challenges, reforming, restructuring and opening itself to opportunities for investors.
15 Aug 2018
India & Australia: room to grow
Shashank Mendiratta & Khoon Goh | Economist & Head of Asia Research, ANZ
More needs to be done to boost investment flows and take advantage of the potential of the Australia–India trade relationship.
14 Aug 2018
Agri sector ripe for picking in APAC
Anna Green | CEO Philippines, ANZ
Conditions in the Philippines and broader APAC region are perfect for further agriculture M&A.
08 Aug 2018
Japan’s point of no return
Richard Yetsenga | Chief Economist, ANZ
There’s a laundry list of countries hoping Japan has a winning game plan for its ageing population.
03 Aug 2018
Own goals & the truth about China’s slowdown
Raymond Yeung | Chief Economist Greater China, ANZ
Is China facing a cyclical or structural slowdown? Here’s what the charts suggest.
31 Jul 2018
Could India lead the world on tech?
Shayne Elliott | Chief Executive Officer, ANZ
Shayne Elliott speaks to Australia’s High Commissioner to India Harinder Sidhu.
17 Jul 2018
Down by the GBA
Ivy Au Yeung | Chief Executive Officer ANZ Hong Kong
China’s greater bay area opens huge opportunities for faster growth in the world’s second-largest economy.
17 Jul 2018
Goodbye Kitty?
Terrie Lloyd | CEO, Japan Travel KK
Hello Kitty is in freefall. Who's going to save her?
09 Jul 2018
Building Fiji’s future
Kishti Sen & Tom Kenny | International Economist & Senior International Economist, ANZ
Fiji’s latest National Budget has a strong focus on infrastructure spending.
28 Jun 2018
How to make your long-distance relationship work
Helen Brown | Managing Editor, Bisnis Asia
There’s opportunity in Asia for Australian businesses and partnerships are the key to success.
25 Jun 2018
In Japan, politeness always pays
Elizabeth Masamune | Managing Director of @Asia Associates Japan
Good manners make a lasting impression in Japan, where locals try to ensure every moment of a guest’s experience is special.
19 Jun 2018
The bright new dawn for Timor-Leste
Andrew Young | CEO Timor-Leste, ANZ
Resolution of government impasse paves way for further growth in Pacific-island nation.
15 Jun 2018
Fiji’s good run continues
Kishti Sen & Tom Kenny | International Economist & Senior International Economist, ANZ
Despite frequent shocks from natural disasters, Fiji’s economy is continuing to grow.
12 Jun 2018
Is China the only light at the end of the tunnel?
Richard Yetsenga | Chief Economist, ANZ
With global growth at its peak, China’s liquidity policy looms as an increasingly important factor for the world.
06 Jun 2018
The digital sun is rising in south east Asia
Donna Webster | Director of Capability Development, Asialink Business
The digital economy is transforming every aspect of social and business life in ASEAN regions.
01 Jun 2018
New world order: is China all consuming?
Tony Walker | Author and Political Analyst
The China challenge is becoming more complex. It's a challenge suffusing Australia’s latest foreign policy white paper.
25 May 2018
ZTE & China’s electronics battlefield
Raymond Yeung & Kaushik Baidya | Chief Economist Greater China & Economist, ANZ
ZTE incident will surely spur China’s domestic chip production and R&D activity.
23 May 2018
Japan: a rising or waning sun?
Andrew Cornell | Past Managing Editor, bluenotes
Growth in Japan has dried up. Is this the end of Abenomics?
22 May 2018
Is the trade war really over?
Raymond Yeung | Chief Economist Greater China, ANZ
The China-US armistice is good news but the crux of the matter has yet to be addressed.
07 May 2018
China’s not-so-secret competitiveness weapon
Betty Wang & Raymond Yeung | Senior China Economist & Chief Economist Greater China, ANZ
The Guangdong-Hong Kong-Macao Greater Bay Area is a recipe for China’s global integration plan.
02 May 2018
Has Asia missed a growth trick?
Sanjay Mathur | Chief Economist Southeast Asia & India, ANZ
Could soft manufacturing data out of Asia herald something more significant?
25 Apr 2018
Yeo on Singapore, ASEAN and the rise of China
Andrew Cornell | Past Managing Editor, bluenotes
Eminent Singaporean George Yeo shares his insights and comparatively dovish view on China’s rise.
25 Apr 2018
ON THE COUCH: China, the second sun in the firmament
Andrew Cornell | Past Managing Editor, bluenotes
George Yeo sits down with bluenotes to Chat about the geopolitical disruption of China.
20 Apr 2018
For China, devaluation is a bad idea
Raymond Yeung & Khoon Goh | Chief Economist Greater China & Head of Asia Research at ANZ
It’s not in China’s best interests to devalue the yuan as it would go against two key priorities of its own government.
20 Apr 2018
PNG is on the cusp of a super cycle in mining investment
Kishti Sen | Pacific Economist, ANZ
Short-term growth in the Pacific nation will remain subdued but longer-term prospects are more encouraging.
11 Apr 2018
China commits to reform
Betty Wang | Senior China Economist, ANZ
New Governor of People’s Bank of China lays out timelines for country’s economic reforms.
09 Apr 2018
Emerging Asia: not so young after all
Eugenia Victorino | Economist, ANZ
A demographic transition is under way in Emerging Asia, what will this mean for growth?
03 Apr 2018
Hong Kong: from gateway to highway
Raymond Yeung | Chief Economist Greater China, ANZ
Is Hong Kong starting to lose its edge in merchandise trade?
27 Mar 2018
Australian agtech’s Asian advance
Mark Whelan | Group Executive Institutional, ANZ
Agri growth in ASEAN is poised to follow the China blueprint – and Australian exporters can take advantage.
23 Mar 2018
Japan’s quest to win friends and influence people
Mark Skulley & Jim Skulley | Freelance journalist & Honours student in international relations at La Trobe University
Japan still looks to the US to anchor its security but the signing of the revived TPP shows how it is looking further afield.
22 Mar 2018
Singapore’s growth potential understated
Khoon Goh | Head of Asia Research, ANZ
A stronger growth forecast in Singapore is due to two key domestic drivers of growth, says ANZ’s Head of Asia Research.
21 Mar 2018
Tassie cherries on China’s echeckout
James McKeefry | State Agriculture Manager, Victoria and Tasmania, ANZ
China’s JD.com sold 160 tonnes of cherries in one day in 2017. The size of the opportunity is mind boggling.
20 Mar 2018
Ausbiz goes bullish on ASEAN
Elizabeth Rudall | bluenotes contributor
Survey shows growing commitment to boost trade and investment in Southeast Asia.
16 Mar 2018
Singapore an engine for two-way trade
David Green | CEO Singapore and Head of South East Asia, India & Middle East, ANZ
Singapore’s historic role in the ASEAN region continues to become even more significant.
15 Mar 2018
ASEAN in Australia: full coverage
Mark Whelan | Group Executive Institutional, ANZ
We bring you views and insights on what lies ahead for the ASEAN-Australian Special Summit.
15 Mar 2018
Australia’s key role in the ASEAN economy
Mark Whelan | Group Executive Institutional, ANZ
The importance of the growing economic scale of ASEAN cannot be underestimated.
15 Mar 2018
ASEAN rising: four unique trends shaping a dynamic market
Megan Mulia | Director Research and Information, Asialink Business
Over 2,500 organisations and individuals were asked about changes in ASEAN for Aussie businesses – here’s what they said.
15 Mar 2018
ASEAN’s agri imports and exports in five charts
Michael Whitehead | Executive Director for Agribusiness Industry Insights, ANZ
Research by ANZ shows trade in agri consumption products with ASEAN regions is peaking.
13 Mar 2018
LONGREAD: good vibes and a fresh focus at ASEAN
Greg Earl | Writer, editor and consultant
Australia is looking to shed its quarry or farm-based image at ASEAN as it prepares for a very different future.
13 Mar 2018
ASEAN: the case for diversification
Khoon Goh | Head of Asia Research, ANZ
ANZ’s Head of Asia Research discusses the need for Australia’s trade and investment engagement with ASEAN to diversify.
09 Mar 2018
LONGREAD: can ASEAN’s opportunity equal China?
Anna Green | CEO Philippines, ANZ
The ASEAN opportunity provides learnings from the China experience for Australian businesses.
09 Mar 2018
China cash to hang around in bonds
Shane White | Content Manager, Institutional, ANZ
China’s bond-buying splurge across the Asia Pacific looks set to continue, expert says.
27 Feb 2018
Singapore on front foot over demographic challenges
Khoon Goh | Head of Asia Research, ANZ
City nation set to raise GST rate in order to stave off ageing population issues.
20 Feb 2018
Top consumer trends in Asia’s emerging markets
Ivan Uzunov | Research Manager, Euromonitor International
Asia’s emerging markets are experiencing rapid urbanisation – which is good news for retailers.
16 Feb 2018
Celebrating opportunity on Lunar New Year
Tony Field | bluenotes contributor
We speak to an SME owner on celebrating a life and business in NZ in the Year of the Dog.
12 Feb 2018
China’s savings, offshore investment, in charts
Raymond Yeung & Kaushik Baidya | Chief Economist Greater China & Economist, ANZ
The domestic Chinese environment is becoming less supportive of low-risk investments.
31 Jan 2018
Asia’s education success story
Eugenia Victorino | Economist, ANZ
The challenge now is to cater to the needs of a rapidly changing labour market.
31 Jan 2018
What the new TPP means for Asia’s shifting winds
Philipp Ivanov | Chief Executive Officer, Asia Society Australia
The TPP lives again but policymakers have much to do to repair the good name of trade.
22 Jan 2018
Is China’s new economic focus working?
Dr Lauren Johnston | McKenzie Postdoctoral Fellow at the Melbourne Institute, University of Melbourne
The new economic era in China is well underway and its impacts are being felt widely.
17 Jan 2018
Singapore’s role in the RMB story
Anshul Sidher | Head of Markets Trading and Product, ANZ
China’s strategic currency goals are no secret – and other ASEAN nations stand to benefit.
11 Jan 2018
India, the elephant in the shadow of the dragon
Richard Yetsenga | Chief Economist, ANZ
India’s rise is too often compared to those which came before it, rather than on its own merits.
09 Jan 2018
When Mr Jones met Watanabe san…
Uenishi Hideo | Head of Retail and Wealth Japan, ANZ
Japan’s economy may finally be on a sustainable rise – but the country still needs to diversify its asset allocation.
08 Jan 2018
IN CHARTS: best yet to come for Indonesia
Ronny FRM | Director Loan Syndications & Specialised Finance, PT Bank, ANZ Indonesia
A look at Indonesia’s broader economy reveals room for improvement across GDP.
18 Dec 2017
China strategy: focus on the niches
Xiaoguang Huang | CEO Greater China, ANZ
As we come to the end of 2017, we look at ANZ’s future strategy in China.
06 Dec 2017
Is fintech Japan’s next Sony?
Andrew Cornell | Past Managing Editor, bluenotes
Japan may not be the highest-profile fintech market in the world but it is a particularly interesting one.
22 Nov 2017
The Japan, Australia business relationship: 1+1=3
Andrew Cornell | Past Managing Editor, bluenotes
The opportunity for corporate Australia and Japan to cooperate in third countries is large.
15 Nov 2017
Data vs the war stories in China
Andrew Cornell | Past Managing Editor, bluenotes
There’s always talk of failures in China, but the data suggest its appetite for foreign business will only grow – and quickly.
15 Nov 2017
Stars are aligning for Singapore growth
Khoon Goh | Head of Asia Research, ANZ
A long-awaited pick-up in business investment should sustain Singapore’s export momentum into 2018.
13 Nov 2017
The China question
Philipp Ivanov | Chief Executive Officer, Asia Society Australia
Can China effectively pursue a political tightening agenda while implementing ambitious reform?
27 Oct 2017
Five myths about China’s BRI, busted
Betty Wang | Senior China Economist, ANZ
We attempt to break down some common misconceptions related to China’s initiative.
24 Oct 2017
New world order: Xi’s China dream
Tony Walker | Author and Political Analyst
Chinese leader’s ambitious plan departs from growth-and-more-growth dictums of predecessors.
19 Oct 2017
The size of the Asian opportunity has doubled
Mark Hand | Group Executive Australia Retail and Commercial Banking, ANZ
The size of the Asian opportunity for Australian businesses has doubled in the last 12 months to $A278 billion.
18 Oct 2017
The languages of NZ stories
Tony Field | bluenotes contributor
In Chinese Language Week, we speak to a NZ SME owner who understands the importance of understanding culture.
16 Oct 2017
New world order: a bridge to China
Tony Walker | Author and Political Analyst
Shifting power balances and China’s developing BRI presents key decisions for the next Australian government.
16 Oct 2017
Kiribati’s story on the front lines
Mark Skulley | Freelance journalist
Kiribati's growth comes as the nation stares down the spectre of climate change.
13 Oct 2017
Scope for growth in NZ, ASEAN trade
Khoon Goh | Head of Asia Research, ANZ
NZ trade with ASEAN is growing but there are several potential areas it can be enhanced.
11 Oct 2017
NCCPC to likely see Xi’s vision for China’s future
Raymond Yeung & Betty Wang | Chief Economist Greater China & Senior China Economist, ANZ
China’s upcoming NCCPC is expected to see President Xi outline a new ideology for the country’s future.
10 Oct 2017
Making (internet) friends in Japan
Terrie Lloyd | CEO, Japan Travel KK
The Japanese are private people and social media in the region plays to its own tune.
04 Oct 2017
China’s currency balancing act
David Qu & Betty Wang | China Markets Economist & Senior China Economist, ANZ
What will come of China’s attempt to strike a balance in its economy?
21 Sep 2017
Playing the long game on China
Alan Mitchell | Columnist, bluenotes
China is a long-term project for Australian investment but acting now to strengthen investment policy is paramount.
18 Sep 2017
Growth backers: financing Asia’s rapid expansion
Carl Roberts | Head of ANZ Loan Syndications for South & Southeast Asia.
An infrastructure investment gap is opening up in Asia challenges regarding the availability and pricing of capital are increasing.
12 Sep 2017
Singapore: New Zealand’s open gateway to ASEAN
David Green | CEO Singapore and Head of South East Asia, India & Middle East, ANZ
New Zealand and Singapore have strong economic ties – but their joint ties to the region are vastly greater.
08 Sep 2017
From backroads to Beijing in regional Australia
Greg Earl | Writer, editor and consultant
Regional governments across the country are creating their own tailor-made connections in Asia.
24 Aug 2017
Room for more in Aus-ASEAN trade
Khoon Goh | Head of Asia Research, ANZ
Leveraging the opportunities with ASEAN will require deft handling of complex arrangements.
18 Aug 2017
China’s new digital dividend
Andrew Sheng & Xiao Geng | Distinguished Fellow at AGI & President, HKIIF
Sustaining rapid growth in China requires the country to keep moving up the global value chain.
16 Aug 2017
INTERACTIVE: Asia? Not yet
Thomas Hounslow | bluenotes contributor
Study finds biggest Australian companies are not yet properly equipped to succeed in Asia.
11 Aug 2017
From the clouds: Viet Nam’s aviation boom
Helen Clark | Freelance journalist & former Asian correspondent
The Vietnamese aviation sector is unrecognisable from 10 years ago and growth is only getting started.
10 Aug 2017
Fun in Japan on ‘Premium Friday’
Elizabeth Masamune | Managing Director of @Asia Associates Japan
It’s always a challenge to order an improvement in morale - as Japan has found out.
04 Aug 2017
China set to bolster regulatory oversight
Raymond Yeung | Chief Economist Greater China, ANZ
Asian giant mulls further regulatory reform amid convergence of financial services.
24 Jul 2017
Aus agriculture’s multi-sided China opportunity
Simone Stella | bluenotes contributor
Australian produce is embedded in the premium end of China’s retail market – but there are opportunities all along the supply chain.
18 Jul 2017
China signals strong hand at NFWC
Raymond Yeung | Chief Economist Greater China, ANZ
Asian giant plans to intensify financial oversight; looks to curb debt control on SoEs.
14 Jul 2017
Paradise, the Samoan way
Mark Skulley | Freelance journalist
bluenotes speaks to Samoan PM Susuga Tuilaepa Sailele Malielegaoi about the country’s future.
27 Jun 2017
Japan & the rise of the machines
Grant Knuckey | Chief Executive Officer, Japan, ANZ
In Japan, it’s unclear how the labour market’s path to productivity will play out.
13 Jun 2017
NZ Truckometer: up, up and ok
Sharon Zollner | Chief Economist New Zealand, ANZ
Latest reading suggests NZ economy still has plenty of momentum.
13 Jun 2017
Making hay while China shines: FDI in Australia
Mark Whelan | Group Executive Institutional, ANZ
Chinese investment in Australia is not an opportunity which can be taken for granted.
09 Jun 2017
ChAFTA’s bright future
Alan Oxley | Managing Director, ITS Global
On the second anniversary of the China-Australia Free Trade Agreement economic engagement is already deeper and broader.
09 Jun 2017
Business must lead support for free trade
Shayne Elliott | Chief Executive Officer, ANZ
ChAFTA has delivered vast improvements for people and businesses and will continue to do so.
08 Jun 2017
China’s risk-profile shift in five charts
Raymond Yeung | Chief Economist Greater China, ANZ
China’s price-driven recovery which came on the back of the commodity super cycle is starting to lose steam.
06 Jun 2017
The Mekong’s demographic tailwind won’t last forever
Eugenia Victorino | Economist, ANZ
How long can the Greater Mekong region depend on a young workforce?
01 Jun 2017
The end of China’s bike cycle?
Sara Brocklesby | Manager, communications & media, University of Melbourne
After two decades of modernisation and motorisation, China’s green push could see bikes make a comeback.
29 May 2017
Belt & Road, US & certainty key for RMB
Daniel Everett | Global Head RMB Strategy & Execution, ANZ
We run through the key themes to emerge from the RMB Global Cities Dialogue event.
24 May 2017
The grass is greener across the ditch
Andrew Cornell | Past Managing Editor, bluenotes
In Australia pessimism about the outlook prevails. It’s a different story in NZ. Why?
23 May 2017
Under the hood of China’s AUM opportunity
Tim Moloney | Global Head, FX Investor Sales, ANZ
China’s asset-management sector expanded sixfold from 2012 to end 2016. The opportunity is massive and growing fast.
19 May 2017
Moving on from China in Latin America
Mark Skulley | Freelance journalist
Like Australia, South America is trying to deal with China's economic slowdown – and it’s an Australian opportunity.
18 May 2017
China further opens up bond market
Raymond Yeung, David Qu & Betty Rui Wang | ANZ Economists
China takes another significant step toward liberalising its financial system.
12 May 2017
Good signs for Aus, Indo trade
Raj Wilson | Director of Marketing and External Relations at Asialink Business.
Indonesia’s economic growth and emergence as a vibrant middle-income economy is opening up opportunities for Australian businesses.
21 Apr 2017
China, wealth and weaker bonds
David Qu & Raymond Yeung | China Markets Economist & Chief Economist Greater China, ANZ
In early April reports suggested Chinese regulatory authorities were looking to tighten their surveillance of entrusted investments among different financial institutions.
18 Apr 2017
China’s grey market challenge
Warwick Smith | Chairman, Australia China Council & director, ANZ China
China is not alone in Asia in facing the challenges of an ageing society. Japan, Korea, Taiwan and Thailand face similar issues. Indeed some of these countries are ageing faster.
03 Apr 2017
There’s no slowing consumers in China: Blackmores CEO
Anna Green | CEO Philippines, ANZ
Don’t expect to see a slowdown in consumer activity in China, Blackmores CEO Christine Holgate says, as there’s no shortage of demand from the country’s rapidly growing middle class.
21 Mar 2017
ON THE COUCH: Singapore senior minister Goh on our crises of uncertainty
Andrew Cornell | Past Managing Editor, bluenotes
Goh Chok Tong has had a long, distinguished career in politics and public policy in Asia, including a crucial period as the Prime Minister of Singapore, succeeding founding PM Lee Kuan Yew. Now, as the global trading landscape faces its biggest shakeup in decades, what does he expect will happen next?
16 Mar 2017
Thailand’s new economy: poised for take-off but is the runway ready?
Greg Earl | Writer, editor and consultant
The sign at the entrance to Thailand’s U-Tapao airport declares grandly (and perhaps even more hopefully): One Airport, Two Missions.
14 Mar 2017
Does the future of trade look like RCEP?
Helen Clark | Freelance journalist & former Asian correspondent
Since the Trans-Pacific Partnership's demise was first promised by US President Donald Trump in 2016, policymakers and businesses across the Asia-Pacific have been looking more seriously to the China-led Regional Cooperative Economic Partnership - especially given China’s refusal to join a rejigged US-free TPP.
07 Mar 2017
China confirms structural reforms, growth target
Raymond Yeung | Chief Economist Greater China, ANZ
China has outlined plans to strengthen its structural reforms efforts, including capacity reduction, property destocking and deleveraging, as well as confirming expectations of a slight downgrade to growth and money supply targets.
07 Mar 2017
Is your business ready for Asia?
Mark Hand | Group Executive Australia Retail and Commercial Banking, ANZ
Australian businesses have been successfully exporting for many years and the growth of offshore opportunities has been enormous – bolstered in recent years by the rise of the Chinese middle class. But an ongoing challenge is actually taking advantage of opportunity.
28 Feb 2017
Secrets of startup success – from Viet Nam
Greg Dodds | Ex-Senior Trade Commissioner, Japan & Vietnam veteran
Lai Hoang Hung lives in a gated community just outside Ho Chi Minh City in Viet Nam. His family company HTD is a market leader in the vital sector of industrial building materials.
27 Feb 2017
Stopping the bubble: what to watch at China’s NPC
Raymond Yeung | Chief Economist Greater China, ANZ
The Chinese government is likely to embrace an attitude of risk-management across many of its policies in 2017. This approach will come into sharp focus at China's National People’s Congress in March.
17 Feb 2017
The only place you need to be in China is online
Tim Harcourt | Author, The Airport Economist
Opportunities from the growing Chinese middle class continue to emerge for companies around the world and there’s no bigger opportunity than the online market.
14 Feb 2017
Confronting China’s policy trilemma
Khoon Goh | Head of Asia Research, ANZ
The fall in China’s forex reserves below the $US3 trillion mark in January – its lowest level in six years - in itself is not an issue for the Asian giant. China still has adequate levels of reserves.
14 Feb 2017
Changing streams on the Mekong River
Luke Hunt | Journalist & Asian correspondent
The use of the Mekong River is changing rapidly. Aquaculture and fish farming are now among the high growth industries, offering employment and better standards of living, but at the expense of traditional fishermen who have plied these waters for centuries.
06 Feb 2017
Two sectors facing a new economic global order
Khoon Goh | Head of Asia Research, ANZ
In January Xi Jinping became the first Chinese President to address global political and business leaders at the World Economic Forum, defending free trade and outlining China’s intent to play a greater global role as the United States turns its attention to home soil.
30 Jan 2017
Asia still key to global economic growth
Mark Whelan | Group Executive Institutional, ANZ
Global trade is vital to global economic growth and ultimately vital for Australian jobs. Therefore it’s heartening to hear the region’s leaders remain vocal in their support of a transparent and open trading system – despite US President Donald Trump’s rejection of the Trans Pacific Partnership (TPP).
23 Jan 2017
One belt, one road and one massive China opportunity
Richard Holdcroft | Freelance journalist
China’s Belt and Road Initiative, sometimes referred to as the 21st-century Marshall Plan, is far grander in its scope and ambition than the post-World War II US aid initiative.
30 Nov 2016
A visit to China: beyond excess credit
Richard Yetsenga | Chief Economist, ANZ
Escalating RMB volatility, mismanaged equity market reforms causing gyrations in local and global asset prices - 2016 began with Chinese governance squarely in the spotlight.
28 Nov 2016
China won’t wait for Trump
Tony Walker | Author and Political Analyst
Donald Trump has repeated his pledge to abandon America’s commitment to the Trans-Pacific Partnership (TPP) trade agreement on “day one’’ of his presidency.
15 Nov 2016
LONGREAD: the Rising Sun rising again in Australia
Greg Earl | Ex-Japan Correspondent & Pacific Editor, AFR & Former Member of the Australia Japan Foundation board
Shigetoshi Nagasawa thought he was nearing the end of a faltering 10-year experiment in making Japan’s favourite comfort food in Australia when he took an accidental stroll around a supermarket.
15 Nov 2016
Collateral damage: the emerging market growth story under threat
Andrew Cornell | Past Managing Editor, bluenotes
The Donald Trump presidency remains an unknown quantity. As Reserve Bank of Australia deputy governor Guy Debelle told a conference last week, the only certainty is uncertainty and if you’re going to write volatility insurance charge a high price for it.
08 Nov 2016
Aussie businesses set to gain $138 billion if they take up Asia opportunity
Fred Ohlsson | Group Executive, ANZ Australia
In 1900, Australia exported goods valued at £40 million to our primary trading partner the United Kingdom. The total trade with the UK was more than five times the total trade with Australia's second-largest trading partner, the USA – a strong reflection of Australia’s close historical association with the British Empire.
04 Nov 2016
The Mekong: who’s training who? And who’s supplying who?
Eugenia Victorino & Weiwen Ng | Economists, ANZ
In the Mekong there’s a pronounced disparity between the size and relative development stage of each of the region’s economies - apparent to anyone who has spent time doing business there.
04 Nov 2016
Under the surface in Seoul
Tareq Muhmood | CEO Korea & Managing Director Global Subsidiaries, ANZ
Korea was once known as the ‘hermit kingdom’, a name stretching back centuries. Things have definitely moved on since then. Samsung, LG and Hyundai are global brands. Korean pop culture is huge across Asia (and even the world with Gangnam Style).
02 Nov 2016
China, credit and seeing unforseen risk
Greg Au-Yeung | Head of Technology China, ANZ
Not all risks are obvious. Some genuinely cannot be foreseen but others are missed because of outdated information, the wrong source of data, poor judgement or inconsistent processes.
30 Oct 2016
One child, two children - what will it mean for China (and cows)
Li-Gang Liu | Former Chief Economist Greater China, ANZ
China's decision to relax its one child policy will inevitably have an impact on China's population and GDP growth. According to ANZ analysis, China will become the largest economy and the second largest consumer market in 2020.
30 Oct 2016
ANZ refocuses Asia operations; sells retail, wealth arms; concentration on institutional
Paul Edwards | Manager Operations Strategy, ANZ
ANZ will concentrate its resources on institutional banking in Asia with the sale of a portfolio of retail and wealth management assets to Singapore-based DBS.
30 Oct 2016
Asia retail, wealth sale positive for institutional business: Whelan
Paul Edwards | Manager Operations Strategy, ANZ
The sale of five wealth and retail business by ANZ in Asia will allow greater focus on the institutional business in the region, according to ANZ’s head of institutional banking Mark Whelan.
28 Oct 2016
India’s daunting scope for growth
Jonty Ephron | Chief Risk Officer India, ANZ
India’s importance as an emerging market has been well known for almost two decades: it was one of the original BRIC – Brazil, Russia, India, China - economies championed by Goldman Sachs in the early 2000s.
25 Oct 2016
The uncharted Mekong is ripe for picking
Anna Green | CEO Philippines, ANZ
With global trade growth slowing and global economic growth floundering in 2016, smart business continues to look for opportunities to grow in regions bucking this negative trend. The Greater Mekong Subregion (consisting of Southern China, Myanmar, Laos, Vietnam, Thailand and Cambodia) presents such an opportunity.
21 Oct 2016
Australia in Japan: a tale of two teams
Grant Knuckey | Chief Executive Officer, Japan, ANZ
Observing the story of Australian business in Japan in recent times is a little like watching two different Australian sports teams.
14 Oct 2016
Will bad loans turn China upside down?
Raymond Yeung | Chief Economist Greater China, ANZ
China’s bad and doubtful debts are growing and it is a concern.
11 Oct 2016
LONGREAD: the second wave of Japanese investment in Australia
Ian Williams | Partner, Herbert Smith Freehills
Australia and Japan share an enduring history of business collaboration that has created significant value for both economies.
10 Oct 2016
China’s credit risk problem
Kieran Davies | Former Economist, ANZ
As China’s economy transitions towards a focus on consumption, credit risk remains a problem – and one that is only getting bigger.
07 Oct 2016
What Asia’s food boom means for Australia
Zilla Efrat | Freelance journalist
Asia’s ballooning middle class is opening up huge opportunities for Australia to switch its exports to the region from mining to dining. But the challenge is not demand, it’s supply – and more pointedly, resourcing supply.
07 Oct 2016
LONGREAD: the Asian super cycle is here
Graham White | Author
For nervous investors or for those seeking work or welfare in the stumbling economies of the West, it may come as a surprise to learn we are living through a golden age of economic advancement.
04 Oct 2016
Japan’s workplace culture is at a crossroads
Elizabeth Masamune | Managing Director of @Asia Associates Japan
In a society where being part of a group has traditionally mattered above all else, Japanese people are coming to demand more choices about the way they live their lives. The needs of the individual and the pursuit of personal happiness have come to matter more.
04 Oct 2016
Hong Kong vs Singapore: which is the best regional centre?
Emma Davine & Kunal Dey | Head of Client Solutions Transaction Banking & Head of Global Subsideries, ANZ
Many multinational corporations look to set up their regional treasuries – the nerve centre of where they manage their finances – in one of Asia’s financial centres. But which one best suits the needs of business?
21 Sep 2016
LONGREAD: Is Japan a boiling frog?
Dr David Morgan | Managing Director, JC Flowers & co
Doubtless the anecdote of the boiling frog is familiar: if a frog is placed in boiling water, it will jump out but if it is placed in cold water that is slowly heated, it will not perceive danger and will be cooked to death.
14 Sep 2016
How the rising sun shines on the long white cloud
Grant Knuckey | Chief Executive Officer, Japan, ANZ
For at least the last five years, the discussion around foreign investment in New Zealand has focused on China. It’s not surprising given over that period Chinese (including Hong Kong SAR) direct investment into the country has increased fivefold, from a cumulative total of about $NZ1 billion in 2010 to well over $NZ5 billion in 2015.
14 Sep 2016
China has mortgage issues, not a property bubble
Raymond Yeung | Chief Economist Greater China, ANZ
Whether China has a property bubble is an academic debate. The bottom line is the odds for a prolonged property slump are low on the back of urbanisation and the end of the deflationary threat.
13 Sep 2016
Indonesia’s underrated economic lynchpin
Greg Earl | Writer, editor and consultant
How many people could name the closest large metropolis to Australia? Singapore, Wellington, perhaps even Port Moresby might come to mind.
09 Sep 2016
How China celebrated its yuaniversary
Daniel Everett | Global Head RMB Strategy & Execution, ANZ
Just on a year ago, China made a historic move towards a (theoretically) more market-determined exchange rate by changing the way its daily midpoint fixing of the yuan was calculated.
09 Sep 2016
Obama, Lagarde and making business easier at ASEAN
Anna Green | CEO Philippines, ANZ
Does the Association of Southeast Asian Nations (ASEAN) have a role in a modern Asian economy? And the world?
08 Sep 2016
Waiter, is this caviar Beluga, Sevruga or Vietnamese?
Luke Hunt | Journalist & Asian correspondent
In the exotic dining stakes, Vietnamese cuisine has built a reputation based on its culinary history, the fusion of tropical herbs and European, particular French, influences – like banh mi (baguette) and pho (pot au feu). Now though the Southeast Asian state is succeeding with even less-traditional fare. Locally produced caviar is hitting the shelves and it's becoming an unlikely success for the communists in Hanoi.
06 Sep 2016
ANZ institutional strategy on track: Whelan
Andrew Cornell | Past Managing Editor, bluenotes
ANZ is making headway in the simplification of its institutional bank offering and a new strategy has received board approval but market conditions remain challenging, according to business head Mark Whelan.
02 Sep 2016
Piecing together the pieces of China’s economic puzzle
Raymond Yeung | Chief Economist Greater China, ANZ
As Tolstoy once said, all happy families are alike; every unhappy family is unhappy in its own way.
30 Aug 2016
Yetsenga: Time to rethink India (and Asia)
Andrew Cornell | Past Managing Editor, bluenotes
Promising developments are visible across a range of Asian economies, belying the mood of doom and gloom, ANZ’s new chief economist says, particular in India.
29 Aug 2016
Chinese bonds to shine in a world of negative yields
Daniel Everett | Global Head RMB Strategy & Execution, ANZ
According to ratings agency Fitch, the global pool of negative-yielding sovereign debt stood at a staggering $US11.4 trillion in August 2016. Around $US7.4 trillion of this debt was issued by Japan with the balance in Europe.
15 Aug 2016
China, Australia urged to deepen ties
Greg Earl | Writer, editor and consultant
Australia and China have been urged to embark on a friendship agreement modelled on Australia’s 40-year-old treaty with Japan in a major broadening and deepening of the economic and political relationship.
10 Aug 2016
Offshore or on? Three key issues around raising funds in China
Elsa Huang | BlueNotes contributing editor
China’s renminbi (RMB) has become increasingly important to the world’s trade flows as country’s economy grows in global influence. That importance will only expand, especially in the wake of the decision out of China’s State Administration of Foreign Exchange (SAFE) to allow foreign investors to trade onshore cash bonds without limitation.
25 Jul 2016
Growing challenges in ASEAN
Greg Earl | Writer, editor and consultant
When the countries of Southeast Asia finally fronted up to their long-promised move towards a limited form of common market at the beginning of 2016 the main challenges seemed to be internal.
20 Jul 2016
How China’s rebalancing has created a trade recession in Asia
Glenn Maguire | Former Chief Economist South Asia, ASEAN & Pacific, ANZ
A senior regional policy advisor I really admire refuses to describe the Chinese economy as ‘slowing’. I agree. But we are not 'slowdown deniers' - we both acknowledge a slowing China is a reality but feel this term in particular is a misnomer.
18 Jul 2016
The winners and losers of the AEC – it’s no EU for better or worse
Luke Hunt | Journalist & Asian correspondent
With hindsight, policy makers might not choose to launch what is called by some an Asian EU at this point in time.
01 Jul 2016
What the BEEEEP is the deal with this APAC traffic?
Matt Nicol | bluenotes contributor
The largest, most populous cities in the world continue to grow and businesses (and their staff) are paying the price for increasing traffic congestion. And the worst place for it is not those cities infamous for traffic like Beijing or Bangkok but Australia’s beach capital.
28 Jun 2016
The Asia-Pacific’s growing silver mine
Zilla Efrat | Freelance journalist
The Asia-Pacific is growing old. Fast. But it is also a ‘silver mine’ worth prospecting by a wide range of companies.
16 Jun 2016
Five ways professional services firms can succeed in Asia
Megan Mulia | Director Research and Information, Asialink Business
Across Asia, the need for knowledge-based services is expanding exponentially. With the region’s burgeoning middle class set to grow from 500 million people today to 3.2 billion people by 2030, the total market for services is growing quickly, particularly accounting, legal and advisory services – industries in which Australia has developed global capabilities.
14 Jun 2016
Asia’s underrated markets for NZ agribiz
Cameron Bagrie & Con Williams | Chief Economist & Agri Economist New Zealand, ANZ
Opportunity is not the whole story. New Zealand knows the Asian opportunity: Asia makes up a quarter of global GDP and ANZ expects this to rise to over 50 per cent by 2050. That’s a big playground.
09 Jun 2016
Does China have a bad debt problem?
Raymond Yeung & Cecil Wu | Chief Economist Greater China & Head of Banking China, ANZ
Does China have a bad debt problem? Well, corporate debt levels in the country have risen and are higher than the global average. But it’s not quite as simple as that, with some factors unique to China which should be considered.
06 Jun 2016
VIDEO: One third of China is already in recession
Simone Stella | bluenotes contributor
China’s economy is changing and it’s hard to tell where it will end up. To try to find out, BlueNotes spoke to CEBM/Caxin Insight Group chief economist Minggao Shen on video in Hong Kong.
27 May 2016
Feeling lucky in a new country
Tareq Muhmood | CEO Korea & Managing Director Global Subsidiaries, ANZ
Having started working in my thirteenth country, it made me reflect on what makes such a transition a productive, even a ‘happy’ one.
23 May 2016
Is the world finally poised to arrive in Japan?
Elizabeth Masamune | Managing Director of @Asia Associates Japan
Take a stroll down any major thoroughfare in Tokyo, Osaka or Kyoto these days and you are highly likely to catch the patter of Korean, Chinese or Vietnamese, sprinkled with the odd interjection of English, Spanish or French. Close your eyes and it might sound more like walking down Bourke Street in Melbourne or Orchard Rd in Singapore.
16 May 2016
Three insights: what do Chinese farmers want from Australia and NZ?
Mark Bennett | Head of Aus Agribusiness, ANZ
Growing, wealthier populations in China and Vietnam are demanding more and more agricultural imports but quality expectations and the strength of the competition is very high.
16 May 2016
Special delivery: China’s logistics boom
Greg Au-Yeung | Head of Technology China, ANZ
Similar to many of my peers – if I haven’t been dragged to the shopping malls - I buy almost everything online. Thanks to China’s rapid development in the internet age, this is now really a breeze.
06 May 2016
Win-win for Australia, Singapore business
David Green | CEO Singapore and Head of South East Asia, India & Middle East, ANZ
The Australia-Singapore business relationship is about to take a major step forward. Because the relationship is so stable and the two countries so familiar with one another, it can be easy to take the value for granted.
06 May 2016
The boom within a boom: Chinese cross-border e-commerce
Casey Hall | Former Asian editor, WSJ, NT, CNN
China’s consumer economy is booming. So too, despite the well-publicised restrictions on content and channels, is the online economy. Now add ‘foreign goods’ to the fuel because cross border e-commerce is a boom within a boom – to the extent the government has just introduced some new controls on commerce.
22 Apr 2016
A new era of Japanese investment in Australia
Yoshi Inoue | Former Head of Specialised Finance Japan, ANZ
Mrs Watanabe, a Tokyo resident, arose as usual at 5:30am on April 1 and turned on her living room light. It worked, much to her relief. Relief because that was the day the country’s electricity market entered a new era.
20 Apr 2016
China transition on track: Elliott
Andrew Cornell | Past Managing Editor, bluenotes
China’s transition toward a consumption-led economy is clearly underway.
05 Apr 2016
Five key agri themes from on the ground in China and Vietnam
Mark Bennett | Head of Aus Agribusiness, ANZ
How far is it from Beijing to Ho Chi Minh City? They could be planets apart if you ask attendees from our recent ANZ grains delegation from Australia and New Zealand.
01 Apr 2016
Career dressing in Seoul
Sarah Imm | Founder, Vélo-à-Porter
One of my weekly chores growing up in Minnesota was ironing my father's business shirts. He was a stylish man and his pinpoint oxford shirts were one-hundred per cent cotton with a fine finish.
11 Mar 2016
Why business should get behind a one-belt, one-road China
Mukund Narayanamurti | CEO, Asialink Business
China's One Belt One Road (OBOR) is an ambitious strategic, political and economic initiative with the potential to create a new model of growth from Asia to the Middle East and Europe. Combined, the land and maritime belt and road will involve more than 65 countries, 60 per cent of the world's population and nearly half of global GDP.
10 Mar 2016
How Eight-One-One changed China
Richard Yetsenga | Chief Economist, ANZ
China's decision to devalue the renminbi (RMB) in late 2015 has led to a significant change in the way the country views itself economically and the broader outlook for the direction of its currency. Having just returned from China and a series of meetings with investors, corporates, regulators and commentators, I noted a stark shift in attitudes compared with my last visit six months ago.
04 Mar 2016
Three common business mistakes made in Asia (and how to avoid them)
Leon Gettler | Veteran and highly regarded management journalist
There are many stories of companies failing in Asia because of messages lost in translation. The cultural difference can be stark.
01 Mar 2016
Despite volatility, China policy continues to support growing internationalisation of the RMB
Andrew Cornell | Past Managing Editor, bluenotes
The ructions in China have inevitably shifted thinking around the role of China's currency, the renminbi (RMB). While China's stated long term aim is opening up its economy and internationalising the RMB, market turmoil and growth concerns have created new uncertainty.
26 Feb 2016
Making it big in Japan (from outside Japan)
Terrie Lloyd | CEO, Japan Travel KK
In the blizzard of newsworthy announcements about venture capital investments, massive business deals and takeovers, it is easy to forget the 90 per cent of business people who don't hit the news but form the bedrock of our society.
22 Feb 2016
Why agriculture funding is a hard row to hoe
Jan McCallum | Freelance business journalist and former China correspondent
Rural Australia needs capital. Asian investors have an appetite to fund a food boom. It sounds like a perfect match.
12 Feb 2016
Of a certain age: APAC's workplace demographics in the 2020s
Bernard Salt | Partner, KPMG and Adjunct Professor, Curtin University Business School
Everyone's getting older. As we approach the 2020s the world's population will reach a point which has been inevitable since the years following World War II: the retirement of the Baby Boomers.
21 Jan 2016
Where to for the Chinese tourist in 2016?
Terrie Lloyd | CEO, Japan Travel KK
The rise of the Chinese middle class has created a wave of tourism of great value to many neighbouring markets. Travelling Chinese spent an estimated $US229 billion in 2015 and over $US20 billion in close neighbour Japan. But current softness in Chinese markets means those numbers are now likely to stagnate and may even be about to shrink.
07 Jan 2016
What China’s big RMB statement means
Raymond Yeung | Chief Economist Greater China, ANZ
The Chinese central bank's surprise decision to fix the Renminbi (RMB) below its last closing price serves as a statement on softening monetary policy which will place more pressure on the country's already heavily sold equity market.
07 Jan 2016
May the force be with China
Li-Gang Liu | Former Chief Economist Greater China, ANZ
Disney's "Star Wars: The Force Awakens" premieres in China, the world's second-largest movie market, this weekend and I'll be keeping a close eye on ticket sales.
15 Dec 2015
What else is China buying in Australia?
Jerry Ge | BlueNotes contributing editor
The composition of Chinese investment in Australia is changing. Fast.
23 Nov 2015
Before doing business in India, you must eat
Nicola Watkinson | Minister Commercial and Senior Trade & Investment Commissioner South Asia, Austrade
In my role as Senior Trade Commissioner, South Asia with Austrade, I'm often asked for tips on working in the region and my answer is always the same: know the place. Get your feet on the ground. Be prepared to come to India. Come a lot.
18 Nov 2015
Three industries facing a TPP shakeup
Roland Randall | Associate Director Loans & Specialised Finance ANZ
Putting aside all the uncertainties, the newly minted Trans-Pacific Partnership's impact on global supply chains will be more incremental than dramatic. But there will be a global supply chain reorganisation and some sectors will feel it more than others.
10 Nov 2015
Cray cray demand: the Maori fisheries feeding China
Sharon Stephenson | Freelance journalist
China takes most of New Zealand's total crayfish, or rock lobster, catch and demand for the country's creamy crustaceans has skyrocketed in the past few years. That's great news for the companies behind a partnership to create New Zealand's largest Māori-owned lobster processing business.
05 Nov 2015
The four waves of Australia's Asian ties
Tim Harcourt | Author, The Airport Economist
Nearly half a century ago, Geoffrey Blainey's The Tyranny of Distance argued Australia's geographic position shaped our psychological attitudes. The long distance between Australia and our colonial forebears in Europe and the United States made us unsure of our future economic prosperity.
27 Oct 2015
Five insights for unlocking Asia
Mukund Narayanamurti | CEO, Asialink Business
As a nation, Australia is linking with Asia in more ways than ever before. It's a development opening up a wealth of opportunities for the business community in the region, particularly small- and medium-sized companies.
27 Oct 2015
How the TPP will turn Japan's fruit & veg market
Terrie Lloyd | CEO, Japan Travel KK
For all the benefits the Trans-Pacific Partnership will bring to each country involved, a level of consternation has popped up in all countries and in Japan there's been a loud cry from the agricultural sector.
22 Oct 2015
The unparalleled Asian opportunity
Mark Hand | Group Executive Australia Retail and Commercial Banking, ANZ
For companies of all sizes, for those that can expand into the region, meet the right people and build the right relationships – along with the right products and business strategies - the Asian opportunity is unparalleled.
21 Oct 2015
How to benefit from the new Chinese dream
Sanjoy Sen | Managing Director for Retail Banking Asia Pacific
Like Australians, the Chinese middle class have a dream and this dream is becoming the new centre of Australia's relationship with China. As their ranks swell their aspirations begin to closely resemble any other developed country albeit with a Chinese twist.
13 Oct 2015
Chinese middle class to double spending by 2030
Andrew Geczy | Former CEO International and Institutional Banking, ANZ
China's middle class will more than double its spending by 2030, lifting consumption as a portion of GDP to nearly 50 per cent from just 38 per cent in 2014.
13 Oct 2015
Banking on ASEAN
Carli Renzi | Head of Business Execution, ANZ
Over the next 10 to 15 years the ASEAN (Association of South-East Asian Nation) bloc is forecast to replace China as the world's manufacturing hub, becoming the fifth largest economy in the world by around 2025.
12 Oct 2015
The changing face of the business of sport in China
Louise Eyres | Group General Manager Marketing, ANZ
China's massive middle class is changing the nature of global business. And sport, one of the biggest global businesses, is no exception.
01 Oct 2015
Can Australia afford not to be in Asia?
Andrew Parker | Partner & Asia Practice Leader, PWC
Having lived and worked in Asia for a decade and a half, I'm very aware Australians do not adapt easily to the uniquely 'Asian Way' when it comes to business dealings. Asia is obviously different but uncomfortably so for many of those businesses with which I've worked.
17 Sep 2015
Is Australia really prepared for the Asian Century?
Helen Clark | Freelance journalist & former Asian correspondent
We are in the Asian Century but what does that mean? For Australia, there is a challenge in simply recognising the importance of understanding Asia and the varied cultures and the languages. But what is Australia's real understanding of the region and is it greater than it might have been 20 or 30 years ago?
16 Sep 2015
Australia's other China opportunity
Richard Holdcroft | Freelance journalist
Chinese tourists spent $US130 billion on their international travels last year – equivalent to the combined GDPs of the world's 50 smallest countries. Experts are predicting this armada of tourism dollars will almost double in just three years.
11 Sep 2015
How to stay the course on China
Leonie Lethbridge | CEO Cambodia, ANZ
The volatility across global markets and data out of China has unsettled many across the region. While the much-feared 'China Syndrome' is a fanciful worst-case scenario for many, what is happening in the Asian giant today is not the catastrophe many believe.
31 Aug 2015
Will market volatility stall China's liberalisation plan?
Li-Gang Liu & Richard Yetsenga | Former Chief Economist Greater China & Chief Economist, ANZ
Financial market turmoil has dominated economic news from China over the last month but has the volatility stalled the crucial move towards freer financial markets? BlueNotes put the key questions to ANZ China economist Li-Gang Liu and head of global financial markets research Richard Yetsenga
28 Aug 2015
Beefing it up in China
Mark Bennett | Head of Aus Agribusiness, ANZ
Beef is big in China but a recent trip with a group of farmers, traders, processors and consultants revealed some fascinating insights and challenged our thinking around the headline statistics and stories about China food production and consumption.
21 Aug 2015
How the AIIB is filling Asia's infrastructure gap
Rebecca Colquhoun | BlueNotes contributor
Sitting across a polished wooden table, pre-prepared notes arranged in front and frequently referred to, speaking only on their specific subjects of expertise – but always taking notes – these are the people charged with explaining China's new infrastructure bank.
18 Aug 2015
China conniptions: what does it mean for banks?
Andrew Cornell | Past Managing Editor, bluenotes
Barely had anxieties over a collapse on Chinese share markets began to ease and stress levels were heightened again with the formal intervention to lower the RMB, followed by a market sell-off.
14 Aug 2015
Short term volatility, long term global currency. How will the RMB move from today to the future?
Andrew Cornell | Past Managing Editor, bluenotes
Unsettling economic data, an equities meltdown, now intervention in the Chinese currency market by the central bank. Signs China is stepping back from financial liberalisation?
13 Aug 2015
What APac's banker of the future needs
Leigh Cohen | BlueNotes contributing editor
Of all the industries facing disruption brought on by the technology and social media revolution, banking is one of the most affected. Across the world fintech is changing the game, customers and non-bank attackers are shifting the battlefield and traditional corporate cultures are being forced to evolve.
12 Aug 2015
What’s behind China’s currency devaluation?
Li-Gang Liu | Former Chief Economist Greater China, ANZ
China’s central bank, the People’s Bank of China (PBoC) surprised market by announcing it would use a daily fixing rate method to devalue the Yuan (the Renminbi or RMB). This was an historic decision as it signals a possible shift in short-term economic and financial dynamics across the world economy.
04 Aug 2015
Vietnam's stunning turn
Helen Clark | Freelance journalist & former Asian correspondent
America and Vietnam celebrated 20 years of the normalisation of relations on the July 11. The two nations have seen rare closeness in recent years including recent Vietnam visits by former US President Bill Clinton and US Secretary of Defense Ashton Carter.
03 Aug 2015
Why ChAFTA is more than just another FTA
Mike Smith | Former Chief Executive Officer, ANZ
The decision by China's President Xi to travel to Australia last year to sign a Free Trade agreement, while largely symbolic, remains one of the most important economic events in Australia's recent history.
31 Jul 2015
The future of intra-Asia investment
Kevin Plumberg | Senior Editor at The Economist Intelligence Unit
There's a big shift in inter-regional investment on the horizon in Asia. Economic relationships between regional neighbours are poised to become even stronger but remarkably different in the years ahead driven by increased private-sector activity.
28 Jul 2015
Your 11-point guide to doing business in Asia
Emma Davine | Head of Government & Commercialisation, Transaction Banking
I have been unusually obsessed with Asia for many years. For me, it is the energy, pace, cultural diversity, the quirkiness, heat, and of course, the food. In my early years working in the region my eyes were really opened by spending time meeting customers, people and stakeholders throughout ANZ's regional footprint.
24 Jul 2015
How the new Silk Road will bring the world closer together
Will Rathvon | Former Global Head of Resources, Energy and Infrastructure, ANZ
In late June a historic event occurred in the world of international diplomacy and infrastructure finance that aims to help satisfy the burgeoning need for Asian infrastructure growth.
24 Jul 2015
Australia's education gravity shift to Asia
Suzette Corr | Group General Manager Institutional Human Resources, ANZ
It was a while ago, but I often tell colleagues that as a student at the University of Western Australia I was more likely to be sitting in an economics lecture next to a peer from Asia than I was another woman from Australia.
17 Jul 2015
Vietnam's need for speed
Aseem Goyal | Head of Transaction Banking Greater Mekong, ANZ
"Vietnam is no longer a war. It is a country," writes Robert Dodge in Vietnam 40 Years Later, a work which seeks to reintroduce Vietnam to the rest of the world.
15 Jul 2015
The RMB reaches a crossroad
Daniel Everett | Global Head RMB Strategy & Execution, ANZ
I have many conversations about the renminbi (RMB) yet I almost never walk away without some new insight, perspective or appreciation of the opportunity emerging as China liberalises its currency and financial markets.
09 Jul 2015
Is Hong Kong still a home for business?
Ivy Au Yeung | Chief Executive Officer ANZ Hong Kong
As HSBC mulls the relocation of its headquarters back to Asia Hong Kong has been slated its likely destination of choice, spurring a debate on whether the city is still considered a preferred headquarters location for businesses.
29 Jun 2015
There's no reason for Australian businesses not to be in China
Rebecca Colquhoun | BlueNotes contributor
It's a growing view Australian businesses aren't doing all they could be doing in China. In the last few years countries such as Germany and the US have capitalised on China's growth. Why not Australia?
29 Jun 2015
Making the leap to Asia
Andrea Clarke | Independent video producer
Making the leap to Asia is a dream for many small-to-medium Australian businesses. The opportunity on offer in the growing region is huge and companies like One Life. Live It are meeting the challenge.
17 Jun 2015
What China’s new consumer wants
Stefan Herrick | Senior Manager External Communications New Zealand, ANZ
Out past the glinting international hotels, the Ferrari and Lamborghini dealerships, Louis Vuitton and Prada, it's not hard to find old Shanghai.
15 Jun 2015
China's social revolution
Stefan Herrick | Senior Manager External Communications New Zealand, ANZ
In five years social media and e-commerce have exploded as the channels by which hundreds of millions of China's newly connected citizens seek out and buy products.
10 Jun 2015
From rags to reserve: China's RMB
Andrew Geczy | Former CEO International and Institutional Banking, ANZ
When the IMF said late last month it would review to consider adding China's RMB into its Special Drawing Rights basket it became pretty clear we have reached another inflexion point in China's currency story.
09 Jun 2015
Unravelling the Asian textile supply chain
Mark Ganz | Director Client Insights, ANZ
The Australian textile industry is at a vital turning point. With up to 70 per cent of Australia's retailers now sourcing directly from overseas, understanding the upstream dynamics of fabrication and distribution have never been so important.
01 Jun 2015
The RMB internationalisation journey
BlueNotes reporter |
In an upcoming special report The Renminbi Takes Centre Stage, ANZ will provide insights on the evolution of the RMB into an international trading currency. In a special preview, exclusively on BlueNotes, the infographic below demonstrates the RMB journey so far.
01 Jun 2015
The west shouldn’t fear the RMB’s next step
Li-Gang Liu | Former Chief Economist Greater China, ANZ
The International Monetary Fund is now conducting a review to consider including the RMB in the basket of Special Drawing Right (SDR) currencies and will make a final decision at the end of the year.
25 May 2015
BlueNotes Podcast: Four signs an ASEAN boom is on the horizon
Glenn Maguire & Tammy Medard | Former Chief Economist South Asia, ASEAN & Pacific & Head of Diversified Industrials and Global Subsidiaries, ANZ
South East Asia is on the cusp of a boom as the ASEAN region looks set to emerge as not just a production hub but a domestic consumption hub as well. At ANZ, we think ASEAN will become as important for the global economy and for Australia and New Zealand over the next decade as China is now.
30 Apr 2015
Singapore: founding ASEAN nation but where is its future?
Vishnu Shahaney | CEO Indonesia, ANZ
As the year-end deadline for the establishment of the ASEAN Economic Community (AEC) draws near, the region's leaders are calling for a concerted last push over the finish line. Member states of the Association of Southeast Asian Nations (ASEAN) recognise greater integration through a single market and production base is crucial in realising the region's economic potential.
28 Apr 2015
Financial integration lags the ASEAN boom is that a problem
Andrew Cornell | Past Managing Editor, bluenotes
In what was a predominantly bullish and timely reminder the Association of South East Asian Nations (ASEAN) looms as the next economic giant in the region, a few challenges stood out in ANZ Research's latest economic insight, ASEAN: The Next Horizon.
27 Apr 2015
China is hardly waning but ASEAN is the Next Horizon
Andrew Geczy | Former CEO International and Institutional Banking, ANZ
There’s a giant in Asia, shifting the tectonic plates of manufacturing, trade, services and the global economy. It’s not China.
24 Apr 2015
Australia’s next horizon
Glenn Maguire | Former Chief Economist South Asia, ASEAN & Pacific, ANZ
I like traffic jams. When I find myself – as I often am – at a standstill in Hanoi, Manila or Jakarta, I am reassured all is well. As an economist, the traffic jam is one of the most tangible indicators of economies growing quickly, a burgeoning new middle class rapidly forming - these new middle-income households are purchasing vehicles and scooters for the very first time.
22 Apr 2015
The new FTZs opening China up
Li-Gang Liu & Raymond Yeung | Former Chief Economist Greater China & Chief Economist, Greater China, ANZ
In a further positiive development for market liberalisation in China, the country's State Council has formally unveiled its plans to launch three more Free Trade Zones (FTZs) within the Asian giant's borders.
21 Apr 2015
Seizing the services opportunity
Mike Smith | Former Chief Executive Officer, ANZ
As Australia picks up the pieces from the end of the mining boom, more of us than ever are focussed on the future of the economy. Many questions are being asked, like how can we diversify our economic base, how can we deliver more and higher-paid jobs and how can we pay for government services for an ageing population?
17 Apr 2015
Five ways services can be Australia’s job future
Mark Whelan | Group Executive Institutional, ANZ
The mining boom is in the past and Australian manufacturing is on its last legs. Where does this leave Australia's export industry? On its knees? The answer is no.
08 Apr 2015
Is Thailand still an attractive business destination?
Warwick Kneale | Managing Partner, Baker Tilly Corporate Advisory Services
by Warwick Kneale, Managing Partner of Baker Tilly Corporate Advisory Services and Accounting Services, Thailand and Myanmar. Baker Tilly Australia is represented as Pitcher Partners.
07 Apr 2015
Why China needs to cap its coal consumption
Yuan Jiahai | Associate Professor, North China Electric Power University
Energy efficiency should be China's answer to both its energy supply and environmental problems. China should promote renewable and clean energy sources, upgrade its coal power production and encourage a low-carbon power system by capping coal's absolute contribution to the energy mix. But any decision to cap coal consumptionis likely to face many obstacles and challenges.
31 Mar 2015
China’s revolution is being misread
Leonie Lethbridge | CEO Cambodia, ANZ
Too much China commentary focusses on the magnitude or rate of change of growth in the country (or rather the lack of it), the risks in the economy and the implications for global growth.
26 Mar 2015
China’s AIIB will change infrastructure finance but won’t replace the World Bank
Li-Gang Liu | Former Chief Economist Greater China, ANZ
The China-led Asian Infrastructure Investment Bank (AIIB) has become a focal point in global media headlines as some key European nations break ranks with the US and join up. Still, given its size and its newcomer status, the AIIB is unlikely to usurp existing organisations like the World Bank in the eyes of the world.
24 Mar 2015
The man who defined Singapore
Glenn Maguire | Former Chief Economist South Asia, ASEAN & Pacific, ANZ
One of the first sights a visitor enjoys of Singapore is one of the earliest policies introduced by Singapore first prime minister, Lee Kuan Yew, to promote the country as a world class city and disciplined economy.
18 Mar 2015
Gold in the Asian Century
Warren Hogan & Victor Thianpiriya | Former Chief Economist & Former Commodity Strategist, ANZ
Gold, for centuries the object of fascination and desire, a store of wealth and bedazzling jewellery, has had a wild ride in the last decade and particularly recent years. In the long term though, according to a new report by ANZ Research 'East to El Dorado: Asia and the future of gold', it will continue to glitter.
18 Mar 2015
What’s so special about the China FTA?
Andrew Geczy | Former CEO International and Institutional Banking, ANZ
I am often asked what makes the China Australia Free Trade Agreement (ChAFTA) so special. There are varying views as to why.
18 Mar 2015
Three things holding Australian business back
Mark Whelan | Group Executive Institutional, ANZ
For anyone who may still have had lingering doubts, we are most definitely in the midst of the Asian century. The wave of Free Trade Agreements signed in quick succession over the past 12 months – including one of the most expansive FTAs ever signed by China - should put any remaining debate to rest.
10 Mar 2015
Food is the common experience that brings us together
Susie Babani | Former Chief Human Resources Officer at ANZ
Successful multiculturalism is obviously a lot more than a taste for foreign spices.
10 Mar 2015
Laos is open for business
Tammy Medard | Managing Director Institutional Australia, ANZ
A landlocked country in the heart of the Greater Mekong, Laos remains unknown to many – probably most – outside its borders. When I was appointed CEO of ANZ Bank (Lao), most of my friends, family and colleagues asked "Laos? Where is that, Vietnam?"
24 Feb 2015
China growth – the reality behind the headline numbers
Jason Murphy | Publisher, Thomas the Think Engine
Fretting about China’s falling economic growth has become an industry. Money managers, hedge fund gurus and business people have amassed years worth of concerned moments.
12 Feb 2015
No reward for sheepishness in the year of the Sheep
Andrew Geczy | Former CEO International and Institutional Banking, ANZ
Scanning the vibrant Lunar New Year celebrations planned around the globe, in Federation Square in Melbourne or China Town in Birmingham or Hamad International Airport, Qatar, it is obvious the world continues to admire China’s cultural offerings and heritage.
27 Jan 2015
New ANZ debt issue shows Asian tiger leaving the cage
Andrew Cornell | Past Managing Editor, bluenotes
Ratings agency Moody’s Investors Service noted investment-grade 10 year corporate bond yields had, on hitting 4.42 per cent last week, reached their lowest level since 1957. Yields on the global benchmark US 30 year Treasury bonds are also at historic lows.
22 Jan 2015
Asia through the looking glass: history a check-point and signpost to business opportunities
Elizabeth Masamune | Managing Director of @Asia Associates Japan
I know this is said often in passing but it is critical I should start by repeating it. It must be recognised the term “Asia” has little meaning beyond a geographical blob on a map – it is a Western colonial concept.
19 Jan 2015
Quickly today is different from quickly yesterday
Tareq Muhmood | CEO Korea & Managing Director Global Subsidiaries, ANZ
17 years ago, I was enjoying being a Relationship Manager in Hong Kong, looking after a great set of customers across Asia Pacific.
07 Jan 2015
China’s online and shopping up a storm
BlueNotes reporter |
China’s emerging affluent youth are online – everywhere and all of the time – there is huge potential for online businesses to take advantage of this growing segment. ChinaSkinny lays out the landscape.
05 Jan 2015
The muesli bowl of Asia
Peter Wilmoth | Feature writer
It is 21 years since Carolyn Creswell was an 18 year old babysitter working for a couple who wanted to sell their small muesli business. She and a partner could only scrape together $2000 – which the owners initially knocked back. Today Carolyn is on the BRW Young Rich list.
12 Dec 2014
Kiwi vs Shark: The great antipodean tourist battle
Jason Murphy | Publisher, Thomas the Think Engine
Dad, Where Are We Going? The answer to that question could be crucial to the economic future of Australia and New Zealand.
09 Dec 2014
Asian tiger, hidden treasure: Taiwan’s green success
Tim Harcourt | Author, The Airport Economist
In some countries, the issues of climate and economics are treated entirely separately, divorced from one another except insofar as finance is required to fund environmental initiatives.
08 Dec 2014
Nobody does coffee in Asia
Jacqueline Gillespie | Senior Client Partner at Korn/Ferry International
The coffee catch up is an integral - indeed inescapable - medium for business networking in Australia. A stroll through the central business district of any major Australian city confirms the switch from the long lunch to the short break with a short black. Or a latte at least.
05 Dec 2014
FTAs bring benefits at every stage of the value chain
Nicole Franklin | BlueNotes contributing editor
Australia’s trading relationship with China extends far beyond the export of finished goods. Hidden in many of the products exchanged are parts, processes and people that transact across borders throughout long value-adding chains.
05 Dec 2014
How the Shanghai FTZ is changing trade
Mark Yang | Branch manager, ANZ
Chinese officials in Shanghai, the largest city in the world’s rising financial behemoth, have made no secret their desire for the region to become a global trading hub. Shanghai has a stated goal of becoming a major global centre for finance, commodity trading and shipping by 2020. A key part of its answer to this has been the Shanghai Free Trade Zone.
04 Dec 2014
Australia is missing out on Asia's biggest opportunity
Andrew Parker | Partner & Asia Practice Leader, PWC
During a four year-stint in Indonesia with PwC, I worked on the sell-side of an M&A deal and it struck me the Australian buy-side management team didn't leave the airport hotel. In the end they didn't go through with the deal I think because they couldn't come to grips with the risk.
02 Dec 2014
The great dragon and tiger connect to a Pacific Ocean of opportunity
Vishnu Mohan | Former CEO Pacific, ANZ
Two of the world’s most powerful leaders have just visited the Pacific: the leaders of China and India were in Fiji within two days of each other. The significance of this for the region is difficult to overstate.
25 Nov 2014
Australia’s new window into China and beyond
Shane White | Content Manager, Institutional, ANZ
Australia’s first renminbi trading hub will be the country’s ticket to increased global network connectivity and go beyond improving our trading relationship with China.
16 Oct 2014
The view from the street in Hong Kong
Ivy Au Yeung | Chief Executive Officer ANZ Hong Kong
All eyes were on Hong Kong last week as millions gathered in parts of the city, through rain and shine, in a bid for universal suffrage. The movement known as Occupy Central resulted in massive road blocks, traffic congestion, and the temporary closure of schools and businesses.
15 Oct 2014
The key challenges facing a new Indonesia
Daniel Wilson | Markets Economist, ANZ
In late October, Joko ‘Jokowi’ Widodo will be inaugurated as the seventh President of Indonesia. The island archipelago of 252 million people, spanning the distance of New York to Alaska, is at an economic crossroad and his presidency could well prove to be a defining moment in Indonesia’s economic history.
09 Oct 2014
China tennis gets grand
Paul McNamee | Grand Slam winner and noted sports administrator
There I was, last September, travelling at 320kph on a very fast train from Beijing to Suzhou somewhere in the bosom of China, enjoying the in-seat video TV, complimentary meal and tea served with barely a ripple given the smoothness of the ride. It was all very impressive.
09 Oct 2014
Inflation still a challenge for Modi: ANZ Research
Glenn Maguire & Devika Mehndiratta | Former ANZ Chief Economist South Asia, ASEAN & Pacific & Former economist, ANZ
The lack of ‘big bang’ reforms initiated by the new Modi government in India means the price of food and other goods is unlikely to come down. Without a majority in the upper house of the Indian parliament, the government is only able to deal only with ‘low hanging fruit’, and even then, these smaller scale reforms will take time to progress. More significant issues such as food supply and distribution will have to wait.
02 Oct 2014
What do affluent Asian customers want from their retail bank?
Sanjoy Sen | Managing Director for Retail Banking Asia Pacific
Asia's affluent middle class is growing rapidly. But more than that, as Asian customers become more financially savvy, they are demanding more dynamic and complex financial solutions and setting a new standard on how they want to be served by banks.
29 Sep 2014
How North American and European banks can tap into Asia’s big 10
Kevin Wong | Insights Director, ANZ
As the world’s economic engine continues to shift to Asia, North American and European companies will increasingly seek banking services that seamlessly connect to and within Asia. The challenge is many, particularly domestic and regional, North American and European banks don’t have the networks to make that seamless connection.
24 Sep 2014
The challenge for the new Fiji
Vishnu Mohan | Former CEO Pacific, ANZ
Fijians have been to the polls for the first time since 2006, in a very significant milestone for the small pacific island nation.
15 Sep 2014
Alibaba, the new magic word in online retail
James Stewart | Partner and retail practice leader, Ferrier Hodgson
The global retail landscape is undergoing significant structural change, driven largely by developments in technology and consumer behaviour. The rapid innovation and development of the online retailer space gives unprecedented options to customers.
11 Sep 2014
The endless opportunities of Asia
Phil Chronican | Former CEO ANZ Australia
For some time now, there’s been a great deal of focus on the incredible pace of change that’s taking place across Asia. ANZ’s view is that the Asian financial system will grow to be than the US and Europe combined by 2030, with China dominating.
09 Sep 2014
How business can look beyond China for the next wave of Asia’s growth
Andrew Geczy | Former CEO International and Institutional Banking, ANZ
Enormous shifts are occurring as a result of the Asian Century and they are reshaping the Australian and New Zealand economies and our businesses.
08 Sep 2014
How the big NZ parties will tackle the Asian century
BlueNotes reporter |
A fast-growing Asian population, controversial land sales to Chinese buyers and what is seen as an over reliance on China for dairy exports have been some of the hottest topics during New Zealand’s general election campaign.
03 Sep 2014
Ten top steers on the Chinese beef market
Michael Whitehead | Executive Director for Agribusiness Industry Insights, ANZ
Beef has traditionally been sold through wet markets but the percentage of beef sold through 'organised retail’ is forecast to grow from 2 per cent in 2010 to 40 per cent in 2020.
18 Aug 2014
Why the bamboo ceiling is holding back corporate Australia
Lisa Annese | CEO, Diversity Council Australia Limited
For Australian organisations operating in today’s Asian Century, focusing on Asian talent and Asia capability is now a strategic business and talent management issue. So why are there so few people of Asian background in leadership positions in Australia today? This is what Diversity Council Australia wanted to find out through its latest research project, Cracking the Cultural Ceiling.
01 Aug 2014
Huge China ag demand key to new Aus-China brand
Michael Whitehead | Executive Director for Agribusiness Industry Insights, ANZ
Mining magnate and philanthropist Andrew Forrest has long had an interest – now commercial – in re-energising Australia’s agricultural potential, particularly given the “food bowl to Asia” goal.
10 Jul 2014
Lost in translation an issue for Asian leaders too
Jane Horan | Founder, The Horan Group
The Asia Pacific, with half the world’s population, a growing middle class and a young educated workforce, presents tremendous opportunity. Fifty percent of this demographic is women and more highly educated Asian women are steadily joining the workforce.
05 Jun 2014
What happens once the Tiger is out of the cage?
Deloitte Crowd Source |
Deloitte has one of the most social media active workforces in the region. Using Yammer, the firm responded to ANZ insight 5 “Caged Tiger: The Transformation of the Asian Financial System”. BlueNotes has distilled some fascinating – and quite out there – forecasts of what will happen when the world’s financial axis tilts towards Asia...
03 Jun 2014
Japan’s mega-banks have big Asian ambitions
Andrew Cornell | Past Managing Editor, bluenotes
News two of Japan’s mega-banks, Sumitomo Mitsui Banking Corp and Mitsubishi UFJ, are stalking the American operations of French bank BNP Paribas may have caused ripples in American banking but it would be no surprise to Asians.
02 Jun 2014
Opportunities for ANZ remain strong in China
Amanda Gome | Former head of digital and social media, ANZ
Opportunities for ANZ remain strong in China
27 May 2014
Chinese consumers’ confidence robust
Li-Gang Liu | Former Chief Economist Greater China, ANZ
Chinese consumers’ confidence robust.
05 May 2014
Momentum sustained: ANZ job ads series
Ivan Colhoun | Former Chief Economist, ANZ
Momentum continues to grow in the Australian economy with the ANZ Job advertisements series, a leading employment and economic activity indicator, rising for a fourth consecutive month in April. Growth signs were particularly encouraging in Australia’s biggest three states New South Wales, Victoria and Queensland.
22 Apr 2014
Travelling the Red Dirt road
Mark Whelan | Group Executive Institutional, ANZ
As soon as we arrived in Chongqing, one of China’s five national central cities, we were reminded by officials that Brisbane was now a sister city and direct flights had commenced from Sydney to this centre of China’s southwest.
07 Apr 2014
Daylight dawns for the Asian financial system
Mike Smith | Former Chief Executive Officer, ANZ
Based as I am in Australia, I’m well used to heading to bed as European markets open and waking up – sometimes suddenly – to surprising news from the US. Even during my frequent visits to Asia, financial markets seem to be set in the dead of night. And it’s been that way for all of the 35 years that I have been working in the region.
04 Apr 2014
Asia resilient as rates, regulation rise
Andrew Cornell | Past Managing Editor, bluenotes
Andrew Géczy, ANZ’s CEO International and Institutional Banking, took on the role just on six months ago after nearly seven years of rapid network expansion and acquisition in the region – and a financial crisis which led to a rewriting of the regulatory landscape.
01 Apr 2014
Get ready for an Asian wealth boom
Joyce Phillips | Former CEO Global Wealth, ANZ
Growth in wealth in Asia will outstrip all other regions. In fact Asia (excluding Japan) will experience the highest growth in global individual wealth, which is expected to grow by between $45 and $50 trillion by 2017 - that is 11 per cent compound growth on 2011.
13 Mar 2014
From wet market to supermarket
Tania Motton | ANZ General Manager, Business Banking Australia
China’s sprawling “wet” markets dominate the sales of fresh produce – but they are not where the opportunity for primary producers lay. Growing wealth is sending Chinese shoppers to supermarkets. Packaging, distribution and marketing are critical challenges if Australian and New Zealand companies want to grow their role in “feeding the dragon”. As a China-Australia Free Trade Agreement becomes more likely, new strategies are required.
13 Mar 2014
Smart leadership, in a slower growth Asia
Jacqueline Gillespie | Senior Client Partner at Korn/Ferry International
Asia may be the most dynamic region in the world economically but growth is far from easy. And a key inhibiter to achieving success is a lack of understanding of how to actually work effectively in the region. How to develop the leadership maturity that is particularly appropriate, how to respond to rapid change and innovation. Business in Asia requires a new leadership type.