Andrew’s Newsletter March 2016

Greetings and the very best to you and your family in 2016. 

2016 promises to be a year of massive uncertainty. The whole world appears to have been turned upside down, what with a Fourth Industrial Revolution, a slowing and transforming China, collapsing energy prices, and geopolitical tensions flaring up in the world's hot spots. To read the great Chinese riddle wrapped in a mystery inside an enigma, you may perhaps find useful food for thought by checking out some of the following analyses. 

China Overview

Walled In: China's Great Dilemma (An in-depth analysis of Goldman Sach's 74-page report on China)

How Xi Jinping Sees the World … and Why (An introduction to a paper for the Brookings Institution Foreign Policy Program "Order from Chaos Project") 

2016 promises to be a make-or-break year, as a new China struggles to be born  (My Op-ed on the Insight Page of the South China Morning Post on 12 January). The original version with annotations is here

China and the World: Beyond the Dark Clouds  (My feature article in the February 2016 Cover Story of The Global Analyst, a flagship global business magazine of Hyderabad-based Media-Five Publications Pvt. Ltd., India) 

A Slowing China – Deepening Malaise or Birth Pangs of a New China? (My January 2016 feature article in The Global Analyst) 

The Great Chinese Slowdown and impact on Britain and rest of the world (My interview on News at Ten with ITV, UK's leading TV news channel) 

From Old to New China: Tectonic shifts for Asia in 2016? (An analysis of what promises to be an epochal transformation)

President Xi's 2016 New Year Speech  (My appearance on a CCTV News (English Channel) panel discussion) 

China in 2016 (A analytical review of leading literature on a reforming China) 

Business

Cutting through the noise around financial technology (FinTech) (An analysis separating noise from game-changing dynamics). 

Industries in 2016 – A special report from The Economist Intelligence Unit (An introduction) 

中小型银行的机遇与挑战 – Challenges and Opportunities of Small-and-medium-sized Banks (A special PowerPoint presentation (in Chinese) on the internet revolution facing small and medium-sized banks) 

Urbanization

Changing face of China's Cities (An overview of the fast-changing urbanization landscape in China's 1st and 2nd-tier cities) 

Geopolitics

Trade can do what threats cannot, and bring North Korea in from the cold  (My Op-ed on the Insight Page of the South China Morning Post on 18 February)

North Korea building Special Economic Zones?  (An analysis) 

China's Strategic Calculus in North Korea  (Commentary on a Wikistrat report) 

The Rise of Asia and Its Impact on the Global Order  (An introduction to Asia Society Policy Institute's (ASPI) new policy initiative, explaining why the risks of global war may be over-exaggerated and why the US may need to share power with a "returning" Asia (read "China".) 
 
Signs of China making the grade at the world's top table (An analysis showing that the sands are clearly shifting) 
 
New warfare or power projection – Connectivity  (An analysis of One Belt, One Road as leverage for power projection)
 
 
China's response to threat of US arms sale to Taiwan (My interview with Radio Sputnik, an international state-owned radio station based in Moscow) 
 
Predictions for 2016 – Wikistrat (A catalog of likely 2016 happenings with geopolitical implications) 
 
Climate Change
 
COP 21 Paris Accord promises to save the world  (A review of literature showing that a New Age is unfolding) 
 
Energy
 
East or West – Where Will Russia Send Its Natural Gas? (An analysis of Russia's hard choices) 
 
Hong Kong
 
HSBC's decision for HQ to stay put in London – The Hong Kong dimension (My live TV interview on Impact, a BBC World News programme). 
 
Chief Executive C Y Leung's 2016 Policy Address on CCTV English (My live TV interview on Beijing's CCTV English) 
 
Hong Kong's Mass Transit link to Mainland China's high-speed rail network (A live TV interview on Singapore's Channel NewsAsia) 
 
Miscellaneous
 
How to accumulate wealth for your family in the 21st century – as inspired by Piketty  (A business re-interpretation of Thomas Picketty's "Capital in the 21st Century")
 
Cross-border M & A propositions
 
If applicable, you are cordially invited to send me, in confidence, concise details of any proposition for cross-border M & As in any business sector on an initially no-commitment basis for either side. These include any businesses, joint ventures, re-structuring, assets or propositions for sale or acquisition, including any stand-alone assets. Please limit details for one proposition to one page as a self-contained PDF document, including key financial data, any photo images, and your contact email, phone number and emails. More than one proposition is welcome. 
 
I will try to match the buy and sell sides, and, where appropriate and subject to mutually agreed terms, arrange and facilitate the subsequent transaction, drawing in any required professional expertise as necessary. 
 
Where appropriate, subject to mutual consent, and free of charge, I will feature suitable propositions, redacted as necessary, on my website, which is regularly accessed in some 30 countries, including some 6,000 professional contacts worldwide.    
 
If your are interested, please send me an email at andrewkpleung@gmail.com 
 
Consultation services
 
If you wish to consult for any reason including corporate board meetings, you may do so by telephone, Skype or video conferencing. Please email me personally at andrewkpleung@gmail.com or text my Hong Kong mobile +852 98198987.  
 
I can also be reached on Skype at andrew.k.p.leung, LinkedIn at andrewleunginternational, Whatsapp at (852) 98198987, WeChat at Andrewkpleung, Facebook at andrewkinpongleung, and Twitter at @Andrewkpleung.'

Speaking and lecturing opportunities

Throughout the year, I am open to invitations for speaking engagements, university summer programs, visiting lectures, or tailor-made electives on China as a visiting/adjunct professor, using English or Putonghua as a medium of instruction. I am prepared to stay on any campus around the world for periods of up to several weeks. Please email me with proposals.  
 
A business networking and speaking platform in Hong Kong
 
As an Advisor to the Denmark-based Executives’ Global Network (EGN) Hong Kong, I wish to extend to you the opportunity of fielding a suitable speaker for an EGN event in Hong Kong. This will be entirely at our own cost with acknowledgement of your support or that of your organization, provided that we are not asked to cover any speaking fee, travel or accommodation expenses.
 
Executives’ Global Network Click here
EGN Hong Kong Click here  
 
RSS feed and weblinks
 
This newsletter is uploaded to my website here. You may wish to save it for reference or reading at leisure. You may also wish to share the link with your colleagues and friends on Facebook, LinkedIn, Whatsapp, Twitter or other social media devices. 
 
My postings are regularly uploaded under the three blogs CHINAwatch, Publications and What is New on my website www.andrewleunginternationalconsultants.com   
 
If you wish instant access as soon as these postings appear, just click on “Subscribe to this blog’s feed” under RSS Feed on top of the right-hand column of each blog. Select the appropriate Google feed option. It is absolutely free of charge.
 
A collection of leading China media and research sites may be found under China Links.
 
You may find it convenient to save my website on your computer, laptop, tablet, Blackberry, iPhone or iPad as a reference resource.
 
Cheer up and chill out
 
While the Year of the Monkey started with doom and gloom, you may find joy, hope, inspiration, fun and humor, and perhaps wisdom in an repertoire of music, videos, songs and words, There is also a collection in Chinese. 
 
Courtesies
 
I look forward to your guidance, advice, comments, suggestions, and criticisms. Please feel free to share any of my papers, articles, presentations, and TV interviews with your colleagues or friends. You are also welcome to publish any of them with full attribution.

If you think that I may add value to your endeavours in any way, please let me know how I may help.  If for any reason you do not wish to receive my emails, just ask me to delete your name from my databank permanently.
 
Best personal regards,
 
Andrew K.P. Leung, SBS, FRSA
International and Independent China Strategist
 
Positions
 
Chairman and CEO, Andrew Leung International Consultants Limited
(Founded in London, now re-incorporated in Hong Kong)
China Futures Fellow, Berkshire Publishing Group, Massachusetts, USA (2011-13)
Brain Trust Member, The Evian Group (global think-tank), Lausanne, Switzerland
Gerson Lehrman Group (Global Experts) Council Member 
International Expert, Reuters Insight Community of Experts, Thompson Reuters
Senior Analyst, Wikistrat, a cloud-sourced global strategic consultancy
Senior Consultant, MEC International (a UK-based global strategic energy consultancy) 
Distinguished Contributor, Asymmetric Threats Contingency Alliance (ATCA) (global think-tank)
Fellow of the Royal Society for the Encouragement of Arts, Manufactures and Commerce (FRSA)
Elected Member, Royal Society for Asian Affairs
Advisory Board Member, The e-Centre, European Centre for e-Commerce and Internet Law
Advisory Board Member, The Global Analyst, India
Hong Kong Advisory Board Member, Denmark-based Executive Global Network (EGN)
Global Commercial Agent, Changsha City, China
Visiting Professor, London Metropolitan University Business School
(The following until 19 May 2010, on permanent relocation back to Hong Kong)
Governing Council Member, King’s College London, UK (2004-2010)
Advisory Board Member, China Policy Institute, Nottingham University, UK (2005 -2010)
Founding Chairman, China Group, Institute of Directors City Branch, London, UK (2006-2010)
Vice Chairman, 48 Group Club, UK (2008-2010)
Committee Member of RSA, London Region, UK (2006-2010)
Visiting Professor, Sun Yat-sen University Business School, China (2005-10) 
 
Included in UK's Who's Who since 2002
Awarded the Silver Bauhinia Star (SBS) in the July 2005 Hong Kong Honours List  

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