Mahon China Investment Management
David Mahon reviews what is in store for China in the wake of the US election
14th Nov 24, 10:18am
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David Mahon reviews what is in store for China in the wake of the US election
David Mahon details what the Chinese government's doing as it tackles its largest economic crisis in 40 years
30th Oct 24, 11:31am
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David Mahon details what the Chinese government's doing as it tackles its largest economic crisis in 40 years
David Mahon argues the Chinese Government needs to act boldly and invest in its people and private businesses, suggesting doing so would make a palpable difference
25th Sep 24, 12:05pm
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David Mahon argues the Chinese Government needs to act boldly and invest in its people and private businesses, suggesting doing so would make a palpable difference
David Mahon assesses trade and geopolitical tensions between China and the US, and says New Zealand risks destroying 50 years of balanced, non-allied status in the Asia-Pacific
21st May 24, 10:55am
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David Mahon assesses trade and geopolitical tensions between China and the US, and says New Zealand risks destroying 50 years of balanced, non-allied status in the Asia-Pacific
Patience required as China's economy, like much of the world, deals with a Covid-19 hangover, says David Mahon in our Of Interest podcast
3rd Mar 24, 6:00am
11
Patience required as China's economy, like much of the world, deals with a Covid-19 hangover, says David Mahon in our Of Interest podcast
David Mahon says despite considerable challenges, the Chinese economy is recovering, and will offer the strongest and most investible market for the rest of the decade
21st Dec 23, 9:24am
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David Mahon says despite considerable challenges, the Chinese economy is recovering, and will offer the strongest and most investible market for the rest of the decade
In our latest Of Interest podcast David Mahon explains what's going on in the Chinese economy, what needs to change and when he thinks things will be looking up
19th Sep 23, 9:09am
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In our latest Of Interest podcast David Mahon explains what's going on in the Chinese economy, what needs to change and when he thinks things will be looking up
David Mahon describes what's going on in the Chinese economy, and how support for the ruling Communist Party's being tested
12th Sep 23, 7:32am
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David Mahon describes what's going on in the Chinese economy, and how support for the ruling Communist Party's being tested
David Mahon says China should probably aim to become stronger economically without becoming more politically dominant. It depends too much on the global economy to be in simultaneous conflict with its major trading partners
20th Jun 23, 9:49am
11
David Mahon says China should probably aim to become stronger economically without becoming more politically dominant. It depends too much on the global economy to be in simultaneous conflict with its major trading partners
David Mahon says China must maintain strong domestic consumption and investment if it is to weather the exterior pressures of global inflation and US attempts to sever economic ties and contain it
14th Mar 23, 10:51am
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David Mahon says China must maintain strong domestic consumption and investment if it is to weather the exterior pressures of global inflation and US attempts to sever economic ties and contain it
David Mahon on the dramatic end to China's Covid-zero policy and how this is playing out across a country, and in an economy, of 1.4 billion people
11th Feb 23, 7:31am
11
David Mahon on the dramatic end to China's Covid-zero policy and how this is playing out across a country, and in an economy, of 1.4 billion people
A ‘COVID tsunami’ is sweeping a COVID-naïve China, causing widespread fear and illness. After this storm passes he foresees a more questioning, less biddable middle class. The Chinese government will have to adapt, reports David Mahon
26th Dec 22, 9:06am
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A ‘COVID tsunami’ is sweeping a COVID-naïve China, causing widespread fear and illness. After this storm passes he foresees a more questioning, less biddable middle class. The Chinese government will have to adapt, reports David Mahon
David Mahon has some reflections on aspects of the recent 20th National Congress of the Chinese Communist Party, and the nature of the incoming group of Xi loyalists
13th Nov 22, 6:00am
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David Mahon has some reflections on aspects of the recent 20th National Congress of the Chinese Communist Party, and the nature of the incoming group of Xi loyalists
David Mahon on how tough zero-COVID policies have hurt the Chinese economy and the entrepreneurs who drive it, pushing away international buyers. He also explains why Beijing has remained staunch - and how it might end
25th Sep 22, 7:00am
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David Mahon on how tough zero-COVID policies have hurt the Chinese economy and the entrepreneurs who drive it, pushing away international buyers. He also explains why Beijing has remained staunch - and how it might end
David Mahon explains the economic impact of China's hot summer, Covid-zero policy and much more
28th Aug 22, 6:00am
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David Mahon explains the economic impact of China's hot summer, Covid-zero policy and much more
David Mahon says the US is being reckless in stirring up the Taiwan issue and although China has few good options, it will still defend its long term interests
21st Aug 22, 12:43pm
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David Mahon says the US is being reckless in stirring up the Taiwan issue and although China has few good options, it will still defend its long term interests
David Mahon says the tightropes that New Zealand prime ministers have walked between the West and China in the past were wider and lower to the ground than the thin, highwires they now traverse - and will traverse in the future
25th Jun 22, 10:00am
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David Mahon says the tightropes that New Zealand prime ministers have walked between the West and China in the past were wider and lower to the ground than the thin, highwires they now traverse - and will traverse in the future
David Mahon reviews where China has landed with its unique approach to pandemic control, and assesses its chances of economic revival
23rd Jun 22, 8:15am
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David Mahon reviews where China has landed with its unique approach to pandemic control, and assesses its chances of economic revival
David Mahon says Shanghai’s Omicron crisis won't destabilise the Chinese Communist Party, and nor will it drive China into recession
25th Apr 22, 6:00am
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David Mahon says Shanghai’s Omicron crisis won't destabilise the Chinese Communist Party, and nor will it drive China into recession
David Mahon details the challenges and dilemmas China faces as Russia wages war in Ukraine
19th Mar 22, 1:26pm
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David Mahon details the challenges and dilemmas China faces as Russia wages war in Ukraine
From Beijing, David Mahon offers his unique perspective on China's path through COVID, its current economic and social situation, and its paths forward as it earns and learns its role as a Great Power
7th Dec 21, 11:22am
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From Beijing, David Mahon offers his unique perspective on China's path through COVID, its current economic and social situation, and its paths forward as it earns and learns its role as a Great Power
David Mahon explains what is really going on in China as they rein in their tech industry, and try to reform their education sector. It's a story of adaption and missteps, with Beijing trying to keep companies within the state's social controls
20th Aug 21, 7:56am
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David Mahon explains what is really going on in China as they rein in their tech industry, and try to reform their education sector. It's a story of adaption and missteps, with Beijing trying to keep companies within the state's social controls
David Mahon sees China and its rivals both lacking coherent foreign relations strategies and leading to policy mistakes on both sides. When they are bound economically while becoming polarised politically, the risks are high
29th Jun 21, 9:52am
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David Mahon sees China and its rivals both lacking coherent foreign relations strategies and leading to policy mistakes on both sides. When they are bound economically while becoming polarised politically, the risks are high
China has the economic gravity and confidence to match the international diplomatic posturing that challenges its own new assertive positions, says David Mahon
22nd Apr 21, 9:55am
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China has the economic gravity and confidence to match the international diplomatic posturing that challenges its own new assertive positions, says David Mahon
David Mahon sees a coming new but limited era of US-China détente that should result in a degree of market stability. Biden will have some useful Trump cards. But core tensions will depend on mutual reactions
20th Nov 20, 10:54am
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David Mahon sees a coming new but limited era of US-China détente that should result in a degree of market stability. Biden will have some useful Trump cards. But core tensions will depend on mutual reactions