Mahon China Investment Management

Viewing from Beijing, David Mahon says China will benefit from the realignment of the US’ trading partners and adversaries, but China’s rise and stability can only be ensured by deepening its domestic economic reforms

Viewing from Beijing, David Mahon says China will benefit from the realignment of the US’ trading partners and adversaries, but China’s rise and stability can only be ensured by deepening its domestic economic reforms

In a new Of Interest podcast, David Mahon suggests PM Christopher Luxon visiting India before China may be viewed in China 'almost as a statement of a diplomatic insult'

In a new Of Interest podcast, David Mahon suggests PM Christopher Luxon visiting India before China may be viewed in China 'almost as a statement of a diplomatic insult'

Beijing-based David Mahon is watching China adjust to a world with greater chaos, weaker global institutions, more protectionism and a shrinking global economy. He sees a China making its own opportunities

Beijing-based David Mahon is watching China adjust to a world with greater chaos, weaker global institutions, more protectionism and a shrinking global economy. He sees a China making its own opportunities

Beijing-based David Mahon counsels NZ decisionmakers not to decouple from China because opportunities will emerge in ways they would never have done in steadier geopolitical times

Beijing-based David Mahon counsels NZ decisionmakers not to decouple from China because opportunities will emerge in ways they would never have done in steadier geopolitical times

David Mahon reviews what is in store for China in the wake of the US election

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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