Much has been said (and written about) the extraordinary events of last week involving the unveiling of China’s stimulus measures, aimed primarily at protecting the central governments 5% growth edict.

For a hot second there, we all thought 2025 was going to be fairly cruisy. The continuation of a strong bull-run, the end to recession fears, a couple of rate cuts. The biggest concern was perhaps the high premiums on stocks like the Magnificent Seven.

Last Friday November 15, I had the great pleasure of being the special guest convener of a panel discussion at Euroz Hartleys annual ‘Bringing the West to the East’ lunch held at the MCA, The Rocks, Sydney.