Last week a colleague and I took a tour of regional NSW (Orange specifically) to discuss portfolio strategies and China. VFS Head of Strategy and resident China expert Jack Kouzi gave a great talk on Chinese growth being more substantial than just GDP growth and iron ore exports, that their ambitions in other fields are a good indication of their overall intentions. One of the points Jack made was that China wants to put a man on the moon by 2025. That’s all good and well for them but it was on the long drive home that my brain started turning this over.