China

Latest news and analysis on China

Macro

China: the re-opening trade that never quite was

Why China’s re-opening has proven to be more fizzle than fireworks.
Sarah Shaw
4D Infrastructure
Equities

Where do the separated rare earths produced by Lynas actually go?

An analysis of UN Comtrade data shows that the major destinations for finished product by value are China, Vietnam and Japan, in that order.
+2
Kingsley Jones
Jevons Global
Livewire Live

Why these stocks remain "massively under owned" (and are a glaring opportunity)

Look beyond the convenient headlines, and you might find the contrarian opportunity of a lifetime.
Hans Lee
Livewire Markets
Macro

Why you should look beyond the obvious for unique thematic investments

If you want to find less crowded opportunities in structural change, Westpac Private Bank's George Toubia says you'll need to dig deeper.
Sara Allen
Livewire Markets
Macro

5 things you need to know about China’s shadow banking crisis and what it means for investments

Crises in the Chinese property and shadow banking sector may have commentators concerned with good reason.
BHP
RIO
Sara Allen
Livewire Markets
Macro

ECB expectations, US strikes and precious metals in China

This week’s charts begin with futures markets’ take on ECB interest rates
Macrobond Financial
Macro

The potential economic impact of a China shock on Australia

A shock to Chinese demand would mainly be borne by lower incomes, with a lower AUD a critical shock absorber.
Kieran Davies
Coolabah Capital
Equities

Regulating the AI revolution: What investors need to know

Competition with China and consumer safety are key themes.
T. Rowe Price
T. Rowe Price
Macro

No quick fix for the Chinese economy

China is dealing with a property market overhang.
Kieran Davies
Coolabah Capital
Macro

Scary Septembers for stocks, money supply and world inflation

As we move into the Northern Hemisphere autumn, this week’s charts begin with a visualisation of stocks in September
Macrobond Financial
Livewire Live

Three stocks Jacob Mitchell is backing for the next five years

Ahead of his appearance at Livewire Live on 12 September, Antipodes Partners' Jacob Mitchell answers a handful of burning questions.
+3
Sara Allen
Livewire Markets
Commodities

3 reasons why we are bearish on iron ore

China accounts for over 50% of global iron ore demand, with 55% of Chinese iron ore demand coming from the construction sector
Chris Watling
Longview Economics
The Rules of Investing

3 reasons why the US economy has achieved a miraculous "soft landing"

KKR's Frances Lim tells us why she's bullish amid today's volatility, and where she sees the best value
The Rules of Investing
Livewire Markets
Commodities

Have the bears finally got it right on China?

Former exploration geologist James Cooper challenges the one way traffic on bearish China sentiment and offers a different view
BHP
James Cooper
Fat Tail Investment Research
Macro

China's economy is a house on fire, and this time it can't build its way out of the mess

What's going on in the middle kingdom alongside its troubled property sector?
David Thornton
Livewire Markets
Education

ASX iron ore stocks in structural decline?

Does China's slumping economy spell trouble for ASX iron ore miners?
BHP
RIO
Kiryll Prakapenka
Fat Tail Investment Research
Macro

Capital cities, British purchasing power and dwindling US savings

This week’s charts begin with a visualisation of how countries dominated by their capital city
Macrobond Financial
Equities

Is the “Goldilocks” scenario about to be mauled by the 3 economic bears?

The Goldilocks scenario has enjoyed a big rally this year, blissfully ignorant of the three economic bears returning home
+1
Mark Gardner
MPC Markets
Macro

What's going on in China's property market and what does it mean for your money?

Will Country Garden become the next Evergrande? We find out.
BHP
+1
Hans Lee
Livewire Markets
Education

Momentum vs fundamentals

Momentum versus fundamentals. Price versus earnings. Disinflation versus deflation. This week's theme is all about contrasts.
Kiryll Prakapenka
Fat Tail Investment Research
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