china economy

Latest news and analysis on china economy

Macro

What investors should know about China's economy

A guide to making sense of China's economic data.
Janu Chan
Bitesized Economics
Macro

China economy’s strong start to 2024 deals blow to “over-pessimism” but recovery hangs on property market

Recent data suggests the Chinese economy may have started the year on a strong note and their stock market appears to finally be turning up.
Carl Capolingua
Livewire Markets
Macro

5 key market trends we’re watching closely … and how to benefit from them

Some hedge fund strategies are well placed to benefit from key macro trends unfolding in 2024
Pieter De Weerdt
Antarctica Asset Management
Macro

China's property crisis is far from over

It was sometime in mid to late 2021 when Evergrande first hit mainstream headlines. At the time, there were increasing reports that the developer was in financial...
Janu Chan
Bitesized Economics
Equities

Still the right formula, Citi sticks with a2 Milk despite falling China birth rate

Data this week showed China’s birth rate continues to slow, triggering Citi to issue an update on infant formula manufacturer a2 Milk.
Carl Capolingua
Livewire Markets
Daily Report

ASX 200 flat, uranium soars on production glitch, Pilbara Minerals dumps on downgrade

Uranium stocks went boom whilst lithium stocks were once again mired in gloom. The reasons for each, and more, are waiting for you below...
CHN
GMG
IGO
+6
Carl Capolingua
Livewire Markets
Macro

Is China's economy turning around?

There has been no shortage of commentary highlighting the economic challenges that China has been facing. A property sector in crisis. A disappointing recovery after...
Janu Chan
Bitesized Economics
Macro

Country Garden - Not your garden-variety kind of crisis

A default has been averted at one of China's largest property developers. But what now?
Janu Chan
Bitesized Economics
Macro

The crisis that China has to have?

It is widely acknowledged that troubled China's property developers will not trigger a 'Lehman moment". But the sector is still in crisis.
Janu Chan
Bitesized Economics
Daily Report

The Match Out: ASX hits five-month high as inflation behaves, Mineral Resources up on quarterly result

The daily Match Out for Wednesday 26 July, with James Gerrish of Market Matters.
ASB
FMG
+9
James Gerrish
Market Matters
Macro

Where is China’s stimulus?

A raft of economic data last week again confirmed mixed signs for the post zero-covid recovery for China. The headline act was GDP. China’s economy in the second...
Janu Chan
Bitesized Economics
Macro

Can China export deflation to the rest of the world?

In a world in where much of the world is grappling with inflation, it might seem strange that inflation is virtually non-existent in China. In fact, in data released...
Janu Chan
Bitesized Economics
Fixed Income

Debt in China and the Game of Pass the Parcel

Local government debt is now in the spotlight. Much has been made of this debt's size, but is there a bigger issue?
Janu Chan
Bitesized Economics
Macro

China's Infrastructure Push

When it comes to infrastructure in China, it seems that old habits die hard
Janu Chan
Bitesized Economics
Macro

Why you should still be optimistic on China’s re-opening

When China first began to back down from its zero covid policy, there was a lot of skepticism. Whether it was doubt about whether the country could handle the huge...
Janu Chan
Bitesized Economics
Macro

Reading between the lines of China’s economic growth target

Independent Economist Janu Chan breaks down the big change at the top of the Chinese National People's Congress agenda.
Janu Chan
Bitesized Economics
Macro

Looking for a global recession in the new year? Watch out for this wildcard

The drumbeat of global recession for 2023 has been beating loudly of late. Some fund managers and analysts at major banks now have recession as their baseline...
Janu Chan
Bitesized Economics
Equities

Three stocks to watch for China's reopening

China’s road to reopening is front of mind for investors as we go into 2023. But will it also be the best news story of the new year for markets?
Alice Shen
VanEck
Macro

China's Pivot

Chinese stocks have had a phenomenal run over the last two weeks. The Hang Seng index is over 22% higher than a low struck in late October. And some of the big...
Janu Chan
Bitesized Economics
Fixed Income

The next domino in China’s property saga

Imagine a US-dollar bond paying essentially a 118% yield. It pays a coupon of 4.2% and is priced at approximately 8 cents in the dollar. What’s the catch you are...
Janu Chan
Bitesized Economics
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