china growth

Iron-ore outlook steadied by talk of surprise property-support meeting and PBoC balance-sheet pickup; watch credit impulse for confirmation.

The electric vehicle theme underpins the investment bank's preferences, which persists despite the nation's underwhelming reopening rebound.

Earlier this week I published is a growth shock coming? which was included in today's daily Livewire email. This podcast we recorded last week is a continuation on...

The lingering impact of COVID-19 varies by different regions in Asia. In China, domestic life has largely returned to normal. Restaurants, malls and even movie...

Two months after taking the helm of Treasury Wine Estates (ASX: TWE), CEO Tim Ford found himself in the middle of China-Australia political tension. After months of...

'Chris Johnson is the best expert on China the CIA has ever had'. That's the view of former CIA Deputy Director Michael Morell. And if Johnson's views on his country...

Coronavirus shocks have resulted in a major blow to Australia by slowing economic activity with its major trading partner, China. We look at the 3 sectors hit hardest...

Potential pandemic, shutdowns of major cities and supply chains in China, flight bans from one of the world's largest sources of tourists, crashing oil demand. It...

Our current investment thesis is that an external shock could spell disaster for the already fragile Australian markets. This could very well end up being that shock....