In this video I look at the latest data out of China, which shows an economic rebound gathering steam. I talk through how they got there, what's next, the implications, and risks to the outlook: Show More
china growth
China’s internet companies are developing cutting-edge mobile applications and leapfrogging the titans of U.S. technology in certain respects. China is no longer simply a tech copycat: Tencent, Alibaba and Baidu are playing a leading role in China’s shift to a consumption-led economy. Capital Group expects increasing amounts of mobile innovation... Show More
Following the recent upbeat GDP report, BIS Shrapnel’s Building Forecasting Team are suggesting the worst could be over in China. “The details of the Q2 GDP report show that increased investment in property and infrastructure helped the economy grow by 6.7% year-on-year in the three months to June, beating market... Show More
Aussie market flip-flopped between slight positive and slight negative before China growth data helped to push into solid positive territory. China GDP growth matched expectations and was right in the middle of the target band set by the government. If only everything worked so perfectly….like the local unemployment data improving... Show More
Aussie market started positive and went further north due to Resources optimism driven by China data, Oil optimism driven by potential Doha deal and the Financial optimism driven by US result season. After three consecutive negative weeks, we expected a bounce this week in like with the trend from the... Show More
We have recently returned from China, spending time talking to the locals and getting a real “feel” of whether the Chinese economy is in fact, slowing down…. Yes, the cost of labour has increased significantly over the past few years and we’re seeing more and more factories move offshore… this... Show More
As the world’s second-largest economy, China is at an important Show More
Aussie market started very negative before recovering over 1% from the lows with better commodities and China property data. The currency also saw some strength to push back above 69 cents while overall commodity cycle remains negative leading into the Chinese New Year. The recent corrections in global markets are... Show More
Nikko AM Australia’s commodity analyst, James Eginton, recently participated in a research trip to China to see first-hand how the economic transition is progressing. The transition - perhaps the largest the world will ever see - has significant implications for global growth. A country where economic growth has been built... Show More
Was invited to speak to the Australian Financial Review and Mark Mulligan and Vanessa Desloires did a great job! Here is a short "snip" of yesterday's interview: https://lnkd.in/b3bkY6x. Show More
A sharp selloff in China’s stock market, a surprise currency devaluation and a persistent slowdown in economic activity have raised doubts about the ability of the world’s second-largest economy to maintain the hypergrowth levels of the past two decades. Despite this, the outlook for China’s economy remains generally positive over... Show More
The MNI China Business Sentiment Indicator, a gauge of current business sentiment, slipped back into contraction by falling 8.8% to 48.8 in July from 53.5 in June. In previous months, incremental gains in sentiment have been led by a firming in output and orders. The latest fall in overall sentiment... Show More
Good Morning from a cold Melbourne winter’s day… Show More
VRL look set to deliver a solid FY15 on 21/8/15. One of the main drivers for this resurgence has been the influx of Chinese tourists coming in their droves taking advantage of a Falling A$. Chinese outbound travel continues to grow rapidly, with the number of overseas trips taken surpassing... Show More
The correction in iron ore prices and the corresponding weakness in iron ore stocks can make it tempting to buy into them for value. If you’re an investor, as opposed to a trader, we would suggest that you need to consider some sobering facts about the state of the iron... Show More