china growth

China’s Tech Giants Are Leapfrogging the U.S. in Mobile Innovation

Paul Hennessy

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

BIS Shrapnel calls bottom in China

Livewire News

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

Sunset Strip | Aussie Afternoon Institutional Market Wrap

Mathan Somasundaram

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

Sunset Strip | Aussie Afternoon Institutional Market Wrap

Mathan Somasundaram

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

China: The Magical Truth - Why Chinese GDP is Closer to 6% and not 6.9%...

Niv Dagan

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

Sunset Strip | Aussie Afternoon Institutional Market Wrap

Mathan Somasundaram

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

The China syndrome: meltdown or recovery ahead?

Paul Hennessy

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

Village Roadshow (VRL.AU)- A Box Office Hit!

James Nicolaou

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