China

Latest news and analysis on China

Equities

Moving on from Big Tech - what's next?

We're looking at other themes to invest in and see no rush to re-enter the market.
Marcus Padley
Marcus Today
Macro

U.S. - China trade tensions: From complacency to concern

Over recent weeks, tensions between the United States and China have intensified, culminating in the U.S. threatening to impose an additional 100% tariff on Chinese...
Seema Shah
Principal Asset Management
Education

When the leverage breaks: What the weekend crypto crash revealed

A tweet, a tariff, and a US$19 billion wipeout
Charlie Sherry
BTC Markets
Equities

Battery Age Minerals: Undervalued, uncovered, unmissable

This $17m ASX microcap could be holding a US$10b+ asset in plain sight - and the stock is still trading below the radar.
FXG
Xinyu Ru
Fawkes Capital Management
Equities

Experience to opportunity: Fidelity’s 50-year journey in Asia and what investors can’t afford to miss

Fidelity has more than half a century of experience in Asia and investment director Gary Monaghan has plenty of insights to share.
Tom Stelzer
Livewire Markets
Equities

China's race for AI supremacy - Alibaba in focus

Alibaba leads China’s quest for AI independence, propelled by its co-founder Jack Ma’s renewed influence.
Garry Laurence
Profeta Investments
Commodities

Iron ore strength hiding in plain sight

It's the key price for the country...
Callum Newman
Fat Tail Investment Research
Macro

Trump announces 90-day trade truce on China

The U.S. and China have announced that they will temporarily lower tariffs on each other's exports, with the U.S. reducing its tariffs on China from 145% to 30%...
Seema Shah
Principal Asset Management
Macro

Tariffs, turbulence, and the new global order

The 2025 trade shock redrew economic lines. With alliances shifting, what does it mean for investors in a fractured world?
Tim Davies
Carrara Capital
Macro

Liberation Day and the road to recession?

The US is redrawing the trade map. China’s not backing down. Investors should brace for impact.
Xinyu Ru
Fawkes Capital Management
Macro

How are Asian markets staying resilient despite Trump's tariffs?

Hang Seng leads global markets as China weathers the storm
NYSE:JD
Garry Laurence
Profeta Investments
Macro

US rejig of tariffs makes little difference to the bottom line

Rejigged US "reciprocal" tariffs target China, where the increase in the US effective tariff rate is broadly unchanged from last week.
Kieran Davies
Coolabah Capital
Macro

What the crazy/genius Trump is trying to achieve

The 'exorbitant privilege' of the US dollar as world's reserve currency is coming back to bite it...
Greg Canavan
Fat Tail Investment Research
Macro

Aggressive US tariffs pressure China for a forceful response

To date, the Trump administration has raised the US tariff on Chinese imports from about 22% to 76%.
Kieran Davies
Coolabah Capital
Listed Series
Sponsored

70% of global GDP growth comes from this region - are you paying attention?

Platinum Asset management’s Cameron Robertson discusses the Platinum Asia Fund (Quoted Managed Hedge Fund) and opportunities in Asia.
Sara Allen
Livewire Markets
Equities

Four risks that investors should watch in 2025

Global equities have just delivered a second year of stellar gains, but a range of investment risks may bring more volatile share markets in 2025. However, there are...
Tim Richardson
Tim Richardson
Pengana Capital Group.
Macro

Navigating the new world order in global trade

Global trade is entering a new era—tariffs, retaliation, and shifting alliances are reshaping markets. Who stands to gain and who will lose?
EQR
Xinyu Ru
Fawkes Capital Management
Commodities

As US tech stumbles… keep your focus on commodities

With China’s growing power and recent market shifts, it’s time for investors to reconsider commodities over richly valued US tech
James Cooper
Fat Tail Investment Research
Investment Theme

How did my Crazy-Eight A-Shares go?

It was a great year for global equity markets. Australia was a relative laggard. The Magnificent Seven did well, as did my 8 China A-Shares.
Kingsley Jones
Jevons Global
The Pitch

Should you look outside the ASX miners for a China stimulus play?

China's latest stimulus measures haven't answered investor concerns. That could be a problem for ASX resources investors
Hans Lee
Livewire Markets
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