China

Latest news and analysis on China

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
Investment Theme

Where the investment signals lie amid a plethora of noise

There may be significant uncertainty around the political framework but structural investment opportunities still abound.
Bennelong Funds Management
Fund Manager
Equities

Surprise China policy change boosts ASX aluminium and copper stocks

China announced Friday it would remove a key tax rebate on aluminium and copper exports, potentially reshaping markets for these metals
BHP
RIO
S32
Carl Capolingua
Livewire Markets
The Pitch

3 themes (and 5 stocks) for long term growth and diversification

Antipodes’ John Stavliotis believes China offers investors a range of benefits and he uses three buckets for exposure.
Sara Allen
Livewire Markets
Macro

'Never bet against America' - Buffett's golden rule faces its greatest test

Warren Buffett... The icon of American capitalism; is now well into his twilight years. Can the same be said for the American economy?
James Cooper
Fat Tail Investment Research
Equities

Why China just changed the flow of global investment capital

This interview with China expert Louis-Vincent Gave explains why…
Greg Canavan
Fat Tail Investment Research
Weekend Report

Trending On Livewire: Weekend Edition - Saturday 12th October

Aussie market rebounds, nearing all-time highs, with focus on China's upcoming $425B stimulus to boost the economy and commodities.
Livewire Exclusive
Livewire Markets
Education

Why investors are reconsidering the 'anything but China' trade

Tom Richardson, from Paradice Investment Management shares his views on Aussie small caps and China's recently announced stimulus package
Future Generation
Future Generation
Education

How are my Crazy-Eight A-Shares doing?

Buy when there is blood in the streets and the newspaper editors are on the jungle juice.
Kingsley Jones
Jevons Global
Macro

China: Is this the “whatever it takes” moment?

China's recent stimulus measures, including monetary easing and a massive fiscal pledge, have sparked a sharp rally in equities, particularly in real estate and...
Seema Shah
Principal Asset Management
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