China

The spectre of Chinese nuclear submarines, destroyers, fighters, and bombers based in the Solomon Islands, merely 1,752 kilometres from Australia’s mainland – and...

Investors have seen damaging headline after headline of COVID-related, regulatory or supply chain-related issues coming from China. It seems like every day or week...

In the AFR I write that unable to control Australia after decades of unprecedented espionage and propaganda, and having had scant success forcing us to bend the knee...

In the AFR I write that it’s curiously un-Australian to be woefully unprepared for a fight. But that is the situation we find ourselves in. And it is the crisis that...

The Weekly S&P500 ChartStorm is a selection of 10 charts which I hand pick from around the web and post on Twitter. The purpose of this post is to add extra color and...

Russia is near to defaulting on up to US$150 billion of foreign currency debt writes Christopher Joye. If China consents to provide military aid to Russia it would...

China is undergoing a fundamental structural shift. It is moving away from an economy reliant upon low value manufacturing-based exports towards high value...

We believe the fundamentals are in place for emerging markets to outperform developed markets, writes Dr Joseph Lai of Ox Capital. In this wire, he discusses his...

2021 was a challenging year for emerging markets due to slowing global growth, the spread of new COVID-19 variants and the impact of China’s regulatory tightening. New...

A more consistent environment for global asset prices and investment is being forged by China’s more “normal” interest rate approach, while other central banks dither...

A few points can be said about this current round of regulatory intervention from the authorities. It is important to highlight that intervention on industries, old...

We’re going to be a little cheeky: before discussing Asian equity markets, we are going to examine the setup for global equities, in particular the US, which dominates...

It is no accident that Chinese mega property developer Evergrande is struggling to stay ahead of its creditors and nor is it alone – it is all part of the central...

Fidelity has just released its 2022 Outlook with an around-the-ground series of summaries from the firm's cadre of portfolio managers. Livewire’s David Thornton has...

The recent wave of regulatory reform in China has been highly visible, resulting in a knee-jerk reaction among investors, some of whom are questioning the viability of...

Rising levels of education, entrepreneurship and wealth in Asia’s female population has fueled demand for luxury goods such as watches and jewellery. In the following...

The demise of Chinese property developers is likely to be the credit story of the year. But as Jonathan Rochford writes, without government intervention it could also...

Incitec Pivot was one of the Firetrail Absolute Return Fund’s top performers in the September quarter. We remain confident in the near-term prospects for its...

Setting up a new fund is a time of joy and nervous anticipation. There's deciding on a new name, hiring talented investors and putting your own capital into the fund,...

We have so far looked into the reasons driving a recent sell-off in Chinese tech, as well as what the future holds for the sector. Many stocks remain at heavy...