China

Here we are once more in the teeth of the great "super-cycle" debate as iron ore probes daily new lows in the reach for a China-Crisis clearing price. This is my first...

The heightened US-China relationship tensions since the Trump administration have forced China to re-finesse its domestic economy priorities. This backdrop makes the...

For the majority of 2021, Chinese equities have underperformed the US and Europe as economic and regulatory fears cast a shadow over companies operating in the world’s...

The potential for a slowdown in the world’s two largest economies is feeding concerns that global growth may have peaked Both countries are also facing another wave...

The Chinese market presents an enigma for businesses: On one hand, the sheer size of the population is an enticing prospect as it gradually grows wealthier. On the...

Increasing regulatory scrutiny is feeding uncertainty in the Chinese equity markets and has once again raised the question of whether the local Chinese equity market...

Last year brought fiscal stimulus to the world's economy at a scale never seen before. In Australia alone, the government spent $257 billion in direct economic...

The A2 Milk share price has seen one-way traffic since its full-year result in August last year, down 75% before basing out in May. Whenever we see a great brand...

Producers in both China and the US are facing higher costs, prompting growing concerns that inflation could threaten the global economy – but China isn’t waiting to...

The Hong Kong exchange (Hang Seng) is the third largest in the world by market cap, which stands at a whopping US$6.76 trillion. This is behind only the New York...

In the first part of this series, we heard from Mary Manning, portfolio manager, Ellerston Capital, Stephen Kam, Investment Director, Asia ex-Japan equities,...

I’m a few days late in tipping my hat to Bob Dylan’s 80th. But he has a line to suit most occasions and this week it’s Ballad of a Thin Man’s ‘something is happening...

Investing in China is an appealing concept - what's not to like? From Shenzhen to Shanghai, there's a veritable goldmine of stocks to choose from, a burgeoning middle...

The world is changing. The largest market of consumers for the last 30 years is being replaced. Unfortunately, many portfolios do not reflect this change. By 2024,...

It may seem like a distant memory now, but for much of 2018 and 2019, global markets were periodically shocked by the unorthodox diplomatic moves of then-President...

The investment case for China has become more challenging over the past few months. We can point to three reasons for this. First, having led the world into COVID and...

Following the Great Pandemic of 2020, the global economy is entering a robust recovery. This new business cycle is not like those that followed the previous two...

If you had to choose only three to five companies to own and you had the entire world to pick from, what would they be? For Sam Ruiz, Portfolio Specialist at T. Rowe...

MSCI China was the third best performing country index out of 28 MSCI classified emerging markets indexes over one year to 31 January 2021 (figure 1). Despite...

A2 Milk's results commentary began with "Fundamentals remain strong despite significant COVID-19 disruption." Having been down 25% on the year and 38% since the start...