China

Traditionally, bonds issued by state-owned enterprises (SOEs) in China were viewed as effectively risk-free given the implicit backing by the central government....

This week Frazis Capital held its January strategy update. After the firm's long-only international equities fund advanced 108 per cent (after fees) up to December...

China’s continued rise as a global economic powerhouse has been met with increasing caution and push-back from the Western world, not least from the United States...

2020 was an important year for the technology industry in China. Covid-19 generally benefited the entire digital ecosystem. At the same time, consumer tastes and...

Just over a year ago, Magellan’s Vihari Ross tipped Chinese tech giant Alibaba as her stock pick for 2020 in Livewire’s annual outlook series. This year, she labelled...

With the outcry over unfair competition and unethical behaviour growing louder, how much longer can the big US technology companies escape regulation? 2020 was another...

Japan’s Kioxia Holdings, which in the early 1980s invented flash memory computer chips, was set for one of the country’s biggest initial public offers for 2020. In...

A Quick Note: Enclosed is a brief excerpt from my AFR column this weekend (click on that link to read it). For some reason, quite a few people have contacted me saying...

In 2000 I was a student at Harvard Business School and got the opportunity to do an internship at a venture capital fund in Beijing. On my first day, I woke up early...

In the month of November, Australian dwelling values (ie, houses and apartments) climbed a solid 0.8% across all metro and non-metro markets according to CoreLogic's...

Investing in Chinese debt used to be easy. Chinese bonds and loans almost never defaulted and when they did there was almost always a government bailout. Recent years...

In this investment webinar, we discuss the history Australian-Chinese relations, China using this as a foundation for creeping influence into Australia, and the...

The quote “History doesn’t repeat itself but it does rhyme” has been attributed to Mark Twain.The rhymes between today’s equity markets and the markets back in 1999...

Technology is the standout stock sector for the Credit Suisse multi-asset team, which favours the category despite its overarching neutral view on equities, says CIO...

Although still subject to some legal disputation, markets so far have confidently concluded that Democrat Joe Biden will be the next US President. This note assesses...

China A-shares have done well this year, rising by double-digit percentage points, and outperforming Asian and developed counterparts. Additionally, the wealth...

China’s economy grew by 4.9% p.a.in the third quarter compared with a year earlier, accelerating from growth of 3.2% p.a. in the second quarter. The world’s...

The pandemic was made in China, but its impact has been significantly greater in Europe and the Americas, both north and south. Despite accounting for nearly 60pc of...

While the conduct of monetary policy in China is converging on what are established norms in advanced countries, in many ways it is still quite different. It is these...

The ‘Line of Actual Control’ is the name for the unformalised border that separates Indian-controlled and Chinese-controlled territory in the disputed area where the...