China

Names like George Soros, Howard Marks and Ashok Jacob are recognisable to most investors. Mary Manning has the unique experience of working inside the investment...

Welcome to Magellan Asset Management's new monthly investment podcast, 'Magellan - In The Know', dropping on the last Tuesday of every month. We will seek to bring you...

At last Friday’s parliamentary appearance, RBA Governor Lowe said that the activity restrictions imposed in Victoria in response to the resurgence of Covid-19 cases...

In the 1980’s both India and China had approximately the same GDP. However, the rest is history, with China benefiting from developing an expertise in manufacturing...

On Friday, 6th August, President Trump issued two executive orders banning U.S. transactions from WeChat, the Chinese ‘uber’ app owned by Chinese technology giant,...

A relaxation of lockdowns and substantial support from policymakers have elicited an impressive and co-ordinated rebound across global economies. But, while this has...

When an economic crisis arrives, there’s often two key economic arguments that play out. First, how much government stimulus should occur to replace the reduced...

In the AFR this weekend I write that investment decisioning is complex right now because the world is in such an unusual and fluid place. One of the most important...

In what follows, I wish to deal with how the UK’s engagement with China will stress and strain in the near-term, but should inevitably see them collaborate in a way...

La Samaritaine department store in Paris that was founded in 1870 is of such majestic art deco and art nouveau styling it was declared a national monument in 1990. The...

In what follows I will swiftly cross Continents to consider the futures of four enigmatic economies. The fortunes of two of these concern me greatly but, that of the...

In the AFR I write today that if you believe the excerpts from John Bolton’s new book on his term as national security adviser to President Donald Trump, the putative...

One of the things our team is very focussed on right now is relations between China and the West, and what this portends about the future. There is little doubt that...

Today in the AFR I write about the coming of Cold War 2.0 after last week's missive explaining that the only important questions right now revolve around who is...

Working as a young analyst on Wall Street, Qiao Ma, Portfolio Manager at Cooper Investors, had the privilege of direct contact with legendary hedge fund manager,...

In the AFR today, I write that there are only three important questions in financial markets right now. In fact, one could argue that these are the most serious...

Our latest Complexity Premia podcast episode has gone live, where Ying Yi Ann Cheng and I discuss a wide range of topics, including:the impact of COVID-19 on financial...

The US forces stationed in the Philippines in 1942, faced an impossible task. The Japanese Imperial army had taken control of most of South East Asia and there would...

Escaping the trade wars that defined the end of 2019, Asian markets were met with yet another challenge in 2020 – COVID-19. Asian markets took the hit from COVID-19...

In his masterpiece, The World in Depression, Charles A. Kindleberger concludes the major cause of the Great Depression was a paralysis of leadership caused by the...