China

The Chinese mobile telecommunications market is the largest in the world in terms of subscribers and is leading the transition to a 5G world. China Mobile (HKG: 0941)...

Awareness of potentially high-impact but improbable developments should help investors prepare for unexpected changes in market conditions. In our base case, the...

As 2020 gets into full swing it is news of a potentially devastating virus that has gone viral. As such, I thought I would take a look at the the potential economic...

The market focus this week was the US-China trade agreement. Leaving aside the grand pronouncements over the importance of the deal, there was plenty of interest for...

The December release of the “Global Waves of Debt: Causes and Consequences” report by the World Bank mostly slipped under the radar as people were focussed on...

In this column I submit 10 big ideas for the next decade, which is bound to be a dangerous one, including: the coming of self-aware artificial intelligence; fusion...

If there’s just one of our episodes you view this year, make it this one. Senior Whitehouse & Pentagon advisor and Air Force General Robert Spalding joined us to...

You would usually think that long-term share investing and playing roulette are at the complete opposite ends of the spectrum as far as making money goes. Yet these...

As we step into the new decade, there are plenty of topics consuming investors’ thoughts including trade wars, Brexit, the Trump impeachment hearings, US presidential...

China has recently galloped ahead of the US in terms of the number of unicorns. According to the Hurun Global Unicorn List 2019, there are currently 206 unicorns in...

A trip to China can yield many outcomes for an investor. The sheer land mass and multitude of micro economies can make it difficult to ascertain whether a Hebei steel...

There is one main reason I think trade tensions can’t be ignored in 2020 and that is because the media won’t let us. But issues that grab the headlines don’t always...

The recent optimism pervading the global macroeconomic backdrop over the last month suffered some harsh reality last week as the landscape continued to provide...

The Aussie dollar was already having a difficult week before sliding below 68 cents as Australia reported a fall in employment in October. The Aussie is the softest...

It’s often said that’s its darkest before the dawn and that certainly applies to markets. Only a few weeks ago bond yields were hitting record lows and the equity...

In the last two decades, Asia has become a powerhouse of global growth, contributing more than half of global GDP. Demographics, improved education and digitalisation...

The Asian middle class is set to explode in the coming decade, and Australia is set to benefit in more ways than one. Australian investors, in particular, have a...

France-based LVMH, which sells fashion, alcohol, watches, jewellery and cosmetics, is the world’s leading personal-luxury-goods company. In its 2018 annual report, the...

Part of my investment thesis on China is that the underlying structural issues have been laid bare by the trade war. Regardless of any face-saving deal, the problems...

Multi-national consumer brands have benefited from the rise of the Chinese middle class. That benefit has come with minimal effort as the growing number of wealthy...