China

Companies in China appear best placed to emerge soonest and with least damage from the global coronavirus pandemic, according to a survey of Fidelity’s equity and...

Global equity markets have seen some of the most precipitous declines ever over the past three weeks. The US is, for all intents and purposes, in bear market...

One of the real-time gauges of Chinese activity that we monitor live are traffic congestion statistics. As you can see from the charts below, it certainly seems that...

While the overall market continues to push higher against a tempest of macroeconomic headwinds, several darlings have recently been struck down by the perfect storm. ...

The lengths to which authorities around the world are going to contain the novel coronavirus, the liquidity that is being pumped into the financial system by central...

Apart from catching up with family and friends and listening to Big Block on repeat with the kids, we spent countless hours during the recent holidays reading and...

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...