China

In the last two decades, Asia has become a powerhouse of global growth. Demographics and digitalisation are fuelling a boom economy that’s expected to continue for...

It wasn't until I read Ray Dalio's 'Principles' book that I knew how long he had been visiting China, and how closely he has been involved with its economic story. (I...

Down here in the antipodes, where our own economic fortunes have for many years been closely tied to those of our neighbour to the north, we have seen firsthand how...

“Our growth stocks are the world’s most expensive” screams the headline in a recent Australian Financial Review article. That’s not hyperbole. Goldman Sachs has...

Veteran fund manager David Paradice has just unveiled his first new fund in over a decade. The Paradice Global Emerging Markets Fund will be a bold move and comes at a...

The BlackRock Investment Institute (BII) said it now sees trade and geopolitical frictions as the principal driver of the global economy and markets, and as a result...

We believe that the emerging consumer is a key source of structural growth. Structural growth is important to our fund, because we believe structural growth is worth...

After starting 2019 with a decisively risk-on view in equities, global asset manager Aviva Investors has scaled back its preference for the asset class and taken its...

The technology “war” has only just begun and will get worse. Big tech firms face numerous headwinds. Increasingly the tech giants are viewed as monopolists that are...

Charlie Aitken has a simple investment philosophy: Build a concentrated portfolio of the world's best companies in structural growth sectors. And for this week’s...

After consulting numerous Chinese and US intelligence, defence and political experts, I believe the probabilities have shifted materially from the benign modal case in...

Here's some of the standout charts on my radar. I aim to pick a good mix of charts covering key global macro trends, and ones which highlight risks and opportunities...

Trade wars, Brexit, "the Donald" and his tweets, market volatility – there's a lot going on in the world at the moment. At the Future Generation Investment Forum,...

It's not everyday that you discover a fund with truly eye catching performance. When I recently pulled up the track record of the Cooper Investors Asian Tiger Fund,...

Here are some of the standout charts on my radar. I aim to pick a good mix of charts covering key global macro trends, and ones which highlight risks and opportunities...

While China's recent injections of liquidity into the system have got the economy going and recent purchasing managers' prints have also provided support to the...

Here's some of the standout charts on my radar. I aim to pick a good mix of charts covering key global macro trends, and ones which highlight risks and opportunities...

Here's some of the standout charts on my radar. I aim to pick a good mix of charts covering key global macro trends, and ones which highlight risks and opportunities...

The path forward for equity markets will be dictated by a number of cross currents that we are well prepared for. April is a seasonally strong month for equities,...

I have just returned from China, looking at how Australian goods such as infant formula are sold and marketed, given the strong Chinese demand for such products. Being...