China

As we look ahead to 2023, it can be said with a reasonable degree of confidence based off the experience of the last few years that ‘uncertainty is the only certainty’.

China’s road to reopening is front of mind for investors as we go into 2023. But will it also be the best news story of the new year for markets?

Big moves are underway to onshore production of the essential building blocks of the US economy. This follows concern that dependence on key imports from China could...

Citi and Morgan Stanley are both out with their 2023 commodities outlook pieces. I read through all 200+ pages of it so you don't have to.

Plus, could the Chinese economy be Japan-ified? What does that even mean? The TLDR explanation is in today's chart.

Plus, at least one of our panellists believes this sector will be the "energy trade" for next year. Which one? Tune in to find out.

China's recent protests against zero-COVID are the biggest since 1989. But what implications are there for markets?

China has been one of the most discussed topics during our meetings with clients and investors over the past few years. And it’s easy to understand why. The region...

It is still too early to tell if 2022 will end with a bang or a thud in financial markets. But the shared pain across traditional fixed income and equity assets has...

Chinese stocks have had a phenomenal run over the last two weeks. The Hang Seng index is over 22% higher than a low struck in late October. And some of the big...