China

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...

It has been two months since we published our list of 10 potential surprises for 2019, which on the balance of probabilities, are unlikely to happen but shouldn’t be...

The debate over the longevity of the economic boom in China has long divided economists and financial market participants. On one side are believers that China’s...

The year is 1991. I’m trading Australian interest rates on the proprietary desk for Bankers Trust. The desk is headed by Richard Farleigh. And the quarterly CPI number...

One of Australia’s most iconic funds management firms will celebrate its 20th anniversary this year. From humble beginnings with just $30 million of assets under...

February offers insights on companies and economies around the world, including the US and China, which are of particular interest this time around. This years’...

Macau is the largest casino gaming market in the world. It generated gross gaming revenues (GGR) of ~A$53bn in 2018, most of which was derived from mainland Chinese...

A good chart distils terabytes of data into a small image that delivers a big message. And to cherry-pick the messages investors need to hear most right now, we asked...

We asked our portfolio managers to share their views on potential surprises for 2019 which on balance of probabilities are unlikely to happen but shouldn’t be written...

The Australian economy performed well during 2018 with rising GDP, lower unemployment and stable inflation. Despite this, the outlook for 2019 is not as positive, as a...

Last month we saw the FED raising rates for the 9th time in the last 3 years, now to 2.25-2.5% per annum. Also, this month, the FED might keep its Quantitative...

Apple significantly reduced its guidance for the December quarter, blaming China and a few other factors for the shortfall. This is Apple's first negative...

Two of the world’s largest economies are going head-to-head and investors are fretting. Will the United States and China make a deal? Will tensions ensue and tariffs...

There are 125 million people joining the Chinese middle class every year, and this supports long term investment opportunities. Adrian Warner, Managing Director and...

Asia is the best structural growth story in the world driven by strong demographics, a rising middle class, infrastructure build and technological leapfrogging. We...