China

Latest news and analysis on China

Macro

Are we there yet?

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...
Marcelo Lopez
Marcelo Lopez
L2 Capital Partners

A list of lists (including three reasons why a grizzly bear market is unlikely)

Shane Oliver
AMP

Why Apple's stock just fell 8% and what it might mean

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...
Lachlan MacGregor
Alphinity Investment Management
Rapid Fire

China: Will they have the last laugh?

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...
Livewire Exclusive
Livewire Markets
Expert Insights

The dominant player in a secular growth market

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

Asia – where your portfolio needs to be

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

Markets Fearful - Nowhere to Hide?

Sometimes it seems like there’s nowhere to hide. Equity investors were smacked in the face over the month of October, with waves of selling hitting sharemarkets from...
Clime Investment Management
Clime Investment Management
Clime Investment Management

5 things to watch in 2019

abrdn .
abrdn
Macro

Where the streets have no name

There was much fanfare on the 22nd May 1994 when millionaire Japanese dentist Akihiro Kabe and co-driver Takeshi Okano approached the start of Australia’s inaugural...
Brett Gillespie
Brett Gillespie
Global Macro
Expert Insights

Opportunities in China and India

The performance of Shanghai Composite Index is lagging the US market by a massive 30% so far this year. Mary Manning says this divergence is extreme when compared to...
Livewire Exclusive
Livewire Markets

Bluescope to benefit from China growth

On my last trip to China, we were a little cautious despite the optimism displayed by China’s primary industries — a flow on from the stimulus-led recovery of 2016....
Stefan Hansen
Stefan Hansen
Tyndall AM
Equities

Value vs Growth and the Divergence to the Extreme

All major value equity indices show that the last five years, and in particular the last 12 months, have been a challenge for value as a style. If we look at any...
Jason Kim
Tyndall AM

The New Criterion: tapping the Chinese food revolution

Tim Boreham
Tim Boreham
Independent Investment Research
Macro

The hidden risks in markets today

What would you nominate as the most under-appreciated risk in the market today? There seems to have been an endless carousel of macro ‘bogeymen’, yet markets keep...
Livewire Exclusive
Livewire Markets

Long term trends favouring emerging markets?

abrdn .
abrdn

Careful what you wish for 'cause you might just get it

Ah currencies. Just how important are they? Many pretend to understand, but are quickly confused. Even US presidents. I particularly like this exchange between...
Brett Gillespie
Brett Gillespie
Global Macro
Macro

Australia's greatest economic vulnerability

When it comes to Australia, our view within the equities team is one of cautious optimism. What many investors don’t know is that Australia’s economy is heavily...
Robert Penaloza
Robert Penaloza
Aberdeen Standard Investments

Tourism: taking off in a big way

In many countries around the world, July is a month of temporary migration among the populace. On the one hand, offices are quieter, and the roads less congested. On...
abrdn .
abrdn

Handling the downside risk from Trump's tariffs

Over the past few weeks, you may have noticed President Trump’s rhetoric has centred around trade and resulted in the escalation of tensions between the US and other...
Scott Shuttleworth
Scott Shuttleworth
Vega Capital

Trade war rhetoric overshadows deeper problems for Emerging Markets

We have passed the sweet spot in this business cycle, where easy monetary conditions and synchronised growth pushed share markets higher. We are transitioning into a...
Justin Braitling
Watermark Funds Management
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