China

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...

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....

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...

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...

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

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...

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...

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...

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...

From my initial visits to China in the early part of last decade, one element which stood out was the sheer scale of the industrial economy and the implications which...

Once upon a time it was said that all roads lead to Rome but today it’s probably more suitable to say they lead to China, both figuratively and literally. The last...

Hard landing? Not even close. China's GDP growth is stabilising. The country is riding on the dual trends of a growing tech and consumer culture. From almost nowhere,...

Chinese stocks are now trading below the level they were in 2015 when they caused major global uncertainty and a massive uptick in volatility after they lost 30% in a...

In late May, people in Europe were blocked from US news sites such as the Los Angeles Times. Others couldn’t turn on connected lights with mobiles unless they agreed...

Catherine Yeung, Investment Director at Fidelity International, comments that clients often ask her what’s happening on the ground in China and whether the journey is...

China might seem like an unlikely candidate for innovation as it is traditionally better known for contract or original equipment manufacturing. However, with its...

Gold prices have steadied in the last few trading days, after correcting over the last month in the face of a rallying USD, and a sharp unwind in speculative...