China

The Asian listed property trust sector can’t be ignored. From inception in 2001, it is a sector worth around $260 billion today. With growth now twice that of the US...

There is approximately $20 billion of market capitalisation on the ASX with exposure to the demands of the Chinese consumer. John Lake from Paradice Investment...

Chinese steel consumption is the most significant variable in determining the iron ore price. China consumes over half of the world’s iron ore each year. As such, and...

With great growth prospects and a share price increase of 272% over the past 12 months, a2 Milk Company (A2M) shareholders won’t be crying over spilt milk any time...

For many years China has had a single focus of delivering high GDP growth. John Lake from Paradice Investment Management has recently returned from a visit to China...

September 27th, 1983. What comes to mind? What if I include the quote from Bob Hawke? “Any boss who sacks a worker for not turning up today is a bum”. If you are over...

In my AFR column I reflect on Xi Jinping's masterful manipulation of Donald Trump and why a profound change in global hedging costs could radically reduce the returns...

In his latest investment insight, Rob Lovelace, Vice Chairman of Capital Group, explores the profound changes occurring in global trade and key themes investors should...

The prospect of a trade war has become more significant again. While China may fare worse than the US in this scenario, there are some broader implications that could...

JD.com (JD) is often referred to as China’s Amazon. However, JD is online retail shopping with a difference. Firstly, buying behaviour and the online shopping...

This week the "Chart of the Week" is focused on the outlook for China's property market. The Chinese property market is perhaps one of the most important markets in...

With the increase in the American overnight rate and long term bond yields questions are starting to be asked about whether the federal government debt load is...

In January, market commentary was almost universally bullish. Ray Dalio, the billionaire US Hedge Fund Manager told the audience at the World Economic Forum in Davos...

The sky is not falling was the message in September 2017. Our message was that the overall market did not show excessive valuations, which generally is a precursor to...

I spent a lot of time in the 2017 End of Year Special Edition looking back across the year, covering some of my best charts and calls (and some of the worst!). But...