China

Latest news and analysis on China

Investment Theme

Where the investment signals lie amid a plethora of noise

There may be significant uncertainty around the political framework but structural investment opportunities still abound.
Bennelong Funds Management
Fund Manager
Equities

Surprise China policy change boosts ASX aluminium and copper stocks

China announced Friday it would remove a key tax rebate on aluminium and copper exports, potentially reshaping markets for these metals
BHP
RIO
S32
Carl Capolingua
Livewire Markets
The Pitch

3 themes (and 5 stocks) for long term growth and diversification

Antipodes’ John Stavliotis believes China offers investors a range of benefits and he uses three buckets for exposure.
Sara Allen
Livewire Markets
Macro

'Never bet against America' - Buffett's golden rule faces its greatest test

Warren Buffett... The icon of American capitalism; is now well into his twilight years. Can the same be said for the American economy?
James Cooper
Fat Tail Investment Research
Equities

Why China just changed the flow of global investment capital

This interview with China expert Louis-Vincent Gave explains why…
Greg Canavan
Fat Tail Investment Research
Weekend Report

Trending On Livewire: Weekend Edition - Saturday 12th October

Aussie market rebounds, nearing all-time highs, with focus on China's upcoming $425B stimulus to boost the economy and commodities.
Livewire Exclusive
Livewire Markets
Education

Why investors are reconsidering the 'anything but China' trade

Tom Richardson, from Paradice Investment Management shares his views on Aussie small caps and China's recently announced stimulus package
Future Generation
Future Generation
Education

How are my Crazy-Eight A-Shares doing?

Buy when there is blood in the streets and the newspaper editors are on the jungle juice.
Kingsley Jones
Jevons Global
Macro

China: Is this the “whatever it takes” moment?

China's recent stimulus measures, including monetary easing and a massive fiscal pledge, have sparked a sharp rally in equities, particularly in real estate and...
Seema Shah
Principal Asset Management
Macro

China stimulus – A bazooka or just another sugar hit?

Authorities in China have finally delivered on stimulus after months of uncertainty. Just what should we make of it?
Janu Chan
Bitesized Economics
Equities

If the China rally has more to run, Macquarie says these 5 ASX stocks have the most upside

In a battle for the most important market theme of the day, Macquarie thinks central banks may trump China's stimulus schemes. For now.
S32
STO
+2
Hans Lee
Livewire Markets
Equities

China's new stimulus package: finally, the turning point?

Measures announced last week are the most comprehensive stimulus policy actions undertaken in recent years in terms of scale and urgency.
John Stavliotis
Antipodes
Macro

China’s policy measures: a pivotal week?

China’s policymakers have announced a significant package of easing measures designed to lift China from a state of entrenched economic weakness. Comprehensive...
Seema Shah
Principal Asset Management
Weekend Report

Trending On Livewire: Weekend Edition - Saturday 28th September

Markets shift as China sparks mining surge. ASX 200 hits new high amid sector rotation. Key economic data looms next week.
WES
+1
Livewire Exclusive
Livewire Markets
Equities

Have ASX iron ore stocks found their floor?

Iron ore prices may have finally found some stability moving forward.
FMG
Tom Hays
Tyndall AM
Equities

These ASX resources stocks stand to benefit the most as China stimulus boosts iron ore price

China stimulus measures explained, as well as their likely impact on iron ore prices and the stocks a major broker is buying as a result.
29M
BHP
FMG
+5
Carl Capolingua
Livewire Markets
Commodities

The Chinese iron ore cost of production

One of the great mysteries of Chinese iron ore production is the grade. We show that it is around 15%, meaning around four times higher cost
BHP
+5
Kingsley Jones
Jevons Global
Commodities

Iron ore stumbles... China bears return!

Media is out in force, looking to make its king hit on China’s economy; have they finally got it right? James Cooper doesn’t believe so.
BHP
FMG
RIO
James Cooper
Fat Tail Investment Research
The Pitch

Are these stocks the ultimate "deep value" opportunity?

It's been written off by a lot of investors, but China may present a fantastic opportunity hiding in plain sight.
Hans Lee
Livewire Markets
The Pitch

Are China’s best days behind us?

It’s not all bad news despite a lacklustre post-covid recovery and challenges in property.
Sara Allen
Livewire Markets
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