China

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

In a battle for the most important market theme of the day, Macquarie thinks central banks may trump China's stimulus schemes. For now.

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

China’s policymakers have announced a significant package of easing measures designed to lift China from a state of entrenched economic weakness. Comprehensive...

Markets shift as China sparks mining surge. ASX 200 hits new high amid sector rotation. Key economic data looms next week.

Iron ore prices may have finally found some stability moving forward.

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.

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

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.

It's been written off by a lot of investors, but China may present a fantastic opportunity hiding in plain sight.

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

The surging demand for AI and renewable energy is creating unprecedented pressures and opportunities in the copper market.

Ray David discusses how to navigate the mining cycle with three mining companies with tier one high quality assets.

Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information.

Regulatory and economic fear has gripped Chinese stock markets in recent years but there are signs the very negative sentiment is turning.

“Life moves pretty fast. If you don’t stop and look around once in a while you could miss it” Ferris Bueller’s Day Off Despite being released only a year after this...

L1 Capital’s CIO Rafi Lamm and Head of Research Amar Naik recently discussed where they see some of the best opportunities.

Or, why the time for developed market bonds is long past.

We see a disconnect between valuations & financial performance in China, creating intriguing opportunities for disciplined value investors.

The WAM Capital investment team began our journey with a2 Milk, a New Zealand-founded dairy company in June 2015. Our initial investment in the company was at 52 cents...