China

For the past 16 years we have produced “The Big Issues” report – a report that has sought to highlight the issues that are expected to influence the economy over the...

We have written on the China “marvel” before and continue to scratch our head on this enigma and the sustainability of it. You have to give them huge credit for what...

The political environment is arguably more important now for investors than it has been for many years. Trump’s presidential victory in the US, the rise of ‘populism’...

Economic news was strong in October, led by US Q3 GDP coming at an annualised rate of 3.0%. Quarterly earnings and sales for S&P 500 companies are beating estimates by...

Given recent headlines and speculation with respect to commodity prices, I thought it worthwhile to outline my views on the near-term picture. Overall, I remain very...

Electricity generation in Europe is undergoing a major transformation. Many investors think that the “new world” (i.e. renewables, batteries and smart grids) is going...

Local market bounced back on positive US and China economic data. The local business capex outlook data was positive but the weak consumer sentiment shows that one has...

As global rates start to rise, Australia may follow in the short-term, but structural issues will prevent the RBA from hiking rates far, explains Chris Watling, CEO of...

The concept of the “Asian Consumer” has captured the attention of many investors. However, talking about the Asian Consumer as a homogenous group is misleading. A...

Last month I wrote about how we are ten years on from the beginning of the credit crisis, but are seeing many of the same signs of hubris that were present then....

The official manufacturing PMI for China came in at 51.4 in July (51.5 expected, 51.7 previous), and the non-manufacturing PMI at 54.5 (54.9 previous). So at a...

In analysing China you often need to dive deeper than the officially reported statistics, often having to look at different ways to ‘triangulate’ different datasets in...