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Market Wraps
China
Latest news and analysis on China
Equities
May 20, 2022 11:25
Is China
uninvestable?
A lot of people are currently debating whether China is indeed uninvestable. At Fidelity, we continue to believe that as an asset class, Chinese equities remains very,...
Catherine Yeung
May 20, 2022 11:25
Asset Allocation
May 02, 2022 11:10
Russia is uninvestable, China is not: JP Morgan Asset Management
Uninvestable is a brutal description reserved for extreme situations. Chinese equities is not one of them, says Kerry Craig of JP Morgan Asset Management, who joined...
Hans Lee
Livewire Markets
May 02, 2022 11:10
Equities
April 26, 2022 09:21
Can the Asian tech tigers roar back?
Volatility is nothing new for Asian markets but recent comments from the Chinese government and listed-market buying have led to renewed optimism. In this wire, we...
Blair Modica
Betashares
April 26, 2022 09:21
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Macro
April 23, 2022 04:22
China preparing for war with Australia
The spectre of Chinese nuclear submarines, destroyers, fighters, and bombers based in the Solomon Islands, merely 1,752 kilometres from Australia’s mainland – and...
Christopher Joye
Coolabah Capital
April 23, 2022 04:22
Equities
April 12, 2022 07:30
Are Alibaba shares oversold?
Investors have seen damaging headline after headline of COVID-related, regulatory or supply chain-related issues coming from China. It seems like every day or week...
Chris Demasi
Montaka Global Investments
April 12, 2022 07:30
Macro
April 04, 2022 04:36
Much more defence spending required to properly protect Australia
In the AFR I write that unable to control Australia after decades of unprecedented espionage and propaganda, and having had scant success forcing us to bend the knee...
Christopher Joye
Coolabah Capital
April 04, 2022 04:36
Macro
March 27, 2022 10:52
Our nation is not yet secure
In the AFR I write that it’s curiously un-Australian to be woefully unprepared for a fight. But that is the situation we find ourselves in. And it is the crisis that...
Christopher Joye
Coolabah Capital
March 27, 2022 10:52
Equities
March 21, 2022 06:28
Weekly S&P500 ChartStorm - 20 March 2022
The Weekly S&P500 ChartStorm is a selection of 10 charts which I hand pick from around the web and post on Twitter. The purpose of this post is to add extra color and...
Callum Thomas
Topdown Charts
March 21, 2022 06:28
Macro
March 16, 2022 07:18
Risk of huge US$150 billion Russian debt default with consequences for investments in China...
Russia is near to defaulting on up to US$150 billion of foreign currency debt writes Christopher Joye. If China consents to provide military aid to Russia it would...
Christopher Joye
Coolabah Capital
March 16, 2022 07:18
Equities
March 07, 2022 09:21
Ready to capitalise on the world's second-largest economy?
China is undergoing a fundamental structural shift. It is moving away from an economy reliant upon low value manufacturing-based exports towards high value...
Christopher Ching
MA Financial Group
March 07, 2022 09:21
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