China

Incitec Pivot was one of the Firetrail Absolute Return Fund’s top performers in the September quarter. We remain confident in the near-term prospects for its...

Setting up a new fund is a time of joy and nervous anticipation. There's deciding on a new name, hiring talented investors and putting your own capital into the fund,...

We have so far looked into the reasons driving a recent sell-off in Chinese tech, as well as what the future holds for the sector. Many stocks remain at heavy...

When we last detailed our outlook for the Australian dollar (AUD), in mid-September, we re-identified the fundamentals of our domestic currency’s worth using a...

Value investors, including Charlie Munger, have been snapping up cheap shares in China in recent months. So is now the time to be greedy as fear levels rise? Angus...

Recent regulatory crackdowns in the Chinese market have triggered selloffs across many of their largest tech names. BAT stocks (Baidu, Alibaba, Tencent) alongside the...

While the Evergrande episode continued, Fantasia, a Chinese property developer, missed its $205 million bond repayment on 4 October. The latter is making the headline...

When macro maestro Ray Dalio speaks, investors listen. (True, they don't always agree. But they listen.) Especially when the world can't seem to decide what sort of...

Emerging markets have been in the news with concern about the contagion impact of the potential failure of Chinese property developer Evergrande. This crisis...

Reports on the financial strains at the property developer China Evergrande Group have been unnerving global markets, drawing comparisons to a level of systemic risk...