China

The market is expecting US growth to rebound from its temporary hiatus in the March quarter, and for China's growth to slow only modestly this year. If both of those...

2017 has already has been a stellar year for Chinese equities, with the MSCI China Index now +14.5% since January 1st, ranking it as one of the best starts to a...

We’ve all been to one. A dinner party where a mutual friend has tried to bring together some friends with the aim of expanding friendship. Conversation is a little...

Local market was started positive before falling and then making a decent recovery on average China inflation data to finish mainly flat. Tomorrow is the last day of...

We all know how interlinked China and iron ore prices are, but copper also finds its lead from China. Chinese demand accounts for over half of global copper demand so...

The Bureau of Meteorology has moved to an ‘El Niño watch’, which means the likelihood of it this year is around double the average at 50%. Our analysis of past El Niño...

One of the themes I looked at in the latest edition of the Weekly Macro Themes was Chinese fixed asset investment. One aspect of particular interest - especially for...

Like we did last year with lithium and Aussie-domiciled gold producers, we have selected those companies that represent the best risk-adjusted exposures to cobalt,...