China

Last year brought fiscal stimulus to the world's economy at a scale never seen before. In Australia alone, the government spent $257 billion in direct economic...

The A2 Milk share price has seen one-way traffic since its full-year result in August last year, down 75% before basing out in May. Whenever we see a great brand...

Producers in both China and the US are facing higher costs, prompting growing concerns that inflation could threaten the global economy – but China isn’t waiting to...

The Hong Kong exchange (Hang Seng) is the third largest in the world by market cap, which stands at a whopping US$6.76 trillion. This is behind only the New York...

In the first part of this series, we heard from Mary Manning, portfolio manager, Ellerston Capital, Stephen Kam, Investment Director, Asia ex-Japan equities,...

I’m a few days late in tipping my hat to Bob Dylan’s 80th. But he has a line to suit most occasions and this week it’s Ballad of a Thin Man’s ‘something is happening...

Investing in China is an appealing concept - what's not to like? From Shenzhen to Shanghai, there's a veritable goldmine of stocks to choose from, a burgeoning middle...

The world is changing. The largest market of consumers for the last 30 years is being replaced. Unfortunately, many portfolios do not reflect this change. By 2024,...

It may seem like a distant memory now, but for much of 2018 and 2019, global markets were periodically shocked by the unorthodox diplomatic moves of then-President...

The investment case for China has become more challenging over the past few months. We can point to three reasons for this. First, having led the world into COVID and...