China

With the outcry over unfair competition and unethical behaviour growing louder, how much longer can the big US technology companies escape regulation? 2020 was another...

Japan’s Kioxia Holdings, which in the early 1980s invented flash memory computer chips, was set for one of the country’s biggest initial public offers for 2020. In...

A Quick Note: Enclosed is a brief excerpt from my AFR column this weekend (click on that link to read it). For some reason, quite a few people have contacted me saying...

In 2000 I was a student at Harvard Business School and got the opportunity to do an internship at a venture capital fund in Beijing. On my first day, I woke up early...

In the month of November, Australian dwelling values (ie, houses and apartments) climbed a solid 0.8% across all metro and non-metro markets according to CoreLogic's...

Investing in Chinese debt used to be easy. Chinese bonds and loans almost never defaulted and when they did there was almost always a government bailout. Recent years...

In this investment webinar, we discuss the history Australian-Chinese relations, China using this as a foundation for creeping influence into Australia, and the...

The quote “History doesn’t repeat itself but it does rhyme” has been attributed to Mark Twain.The rhymes between today’s equity markets and the markets back in 1999...

Technology is the standout stock sector for the Credit Suisse multi-asset team, which favours the category despite its overarching neutral view on equities, says CIO...

Although still subject to some legal disputation, markets so far have confidently concluded that Democrat Joe Biden will be the next US President. This note assesses...