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Market Wraps
China
Latest news and analysis on China
Equities
October 29, 2020 11:15
China takes the lead
China’s economy grew by 4.9% p.a.in the third quarter compared with a year earlier, accelerating from growth of 3.2% p.a. in the second quarter. The world’s...
Russel Chesler
VanEck
October 29, 2020 11:15
Macro
October 21, 2020 09:19
China's impressive recovery
The pandemic was made in China, but its impact has been significantly greater in Europe and the Americas, both north and south. Despite accounting for nearly 60pc of...
Tom Stevenson
Fidelity International
October 21, 2020 09:19
Fixed Income
September 01, 2020 04:55
Chinese monetary policy: Does ignoring the established norms signal the way to create higher inflation?
While the conduct of monetary policy in China is converging on what are established norms in advanced countries, in many ways it is still quite different. It is these...
Clive Smith
September 01, 2020 04:55
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Macro
August 27, 2020 11:43
China and the US are headed towards a ‘decoupling’
The ‘Line of Actual Control’ is the name for the unformalised border that separates Indian-controlled and Chinese-controlled territory in the disputed area where the...
Michael Collins
Magellan Investment Partners
August 27, 2020 11:43
Rapid Fire
August 27, 2020 09:11
Tech Arms Race: Is China already
winning?
Names like George Soros, Howard Marks and Ashok Jacob are recognisable to most investors. Mary Manning has the unique experience of working inside the investment...
EAI
ELLERSTON ASIAN INVESTMENTS LIMITED
ASX:EAI
Followed by
23
people
EAI
ELLERSTON ASIAN INVESTMENTS LIMITED
ASX:EAI
Followed by
23
people
James Marlay
Livewire Markets
August 27, 2020 09:11
Equities
August 27, 2020 06:51
Welcome to 'In The
Know'
Welcome to Magellan Asset Management's new monthly investment podcast, 'Magellan - In The Know', dropping on the last Tuesday of every month. We will seek to bring you...
Hamish Douglass
Magellan Investment Partners
August 27, 2020 06:51
Macro
August 21, 2020 14:36
New highs for A$ as China gobbles up iron
ore
At last Friday’s parliamentary appearance, RBA Governor Lowe said that the activity restrictions imposed in Victoria in response to the resurgence of Covid-19 cases...
Sean Callow
Westpac Bank
August 21, 2020 14:36
Investment Theme
August 21, 2020 13:24
Time for India to Step Up
In the 1980’s both India and China had approximately the same GDP. However, the rest is history, with China benefiting from developing an expertise in manufacturing...
Mugunthan Siva
India Avenue
August 21, 2020 13:24
Equities
August 17, 2020 08:00
Could Apple be a casualty in the Trump-WeChat tussle?
On Friday, 6th August, President Trump issued two executive orders banning U.S. transactions from WeChat, the Chinese ‘uber’ app owned by Chinese technology giant,...
Adrian Warner
Avenir Capital
August 17, 2020 08:00
Macro
July 31, 2020 09:30
Sprint-start…slowing to a jog
A relaxation of lockdowns and substantial support from policymakers have elicited an impressive and co-ordinated rebound across global economies. But, while this has...
abrdn .
abrdn
July 31, 2020 09:30
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Why young Australians should abandon the ASX
Tom Stelzer,
Livewire Markets
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Chris Conway,
Livewire Markets
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