China

The surging demand for AI and renewable energy is creating unprecedented pressures and opportunities in the copper market.

Ray David discusses how to navigate the mining cycle with three mining companies with tier one high quality assets.

Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information.

Regulatory and economic fear has gripped Chinese stock markets in recent years but there are signs the very negative sentiment is turning.

“Life moves pretty fast. If you don’t stop and look around once in a while you could miss it” Ferris Bueller’s Day Off Despite being released only a year after this...

L1 Capital’s CIO Rafi Lamm and Head of Research Amar Naik recently discussed where they see some of the best opportunities.

Or, why the time for developed market bonds is long past.

We see a disconnect between valuations & financial performance in China, creating intriguing opportunities for disciplined value investors.

The WAM Capital investment team began our journey with a2 Milk, a New Zealand-founded dairy company in June 2015. Our initial investment in the company was at 52 cents...

Think the US share market is the best performer of the last few months? You might be surprised.

A guide to making sense of China's economic data.

Murdoch speaks with Sunny Bangia, Global PM at Blackwattle about US housing, semiconductors, India, Brazil, AI & Memory, ecommerce & China

Fidelity International's Amit Goel hasn't seen an opportunity like this in this region in at least 10 years.

Dr Copper is the one Chief Economist I actually pay attention to when assessing the global economy. Could $4/lb now be too cheap for China?

Lithium remains volatile, but the industry has a concentrated structure of vertically integrated buyers. Sentiment is improving. We ask why?

More not less, seems to be the market's message.

While the Chinese economy isn't out of the woods yet, valuations are looking incredibly attractive, according to VanEck Australia.

It was sometime in mid to late 2021 when Evergrande first hit mainstream headlines. At the time, there were increasing reports that the developer was in financial...

The uranium price has surged from 2017 lows of $20 USD/lb. to over $100 USD/lb. in Jan-2024. We investigate the reasons for this turnaround.

Key Points: • China’s economy has been showing signs of recovery following piecemeal stimulus through 2023. • However, equity markets have yet to respond, with the...