China

A trip to China can yield many outcomes for an investor. The sheer land mass and multitude of micro economies can make it difficult to ascertain whether a Hebei steel...

There is one main reason I think trade tensions can’t be ignored in 2020 and that is because the media won’t let us. But issues that grab the headlines don’t always...

The recent optimism pervading the global macroeconomic backdrop over the last month suffered some harsh reality last week as the landscape continued to provide...

The Aussie dollar was already having a difficult week before sliding below 68 cents as Australia reported a fall in employment in October. The Aussie is the softest...

It’s often said that’s its darkest before the dawn and that certainly applies to markets. Only a few weeks ago bond yields were hitting record lows and the equity...

In the last two decades, Asia has become a powerhouse of global growth, contributing more than half of global GDP. Demographics, improved education and digitalisation...

The Asian middle class is set to explode in the coming decade, and Australia is set to benefit in more ways than one. Australian investors, in particular, have a...

France-based LVMH, which sells fashion, alcohol, watches, jewellery and cosmetics, is the world’s leading personal-luxury-goods company. In its 2018 annual report, the...

Part of my investment thesis on China is that the underlying structural issues have been laid bare by the trade war. Regardless of any face-saving deal, the problems...

Multi-national consumer brands have benefited from the rise of the Chinese middle class. That benefit has come with minimal effort as the growing number of wealthy...