China

Latest news and analysis on China

Macro

January Podcasts: The state of the stock market

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

A recession dashboard, Fed peaks and Asian commercial property

This edition of Charts of the Week considers our position at the likely peak of the rate cycle.
Macrobond Financial
Macrobond Financial
Outlook Series

Move over Magnificent Seven!

Why these three global stocks look more attractive in 2024
Andrew Clifford
Platinum Asset Management
Macro

Charts of the Year: 2023’s most popular visualisations, Part II

To kick off the new year, we present you with a second volume of charts looking back at 2023.
Macrobond Financial
Macrobond Financial
Macro

Nov. 2023 Podcasts: Australia-China uneasy partnership, end for value investing

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

Transferring the pain from the levered Chinese property developers to the banks

As China reflated its economy in 2015, we saw a massive five-to-six-year tailwind assisting the property boom. Speculation and strong property prices led to...
David Buckland
Montgomery Investment Management
Equities

The third ASX small cap big buy alert begins

Callum Newman of Fat Tail explains why Aussie small caps should lift out of their worst streak of underperformance in over two decades!
Callum Newman
Fat Tail Investment Research
Commodities

Citi says iron ore price could hit US$140 a tonne by early 2024

Citi says "any dip in iron ore from here through to at least Chinese New Year could represent a buying opportunity."
FMG
Kerry Sun
Livewire Markets
Equities

Why propaganda is my favourite source of alpha

For many, this Cold War is their first rodeo in the propaganda arena. It is a crowd-pleaser, which astute investors can harness for alpha.
ABX
+7
Kingsley Jones
Jevons Global
Rapid Fire

The 6 trends to watch across Asia-Pacific and abrdn’s top stocks for each

abrdn’s Flavia Cheong shares the opportunities she’s most excited about and why Asia looks attractive right now.
CSL
+1
Sara Allen
Livewire Markets
Expert Insights

China’s property crisis (and why there’s still opportunities in the region)

In this Expert Insights, Man GLG's Andrew Swan provides a deep dive on China's property crisis and the select opportunities in the region.
Ally Selby
Livewire Markets
Expert Insights

This is China's economic reckoning

There's a real risk that China is heading down the same path as Japan did in its "lost decade". This expert says there's one way to stop it.
Ally Selby
Livewire Markets
Macro

Daily data on China, UK borrowing plans and record bond short bets

This week’s charts begin with a look at a daily time series for the Chinese economy
Macrobond Financial
Macrobond Financial
Macro

China's economic crossroads: Can growth be revived?

Does China’s recent economic weakness bely a broken economic model?
Macrobond Financial
Macrobond Financial
Macro

Yuan is weighed down by monetary divergence – but supported by the current account

Charting the factors that influence the yuan/dollar exchange rate.
Macrobond Financial
Macrobond Financial
Commodities

Which critical mineral will China ban next?

I previously warned Livewire readers that China was about to increase pressure on critical metal exports... It has now played its hand.
James Cooper
Fat Tail Investment Research
Investment Theme

A contrarian investment idea in a challenged economy

The Fed might not be the most important game in town for the global financial markets these days. The AI revolution and coming U.S. elections will stay in the...
Scott Helfstein
Global X ETFs
Equities

How to screw a promising industry

The Azure Minerals takeover by SQM looks to be perfect match in terms of prospect, capital, expertise and offtake. Why did I sell on market?
+2
Kingsley Jones
Jevons Global
Macro

Global inflation, air freight, trade trends and the shekel

This week’s charts include three inflation visualisations that span the globe.
Macrobond Financial
Macrobond Financial
Macro

Is China's economy turning around?

There has been no shortage of commentary highlighting the economic challenges that China has been facing. A property sector in crisis. A disappointing recovery after...
Janu Chan
Bitesized Economics
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