China

Latest news and analysis on China

No stabilisation in sight as yet

Rudi Filapek-Vandyck
FNArena

LT demographic headwinds for China (Bus Spect): In less than 16 years time, the country's 700 million working-age people need to support roughly the same...

Livewire News
Livewire News
Livewire

Bloomberg reports that eight Chinese companies plan a combined investment of $2.4b in Indonesia to set up nickel...

Gavin Wendt
Gavin Wendt
MineLife

Ari Merenstein, Prince Street: If the China slowdown becomes structural and not a 3-6 month hiccup, it would have large consequences

Livewire News
Livewire News
Livewire

Precious metal investors endured a volatile start to the week, with gold prices briefly breaking below USD $1280oz before turning around sharply

Jordan Eliseo
ABC Bullion

We have redeployed capital in our online service portal theme into 51Job Inc

PM Capital
PM Capital

The K2 International team recently put a note together for distribution through the ASX website discussing the merits of investing in Emerging markets and...

Mark Newman
Mark Newman
K2 Asset Management

Drivers behind the coking coal price fall - via Macquarie: China's seaborne met coal imports were just 3.2mt in March, the lowest level since October 2012 on a...

Livewire Equities
Livewire Equities
Livewire

Odey Asset Management's big worry this year is undoubtedly China: capital stock is falling as capex continues to increase, therefore current investment is...

Crispin Odey
Crispin Odey
Odey Asset Management

How should Australian investors approach gyrations in major offshore financial markets and economies

Livewire Exclusive
Livewire Markets

While the growth contraction in China appears to be moderating the economy is not at the end of this process

Livewire News
Livewire News
Livewire

RBA board member, John Edwards, has given three reasons why he believes the currency remains at elevated levels

James Marlay
Livewire Markets

China's ability to reduce dependence on foreign iron ore is declining, as its own ore has fallen in grade from 31% to 21 over last 10...

Gavin Wendt
Gavin Wendt
MineLife

Ralton Asset Management: The risk of Chinese policy mistakes is rising

Livewire Exclusive
Livewire Markets

The International Monetary Fund analysed future Chinese demand for metals as its economy rebalances in its latest World Economic Outlook

John Robertson
John Robertson
PortfolioDirect

Steven Roach former Chief Economist of Morgan Stanley believes the relationship between China and America is at a critical turning point

Livewire News
Livewire News
Livewire

The Chinese markets rallied with strength yesterday after an agreement was reached between the Chinese and Hong Kong regulators to allow greater freedom...

Chris Weston
Chris Weston
Pepperstone

Rhett Kessler, Senior Fund Manager at Pengana Capital says one thing keeps him up at night - inflation

Livewire Exclusive
Livewire Markets

Dairy demand is not just an Australian thing

Livewire News
Livewire News
Livewire

There is still no Chinese growth momentum

John Robertson
John Robertson
PortfolioDirect
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