China

If you are truly concerned about a China-Taiwan conflict, some exposure to TSMC should not be your most pressing concern.

Themes preoccupy the investment industry. Inflation and rising interest rates have dominated industry thinking over the past two years and continue to remain front of...

This week’s charts begin with an examination of why the Federal Reserve’s latest move is being dubbed a “hawkish pause.”

Why China’s re-opening has proven to be more fizzle than fireworks.

An analysis of UN Comtrade data shows that the major destinations for finished product by value are China, Vietnam and Japan, in that order.

Look beyond the convenient headlines, and you might find the contrarian opportunity of a lifetime.

If you want to find less crowded opportunities in structural change, Westpac Private Bank's George Toubia says you'll need to dig deeper.

Crises in the Chinese property and shadow banking sector may have commentators concerned with good reason.

This week’s charts begin with futures markets’ take on ECB interest rates

A shock to Chinese demand would mainly be borne by lower incomes, with a lower AUD a critical shock absorber.

Competition with China and consumer safety are key themes.

China is dealing with a property market overhang.

As we move into the Northern Hemisphere autumn, this week’s charts begin with a visualisation of stocks in September

Ahead of his appearance at Livewire Live on 12 September, Antipodes Partners' Jacob Mitchell answers a handful of burning questions.

China accounts for over 50% of global iron ore demand, with 55% of Chinese iron ore demand coming from the construction sector

KKR's Frances Lim tells us why she's bullish amid today's volatility, and where she sees the best value

Former exploration geologist James Cooper challenges the one way traffic on bearish China sentiment and offers a different view

What's going on in the middle kingdom alongside its troubled property sector?

Does China's slumping economy spell trouble for ASX iron ore miners?

This week’s charts begin with a visualisation of how countries dominated by their capital city