China

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

The Goldilocks scenario has enjoyed a big rally this year, blissfully ignorant of the three economic bears returning home

Will Country Garden become the next Evergrande? We find out.

Momentum versus fundamentals. Price versus earnings. Disinflation versus deflation. This week's theme is all about contrasts.

Antipodes Partners' portfolio manager, Vihari Ross, shares her rational and open view to investing and finding high-quality value picks.

This week’s charts begin with a visualisation of “early hikers”

This week’s charts begin with a candlestick that shows how the current foreign-exchange volatility

Key Points: • Commentary around the decline of the United States as the planet’s sole hegemon has intensified in recent years in response to growth in China’s economy...

A raft of economic data last week again confirmed mixed signs for the post zero-covid recovery for China. The headline act was GDP. China’s economy in the second...

This week’s charts begin with a deep dive into Chinese real estate