China

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

In this week's charts we take a fresh look at July US stock market performance

This week’s charts begin with a dashboard breaking down the much tighter labour markets of the OECD

Chinese households avoid borrowing, Fed dot plot tightens, UK inflation crunch, OECD producer prices fall while CPI lags and more.

Key Points: • After an initial boost tied to its abandonment of zero-Covid, China’s equity market has again underperformed developed markets due to a lacklustre...

The EV battery manufacturer working with Ford & Tesla, one of the world's largest air-conditioning manufacturers, and a Macau gaming giant.

Commodities are beginning to rebound as China shifts to stimulus mode to support its faltering economy.

This week’s charts begin by breaking down trends in US bank lending as concerns about a credit crunch persist.

This wire discusses why we believe that investors who see through negativity around commodity prices will be rewarded in the long-term.

Our visualisations explore different roles of the global reserve currency.

Railroads are essential, especially in Australia which is driven by the export of commodities and mined in remote parts of the country.

This week’s charts start with three visualisations focused on equities.