China

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.

Hedge funds bet on falling Treasuries, Saudi Arabia diversifies, de-dollarisation debated, EU inflation rises, China's retail boom and more.

Some countries have only a minimal probability of recession this year. We explore why and consider some ways to get exposure.

This week’s charts begin with a survey of small-business sentiment in the US

And contrarian value strategies may be rewarded, argues Catherine Yeung.

When it comes to infrastructure in China, it seems that old habits die hard

Simple answer: Myanmar, right? Wrong. It is the United States of America! The walk diverges from the talk for our great and powerful friend.