China

L1 Capital’s CIO Rafi Lamm and Head of Research Amar Naik recently discussed where they see some of the best opportunities.

Or, why the time for developed market bonds is long past.

We see a disconnect between valuations & financial performance in China, creating intriguing opportunities for disciplined value investors.

The WAM Capital investment team began our journey with a2 Milk, a New Zealand-founded dairy company in June 2015. Our initial investment in the company was at 52 cents...

Think the US share market is the best performer of the last few months? You might be surprised.

A guide to making sense of China's economic data.

Murdoch speaks with Sunny Bangia, Global PM at Blackwattle about US housing, semiconductors, India, Brazil, AI & Memory, ecommerce & China

Fidelity International's Amit Goel hasn't seen an opportunity like this in this region in at least 10 years.

Dr Copper is the one Chief Economist I actually pay attention to when assessing the global economy. Could $4/lb now be too cheap for China?

Lithium remains volatile, but the industry has a concentrated structure of vertically integrated buyers. Sentiment is improving. We ask why?