China

Latest news and analysis on China

Macro

China deflation, US stock market performance and falling energy prices in the Middle East

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

Europe’s labour snap-back, gold and the US manufacturing boom

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

Charts of the week: China’s weak borrowing, central bank challenges, natural disasters

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

Waiting for stimulus

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...
Alex Cathcart
Drummond Capital Partners
Equities

3 Chinese stocks to watch amid the rocky recovery

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

China steps up stimulus: BHP, Rio Tinto and Fortescue near 2-month highs

Commodities are beginning to rebound as China shifts to stimulus mode to support its faltering economy.
BHP
+3
Kerry Sun
Livewire Markets
Macro

Charts of the Week - Bank stress, US drought and China’s shoppers

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

5 prevailing tailwinds supporting commodities

This wire discusses why we believe that investors who see through negativity around commodity prices will be rewarded in the long-term.
+2
Matthew Langsford
Terra Capital
Macro

De-dollarisation: the yuan’s use grows, but the greenback’s global role is proving to be stubborn

Our visualisations explore different roles of the global reserve currency.
Macrobond Financial
Macrobond Financial
Equities

Railways are the conveyor belt for Australia’s export driven economy

Railroads are essential, especially in Australia which is driven by the export of commodities and mined in remote parts of the country.
Tim Montague-Jones
ASR Wealth Advisers
Macro

Stock scenarios and considering the peak Fed rate

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

Hedge fund bets, Saudi diversification, and the global dollar debate

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

The new recession-proof economies (and how to invest in them)

Some countries have only a minimal probability of recession this year. We explore why and consider some ways to get exposure.
BHP
+9
Sara Allen
Livewire Markets
Macro

Credit crunch fears, a rebound in China, and housing expenses ease

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

Fidelity: The next rally in Chinese equities will be "alpha driven"

And contrarian value strategies may be rewarded, argues Catherine Yeung.
Hans Lee
Livewire Markets
Macro

China's Infrastructure Push

When it comes to infrastructure in China, it seems that old habits die hard
Janu Chan
Bitesized Economics
Investment Theme

Which country is the largest exporter of unseparated rare earth concentrates to China?

Simple answer: Myanmar, right? Wrong. It is the United States of America! The walk diverges from the talk for our great and powerful friend.
+1
Kingsley Jones
Jevons Global
Expert Insights

How Australian investors can capitalise on the world's largest consumer base

With 1.4 billion residents, China's growing middle class is a hot topic in global investing. But there is an important caveat.
Hans Lee
Livewire Markets
Expert Insights

Has China become "unavoidable" after being once labelled "uninvestable"?

JPMorgan's Gabriela Santos thinks so. But Catherine Yeung at Fidelity International goes one step further.
Hans Lee
Livewire Markets
Macro

Why you should still be optimistic on China’s re-opening

When China first began to back down from its zero covid policy, there was a lot of skepticism. Whether it was doubt about whether the country could handle the huge...
Janu Chan
Bitesized Economics
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