China

Latest news and analysis on China

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
Expert Insights

Three overlooked opportunities from China's reopening

Amit Goel of Fidelity International explains why investing in a fund with on-the-ground experience really matters.
Hans Lee
Livewire Markets
Equities

“In conversation with Elizabeth Gaines” Non-Executive Director, Global Ambassador & former CEO of FMG

The latest episode of Euroz Hartleys' Finding the Front explores Elizabeth Gaines' background, career and insights.
FMG
Euroz Hartleys Ltd
Euroz Hartleys Ltd
Equities

Why China could be the story of the year

Not every country has the same inflationary concerns and China's reopening still has a way to go, according to Fidelity.
Sara Allen
Livewire Markets
Macro

Charts of the Week - Weather, demand, and demographics affect markets in Europe, Asia, and beyond

Has Europe stockpiled enough natural gas to counter Putin's plans to cripple its industry?
Macrobond Financial
Macrobond Financial
Macro

Reading between the lines of China’s economic growth target

Independent Economist Janu Chan breaks down the big change at the top of the Chinese National People's Congress agenda.
Janu Chan
Bitesized Economics
Macro

Charts of the week: European jobs, inflation and the markets, and entrepreneurial women

This week’s charts visualise different effects of inflation
Macrobond Financial
Macrobond Financial
Macro

TikTok and the Age of Discovery

TikTok has changed the consumer experience forever with a hyper-personalised discovery experience that can beat the US incumbents.
Stew Glynn
TEN13
Macro

History’s largest economic power struggle is about to begin

Former exploration geologist, James Cooper, explains why a US vs China economic showdown is set to push commodity prices to new extremes.
James Cooper
Fat Tail Investment Research
Equities

The sectors set to boom as China reopens

In a tough economic landscape, the reopening of China could be a boost for a range of sectors according to Munro’s Nick Griffin.
Nick Griffin
Munro Partners
Macro

Apollo: The global economy may have "no landing", and that's bad news for your portfolio

Economists love to debate whether the global economy will experience a soft or hard landing. But what about "no landing"?
Hans Lee
Livewire Markets
Macro

Signal or Noise: This is the biggest event of the year for markets

Signal or Noise returns for the 2023 series with a show dedicated to the reopening of the world's second largest economy.
Hans Lee
Livewire Markets
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