China

Latest news and analysis on China

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
Equities

On Our Wavelength: China’s reopening presents opportunities for investors

In this podcast, we explore the ASX opportunities for investors as the biggest contributor to global economic output opens its doors.
BHP
RIO
+1
Raaz Bhuyan
WaveStone Capital
Macro

China: Open for business again

Will China's shift to market-friendly policy fuel a sustained recovery? BetaShares' Cameron Gleeson considers China's outlook and the risks.
Cameron Gleeson
Betashares
Equities

These five global share funds blitzed the market in 2022

In a year where the market was down over 17%, these five global equity funds finished in the black.
David Thornton
Livewire Markets
Investment Theme

How Australian investors can profit from China's reopening

The world's second largest economy is coming out of COVID-19 - and how it unfolds will have big consequences for every investor.
Hans Lee
Livewire Markets
Outlook Series

Why China will help your portfolio in 2023

Fresh from a visit to Hong Kong, Oreana's CIO shares his experience and lessons on investing in the tiger economy.
Isaac Poole
Ascalon Capital
Investment Theme

2023 Outlooks from 31 local and global investment firms all in the one spot

Find out how some of the biggest investment firms are preparing for the year ahead via their outlook statements
Ye-Qun Feng
Livewire Markets
Equities

2023 Outlook

As we look ahead to 2023, it can be said with a reasonable degree of confidence based off the experience of the last few years that ‘uncertainty is the only certainty’.
ALX
CSL
Tim Montague-Jones
ASR Wealth Advisers
Equities

Three stocks to watch for China's reopening

China’s road to reopening is front of mind for investors as we go into 2023. But will it also be the best news story of the new year for markets?
Alice Shen
VanEck
Macro

How the US is onshoring production to avoid China weaponising key imports

Big moves are underway to onshore production of the essential building blocks of the US economy. This follows concern that dependence on key imports from China could...
Tim Richardson
Tim Richardson
Pengana Capital Group.
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