China

Citi and Morgan Stanley are both out with their 2023 commodities outlook pieces. I read through all 200+ pages of it so you don't have to.

Plus, could the Chinese economy be Japan-ified? What does that even mean? The TLDR explanation is in today's chart.

Plus, at least one of our panellists believes this sector will be the "energy trade" for next year. Which one? Tune in to find out.

China's recent protests against zero-COVID are the biggest since 1989. But what implications are there for markets?

China has been one of the most discussed topics during our meetings with clients and investors over the past few years. And it’s easy to understand why. The region...

It is still too early to tell if 2022 will end with a bang or a thud in financial markets. But the shared pain across traditional fixed income and equity assets has...

Chinese stocks have had a phenomenal run over the last two weeks. The Hang Seng index is over 22% higher than a low struck in late October. And some of the big...

For more than two years, the world's largest emerging market has been essentially closed off to the world. A myriad of uncertainties around its property market's...

The last time Australia had a full formal meeting with the Chinese President was in 2016. A more hopeful time when we'd signed an extensive free trade agreement only...

Macro narratives are powerful things. They foment fear in bear markets and fuel confidence in bull markets. But narratives also do their best to mask opportunities. ...

Since the adoption of the Paris Agreement in 2016 to combat rising temperatures, global investments in energy transition have risen steadily, reaching $750 billion in...

In watching the coverage of the 20th Party Congress, I can’t help but compare it to other political events around the world. It feels like the complete opposite of a...

I recently sat down with abrdn’s Head of Equities - Asia Pacific, Flavia Cheong, for her insights into what is happening in the Asia-Pacific region. Flavia is in town...

China’s economy is in recession. The nation’s zero COVID-19 policy and property market woes have led to a collapse in growth. China’s authorities no longer even...

On 16 October 2022, the Communist Party of China (CCP) will commence its 20th National Congress. Given China’s global importance, the event will be closely monitored...

The Reserve Bank of New Zealand a year ago became the first advanced central bank to raise interest rates to cool its economy to tackle inflation. So far, the RBNZ has...

There is a whole lot of attention on the upcoming China’s 20th National Party Congress, which is slated to begin October 16. It is the biggest political event on the...

"High Conviction" is bandied about a lot in the investing world. But how does one actually find stocks that fit the bill? For Fidelity’s Anthony Srom, in large part,...

This time next month, the world's second-largest economy will likely undergo its most radical change in half a century. Current President Xi Jinping is likely to...

Key Points: • China’s economy is overly indebted, largely because of the Government's preferred method of delivering stimulus since the Financial Crisis. • This...