China

"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...

China is facing widespread droughts, emulating the recent heatwaves and crises experienced across Europe – the threat of these droughts is far reaching for...

It’s worth further reflecting on some of the bigger macro risks that loom ahead. Let’s start with the recent remarks of the CIA Director, William J. Burns, on China...

If there's anyone who knows about investing in the Asian behemoth, it's Ox Capital Chief Investment Officer Dr Joseph Lai. He's been investing, winding, and stock...

The world is opening, but not to calm and stability.  Rather, COVID has left a trail of destruction. And I'm not talking about the health implications. The pandemic...

About a month ago, one of our top geo-political and military advisers—and far and away the most accurate forecaster on all matters China—called to say he had amended...

Amidst news that the US has sensationally relocated one-quarter of its entire strategic B2 stealth bomber fleet to Australia due to the rising risks of war with...

When people think of investing in Australian assets, three things probably spring to mind: sky-high property prices,  generous dividends, and  our inextricable...

Key Points: In this year’s Strategic Asset Allocation (SAA) Review, we modelled four scenarios for the next decade; We have removed the structural allocation to EM...

I’ll let you in on a little secret. While they may not care to admit it, even the most die-hard bottom-up, fundamental investment managers follow and consider macro...

Some of the world’s biggest tech names are domiciled in China, but Skerryvore Asset Management is underweight in the Chinese market - an unusual move in an age where...

By virtue of their stage of economic development, emerging markets can offer investors supercharged growth opportunities. It follows that the greatest number of...

Welcome to Charts and Caffeine - Livewire's pre-market open news and analysis wrap. We'll get you across the overnight session and share our best insights to get you...

China A-Share Valuations: While much of the rest of the world is increasingly entrenched into bear market mode, Chinese equities are looking more and more...

Australia’s been known as the “lucky country” ever since Donald Horne penned a book by the same name back in 1964. According to Horne, Australia would’ve been a...

With concerns around global economic health resulting from rising inflation and interest rates, continuing economic disruption from COVID-19, and Russia’s military...

From containerloads of cars to construction materials and home furnishings, the global supply chain crisis has shown no signs of abating. As recently as January, the...

Last month the Russian government missed a payment on a Eurobond because financial sanctions meant that it was unable to service its debt. Russia managed to evade a...