China

The Fed might not be the most important game in town for the global financial markets these days. The AI revolution and coming U.S. elections will stay in the...

The Azure Minerals takeover by SQM looks to be perfect match in terms of prospect, capital, expertise and offtake. Why did I sell on market?

This week’s charts include three inflation visualisations that span the globe.

There has been no shortage of commentary highlighting the economic challenges that China has been facing. A property sector in crisis. A disappointing recovery after...

If you are truly concerned about a China-Taiwan conflict, some exposure to TSMC should not be your most pressing concern.

Themes preoccupy the investment industry. Inflation and rising interest rates have dominated industry thinking over the past two years and continue to remain front of...

This week’s charts begin with an examination of why the Federal Reserve’s latest move is being dubbed a “hawkish pause.”

Why China’s re-opening has proven to be more fizzle than fireworks.

An analysis of UN Comtrade data shows that the major destinations for finished product by value are China, Vietnam and Japan, in that order.

Look beyond the convenient headlines, and you might find the contrarian opportunity of a lifetime.