Chinese economy

Callum Thomas

We all know how interlinked China and iron ore prices are, but copper also finds its lead from China. Chinese demand accounts for over half of global copper demand so as China travels through its business cycle, so does copper. Show More

Callum Thomas

In this video I look at the latest data out of China, which shows an economic rebound gathering steam. I talk through how they got there, what's next, the implications, and risks to the outlook: Show More

Callum Thomas

Remember the old "Li Keqiang Index"? It comprised 3 data series and served as an alternative measure for economic activity vs the dubious official GDP statistics. One of those 3 is pictured below (the others are power consumption and loan growth). As highlighted in the latest edition of the Weekly... Show More


CBA China and Asia Economist, Wei Li takes a look at the outlook for economic growth in China, including home prices, fixed asset investment and exports For more forecasts for the year ahead, visit Show More

Nikko Asset Management Australia

Nikko AM Australia’s commodity analyst, James Eginton, recently participated in a research trip to China to see first-hand how the economic transition is progressing. The transition - perhaps the largest the world will ever see - has significant implications for global growth. A country where economic growth has been built... Show More

Christopher Joye

In The AFR I interrogate Abbott's frankly bizarre decision to not price the currently free taxpayer insurance of over $750 billion of bank deposits, as formally recommended by APRA, the RBA, Treasury and ASIC. I also reflect on the extraordinarily turbulent month of August in which Chinese equities suffered 43%... Show More