China

Latest news and analysis on China

Asset Allocation

Outlook for global equities, tech, US housing, India & more | Sunny Bangia

Murdoch speaks with Sunny Bangia, Global PM at Blackwattle about US housing, semiconductors, India, Brazil, AI & Memory, ecommerce & China
+9
Murdoch Gatti
York Wealth Management
The Pitch

An opportunity that you could throw a dart at and still do well

Fidelity International's Amit Goel hasn't seen an opportunity like this in this region in at least 10 years.
Ally Selby
Livewire Markets
Investment Theme

Will the copper rally hold?

Dr Copper is the one Chief Economist I actually pay attention to when assessing the global economy. Could $4/lb now be too cheap for China?
BHP
+1
Kingsley Jones
Jevons Global
Investment Theme

Why is sentiment improving in lithium majors?

Lithium remains volatile, but the industry has a concentrated structure of vertically integrated buyers. Sentiment is improving. We ask why?
IGO
+6
Kingsley Jones
Jevons Global
Macro

China just made a historic rate cut - but markets aren't buying

More not less, seems to be the market's message.
Hans Lee
Livewire Markets
The Pitch

Is now the time to invest in China?

While the Chinese economy isn't out of the woods yet, valuations are looking incredibly attractive, according to VanEck Australia.
FMG
Ally Selby
Livewire Markets
Macro

China's property crisis is far from over

It was sometime in mid to late 2021 when Evergrande first hit mainstream headlines. At the time, there were increasing reports that the developer was in financial...
Janu Chan
Bitesized Economics
Investment Theme

Is uranium in a structural bull market?

The uranium price has surged from 2017 lows of $20 USD/lb. to over $100 USD/lb. in Jan-2024. We investigate the reasons for this turnaround.
BHP
BOE
DYL
+6
Kingsley Jones
Jevons Global
Macro

Uncertainty in China Continues

Key Points: • China’s economy has been showing signs of recovery following piecemeal stimulus through 2023. • However, equity markets have yet to respond, with the...
Alex Cathcart
Drummond Capital Partners
Macro

January Podcasts: The state of the stock market

Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information.
Damien Klassen
Nucleus Wealth
Macro

A recession dashboard, Fed peaks and Asian commercial property

This edition of Charts of the Week considers our position at the likely peak of the rate cycle.
Macrobond Financial
Macrobond Financial
Outlook Series

Move over Magnificent Seven!

Why these three global stocks look more attractive in 2024
Andrew Clifford
Platinum Asset Management
Macro

Charts of the Year: 2023’s most popular visualisations, Part II

To kick off the new year, we present you with a second volume of charts looking back at 2023.
Macrobond Financial
Macrobond Financial
Macro

Nov. 2023 Podcasts: Australia-China uneasy partnership, end for value investing

Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information.
Damien Klassen
Nucleus Wealth
Property

Transferring the pain from the levered Chinese property developers to the banks

As China reflated its economy in 2015, we saw a massive five-to-six-year tailwind assisting the property boom. Speculation and strong property prices led to...
David Buckland
Montgomery Investment Management
Equities

The third ASX small cap big buy alert begins

Callum Newman of Fat Tail explains why Aussie small caps should lift out of their worst streak of underperformance in over two decades!
Callum Newman
Fat Tail Investment Research
Commodities

Citi says iron ore price could hit US$140 a tonne by early 2024

Citi says "any dip in iron ore from here through to at least Chinese New Year could represent a buying opportunity."
FMG
Kerry Sun
Livewire Markets
Equities

Why propaganda is my favourite source of alpha

For many, this Cold War is their first rodeo in the propaganda arena. It is a crowd-pleaser, which astute investors can harness for alpha.
ABX
+7
Kingsley Jones
Jevons Global
Rapid Fire

The 6 trends to watch across Asia-Pacific and abrdn’s top stocks for each

abrdn’s Flavia Cheong shares the opportunities she’s most excited about and why Asia looks attractive right now.
CSL
+1
Sara Allen
Livewire Markets
Expert Insights

China’s property crisis (and why there’s still opportunities in the region)

In this Expert Insights, Man GLG's Andrew Swan provides a deep dive on China's property crisis and the select opportunities in the region.
Ally Selby
Livewire Markets
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