China

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.

There's a real risk that China is heading down the same path as Japan did in its "lost decade". This expert says there's one way to stop it.

This week’s charts begin with a look at a daily time series for the Chinese economy

Does China’s recent economic weakness bely a broken economic model?

Charting the factors that influence the yuan/dollar exchange rate.

I previously warned Livewire readers that China was about to increase pressure on critical metal exports... It has now played its hand.

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.

If you want to find less crowded opportunities in structural change, Westpac Private Bank's George Toubia says you'll need to dig deeper.

Crises in the Chinese property and shadow banking sector may have commentators concerned with good reason.

This week’s charts begin with futures markets’ take on ECB interest rates

A shock to Chinese demand would mainly be borne by lower incomes, with a lower AUD a critical shock absorber.