China

Latest news and analysis on China

Equities

Regulating the AI revolution: What investors need to know

Competition with China and consumer safety are key themes.
T. Rowe Price
T. Rowe Price
Macro

No quick fix for the Chinese economy

China is dealing with a property market overhang.
Kieran Davies
Coolabah Capital
Macro

Scary Septembers for stocks, money supply and world inflation

As we move into the Northern Hemisphere autumn, this week’s charts begin with a visualisation of stocks in September
Macrobond Financial
Macrobond Financial
Livewire Live

Three stocks Jacob Mitchell is backing for the next five years

Ahead of his appearance at Livewire Live on 12 September, Antipodes Partners' Jacob Mitchell answers a handful of burning questions.
+3
Sara Allen
Livewire Markets
Commodities

3 reasons why we are bearish on iron ore

China accounts for over 50% of global iron ore demand, with 55% of Chinese iron ore demand coming from the construction sector
Chris Watling
Longview Economics
The Rules of Investing

3 reasons why the US economy has achieved a miraculous "soft landing"

KKR's Frances Lim tells us why she's bullish amid today's volatility, and where she sees the best value
The Rules of Investing
Livewire Markets
Commodities

Have the bears finally got it right on China?

Former exploration geologist James Cooper challenges the one way traffic on bearish China sentiment and offers a different view
BHP
James Cooper
Fat Tail Investment Research
Macro

China's economy is a house on fire, and this time it can't build its way out of the mess

What's going on in the middle kingdom alongside its troubled property sector?
David Thornton
Livewire Markets
Education

ASX iron ore stocks in structural decline?

Does China's slumping economy spell trouble for ASX iron ore miners?
BHP
FMG
RIO
Kiryll Prakapenka
Fat Tail Investment Research
Macro

Capital cities, British purchasing power and dwindling US savings

This week’s charts begin with a visualisation of how countries dominated by their capital city
Macrobond Financial
Macrobond Financial
Equities

Is the “Goldilocks” scenario about to be mauled by the 3 economic bears?

The Goldilocks scenario has enjoyed a big rally this year, blissfully ignorant of the three economic bears returning home
+1
Mark Gardner
MPC Markets
Macro

What's going on in China's property market and what does it mean for your money?

Will Country Garden become the next Evergrande? We find out.
BHP
FMG
+1
Hans Lee
Livewire Markets
Education

Momentum vs fundamentals

Momentum versus fundamentals. Price versus earnings. Disinflation versus deflation. This week's theme is all about contrasts.
Kiryll Prakapenka
Fat Tail Investment Research
Rapid Fire

The 'Moneyball' approach to picking stocks and 8 that make the team

Antipodes Partners' portfolio manager, Vihari Ross, shares her rational and open view to investing and finding high-quality value picks.
+3
Sara Allen
Livewire Markets
Macro

Early hikers, NFP revisions and aggressive asset allocation

This week’s charts begin with a visualisation of “early hikers”
Macrobond Financial
Macrobond Financial
Macro

Commodity correlation, currency effects, Bitcoin rallies and the Fed

This week’s charts begin with a candlestick that shows how the current foreign-exchange volatility
Macrobond Financial
Macrobond Financial
Asset Allocation

Death of the Dollar?

Key Points: • Commentary around the decline of the United States as the planet’s sole hegemon has intensified in recent years in response to growth in China’s economy...
Alex Cathcart
Drummond Capital Partners
Macro

Where is China’s stimulus?

A raft of economic data last week again confirmed mixed signs for the post zero-covid recovery for China. The headline act was GDP. China’s economy in the second...
Janu Chan
Bitesized Economics
Macro

Chinese home prices, US inflation, and corruption perceptions

This week’s charts begin with a deep dive into Chinese real estate
Macrobond Financial
Macrobond Financial
Macro

China deflation, US stock market performance and falling energy prices in the Middle East

In this week's charts we take a fresh look at July US stock market performance
Macrobond Financial
Macrobond Financial
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