China

Latest news and analysis on China

Commodities

5 prevailing tailwinds supporting commodities

This wire discusses why we believe that investors who see through negativity around commodity prices will be rewarded in the long-term.
+2
Matthew Langsford
Terra Capital
Macro

De-dollarisation: the yuan’s use grows, but the greenback’s global role is proving to be stubborn

Our visualisations explore different roles of the global reserve currency.
Macrobond Financial
Equities

Railways are the conveyor belt for Australia’s export driven economy

Railroads are essential, especially in Australia which is driven by the export of commodities and mined in remote parts of the country.
Tim Montague-Jones
ASR Wealth Advisers
Macro

Stock scenarios and considering the peak Fed rate

This week’s charts start with three visualisations focused on equities.
Macrobond Financial
Macro

Hedge fund bets, Saudi diversification, and the global dollar debate

Hedge funds bet on falling Treasuries, Saudi Arabia diversifies, de-dollarisation debated, EU inflation rises, China's retail boom and more.
Macrobond Financial
Macro

The new recession-proof economies (and how to invest in them)

Some countries have only a minimal probability of recession this year. We explore why and consider some ways to get exposure.
BHP
+9
Sara Allen
Livewire Markets
Macro

Credit crunch fears, a rebound in China, and housing expenses ease

This week’s charts begin with a survey of small-business sentiment in the US
Macrobond Financial
Expert Insights

Fidelity: The next rally in Chinese equities will be "alpha driven"

And contrarian value strategies may be rewarded, argues Catherine Yeung.
Hans Lee
Livewire Markets
Macro

China's Infrastructure Push

When it comes to infrastructure in China, it seems that old habits die hard
Janu Chan
Bitesized Economics
Investment Theme

Which country is the largest exporter of unseparated rare earth concentrates to China?

Simple answer: Myanmar, right? Wrong. It is the United States of America! The walk diverges from the talk for our great and powerful friend.
+1
Kingsley Jones
Jevons Global
Expert Insights

How Australian investors can capitalise on the world's largest consumer base

With 1.4 billion residents, China's growing middle class is a hot topic in global investing. But there is an important caveat.
Hans Lee
Livewire Markets
Expert Insights

Has China become "unavoidable" after being once labelled "uninvestable"?

JPMorgan's Gabriela Santos thinks so. But Catherine Yeung at Fidelity International goes one step further.
Hans Lee
Livewire Markets
Macro

Why you should still be optimistic on China’s re-opening

When China first began to back down from its zero covid policy, there was a lot of skepticism. Whether it was doubt about whether the country could handle the huge...
Janu Chan
Bitesized Economics
Expert Insights

Three overlooked opportunities from China's reopening

Amit Goel of Fidelity International explains why investing in a fund with on-the-ground experience really matters.
Hans Lee
Livewire Markets
Equities

“In conversation with Elizabeth Gaines” Non-Executive Director, Global Ambassador & former CEO of FMG

The latest episode of Euroz Hartleys' Finding the Front explores Elizabeth Gaines' background, career and insights.
Euroz Hartleys Ltd
Euroz Hartleys Ltd
Equities

Why China could be the story of the year

Not every country has the same inflationary concerns and China's reopening still has a way to go, according to Fidelity.
Sara Allen
Livewire Markets
Macro

Charts of the Week - Weather, demand, and demographics affect markets in Europe, Asia, and beyond

Has Europe stockpiled enough natural gas to counter Putin's plans to cripple its industry?
Macrobond Financial
Macro

Reading between the lines of China’s economic growth target

Independent Economist Janu Chan breaks down the big change at the top of the Chinese National People's Congress agenda.
Janu Chan
Bitesized Economics
Macro

Charts of the week: European jobs, inflation and the markets, and entrepreneurial women

This week’s charts visualise different effects of inflation
Macrobond Financial
Macro

TikTok and the Age of Discovery

TikTok has changed the consumer experience forever with a hyper-personalised discovery experience that can beat the US incumbents.
Stew Glynn
TEN13
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