India remains pricey, but potential growth remains: Mason Stevens
India's booming population has many considering whether and how to get exposure to its market, despite its year-to-date underperformance. While it may not be...
China on a bull run, but can it last?
Markets have moved sharply to reprice Chinese assets upwards after the world's second-largest economy signalled its reopening. However, some doubt the...
Market mulls mixed China data
A better-than-expected performance by China’s economy in the December quarter was not enough to inspire the Australian stock market on Tuesday, perhaps...
'China's goal is not to kill capitalism': Foord embraces tidal shift on Asia
While the market is broadly underweight China, South African-based Foord Asset Management is confident that President Xi Jinping's economic plan for the...
China's economy faces bumpy path before 2023 rebound
The Chinese government's announcement of less onerous isolation guidelines prompted markets to rally in anticipating of a move away from zero-COVID policies....
Why China is ahead in the cycle
China is a little ahead of the US in the current re-pricing of global equities. That, coupled with western geopolitical concerns, has presented a new round of...
US economy in 'classic slowdown' with persistent inflation
Markets have been incredibly difficult. At the moment there are so many different things going on all at once, slowing growth, rising inflation and on top of...
'Golden age" for quant in China
“We all think we know China, but you won’t think of China the same way after this presentation” explained James Dunn, host of The Inside...
China lockdowns hit sharemarket, materials, energy slump, EML tanks
News that Beijing was set to follow Shanghai into massive lockdowns to avert the threat of Omicron sent global share markets into a shockwave in this shortened...
Is India the beneficiary from Russia-China concerns?
Since Covid-19, Australia’s relationship with China has all but soured, with trade relations between the two countries grinding to a halt, except for...
abrdn doubles-down on China shares, flags inflation peak
Gerry Fowler, investment director of multi-asset strategies at abrdn, says everyone will have experienced inflation in some shape or form by now; be it energy...