Inflation looks likely to take off this year – but there’s one key risk
Inflation looks likely to take off this year – but there’s one key risk
With the world’s governments spending money hand over fist, inflation looks certain to take off at some point. But China could change all that. John S…
19 Jan 2021
Post-Covid-19, China’s markets are back to square one
Post-Covid-19, China’s markets are back to square one
2020 has been a landmark year for Chinese markets, with foreign investors snapping up more than ¥1trn of local assets.
19 Dec 2020
Nasty surprises in Chinese corporate bonds
Nasty surprises in Chinese corporate bonds
Beijing is allowing more state-owned firms to default on their debt, leading to some nasty surprises.
12 Dec 2020
Asia's RCEP: free trade without the red tape
Asia's RCEP: free trade without the red tape
Regional Comprehensive Economic Partnership (RCEP), Asia's new trading block, shows that it is possible to create large single markets without making …
22 Nov 2020
RCEP: what the world’s biggest free-trade deal means for your money
RCEP: what the world’s biggest free-trade deal means for your money
The “Regional Comprehensive Economic Partnership” (RCEP), a free-trade deal recently signed by China and 14 other nations, encompasses 30% of the glob…
19 Nov 2020
China’s stockmarket bounces as the economic recovery quickens
China’s stockmarket bounces as the economic recovery quickens
China’s strong economic recovery has propelled local stockmarkets higher, with the CSI 300 index up 12% for the year-to-date.
9 Oct 2020
China’s bulls stampede as recovery gathers strength
China’s bulls stampede as recovery gathers strength
China's benchmark CSI 300 stockmarket index has gained 12% so far this year and is up by 32% since 23 March as the country's industrial and consumer r…
21 Sep 2020
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China adds shine to base metals
China adds shine to base metals
Metals prices have rallied hard after China's government unveiling plans for new infrastructure building, including railways, power lines and electric…
28 Aug 2020
Equity investors ignore US-China split at their peril
Equity investors ignore US-China split at their peril
Washington and Beijing’s troubled relationship has taken a turn for the worse recently, but markets have become strangely blasé about the situation.
21 Aug 2020
Guru watch: buy gold ahead of China's big currency move
Guru watch: buy gold ahead of China's big currency move
China has steadily been building “a renminbi-based international payments system", says Charles Gave, founding partner and chairman of Gavekal.
27 Jul 2020
China leads the global economic recovery
China leads the global economic recovery
China's economic recovery is now well under way, after a 6.8% fall in GDP in the first three months of the year.
22 Jul 2020
China’s stockmarket melt-up will end in tears
China’s stockmarket melt-up will end in tears
China's stockmarkets are up by 13% so far this year, but the rally could end in a brutal crash.
10 Jul 2020
The tug of war over Hong Kong
The tug of war over Hong Kong
China’s move to take more control over Hong Kong could lead to deeper civil unrest and imperil its role as a global financial centre.
13 Jun 2020
Chinese stocks are set for a bumpy ride
Chinese stocks are set for a bumpy ride
Chinese stocks have held up well during the pandemic, but the recovery has been uneven.
12 Jun 2020
US-China tension mounts
US-China tension mounts
Could a resumption of the US-China trade war sink the stockmarket?
5 Jun 2020
China’s economy to shrink for the first time since 1976
China’s economy to shrink for the first time since 1976
China may now be on course for its first quarterly contraction since 1976, with Goldman Sachs predicting a 9% plunge in first-quarter economic activit…
20 Mar 2020
Is China heading for a secret recession?
Is China heading for a secret recession?
The shutdown sparked by the coronavirus outbreak could put China at risk of a “secret recession”.
25 Feb 2020
Has Hong Kong become a failed state?
Has Hong Kong become a failed state?
Hong Kong cannot protect its citizens, provide basic services or command the trust of its people, and it is failing to provide the safety and stabilit…
14 Feb 2020
Investors eye up a new round of Chinese stimulus
Investors eye up a new round of Chinese stimulus
Chinese policymakers have announced new stimulus measures to contain the fallout from the coronavirus. Asset managers are already positioning themselv…
6 Feb 2020
China's feverish stockmarket weighs the cost of the coronavirus
China's feverish stockmarket weighs the cost of the coronavirus
China’s stockmarket fell by 8% in one day – the biggest daily fall in more than four years. But investors shouldn't panic.
6 Feb 2020
The coronavirus makes China’s economic balancing act even harder
The coronavirus makes China’s economic balancing act even harder
2020 should be the year when China straightens out its heavily indebted economy. But the coronavirus could throw a spanner in that plan, says John Ste…
6 Feb 2020
Is coronavirus panic reaching a peak yet?
Is coronavirus panic reaching a peak yet?
As the coronavirus scare continues, John Stepek asks if the markets’ panic has been too extreme, and looks at the possibilities for investors.
3 Feb 2020