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
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
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
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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
US-China trade truce boosts stockmarkets – for now
US-China trade truce boosts stockmarkets – for now
Markets brightened up after China agreed to import more from the US and America greed to lower some tariffs on Chinese goods. But the trade war is far…
27 Jan 2020
Will this year bring any cheer for China's markets?
Will this year bring any cheer for China's markets?
China's double-digit growth rates of previous decades are long gone. Will the weakness continue?
17 Jan 2020
China’s maturing corporate bond market
China’s maturing corporate bond market
Chinese companies are defaulting on their debt in record numbers. And the trouble could spread to state-owned enterprises.
20 Dec 2019
Cracks spread in China's fragile economy
Cracks spread in China's fragile economy
China's annual economic growth is forecast to dip below 6% in the final quarter of this year and continue to fall into 2020 thanks to weaker exports a…
6 Dec 2019
Investors maintain confidence in Hong Kong
Investors maintain confidence in Hong Kong
The protests in Hong Kong caused the territory to plunge into recession in the third quarter, and has also begun to weigh on local markets. But invest…
21 Nov 2019
Alibaba’s cash call comes off
Alibaba’s cash call comes off
Despite the ongoing violence in Hong Kong, demand for Alibaba’s secondary listing has been so strong that it will stop taking orders from retail inves…
21 Nov 2019
Chart of the week: China’s smog index heralds weakness
Chart of the week: China’s smog index heralds weakness
Smog levels in five major Chinese cities climbed along with house prices in early 2017 and late 2018. Now, it's pointing down.
18 Nov 2019