China Trade

Trump's potential comeback could reshape investment strategies, where do you need to look next?

The last time Australia had a full formal meeting with the Chinese President was in 2016. A more hopeful time when we'd signed an extensive free trade agreement only...

Following on from the surprise invasion of Russia earlier on in the year, recent events related to the growing tension between China and Taiwan have spurred us, to...

'Chris Johnson is the best expert on China the CIA has ever had'. That's the view of former CIA Deputy Director Michael Morell. And if Johnson's views on his country...

In this investment webinar, we discuss the history Australian-Chinese relations, China using this as a foundation for creeping influence into Australia, and the...

This week the RBA held its cash rate steady at 0.75% and made clear that it expects to hold again in December. It was able to send such a message without much fear of...

The Aussie dollar had its best week since June, bolstered by equity sentiment linked to US-China trade talks and Hong Kong, while local data was good enough for the...

Donald Trump has been dialing up the tariffs and the rhetoric around the ongoing trade spat with China. Yet Xi Jingping has held a firm line and has been unwilling to...

Magellan has produced a return of 20% for FY19 and 16% p.a. for the last 10 years. In this episode of Inside the Rope, Hamish Douglass (Magellan's Chairman, CIO...

After starting 2019 with a decisively risk-on view in equities, global asset manager Aviva Investors has scaled back its preference for the asset class and taken its...

Global equities rebounded strongly last week, reflecting ongoing hopes of a US interest rate cut and signs that US trade tensions with Mexico at least would soon be...

Trade wars, Brexit, "the Donald" and his tweets, market volatility – there's a lot going on in the world at the moment. At the Future Generation Investment Forum,...

It was a successful week for Westpac’s economics teams in Sydney and Auckland as they correctly predicted both the RBA’s steady hand and the RBNZ’s interest rate cut...

During his recent visit to Sydney, Kevin Charleston, Chairman, President and CEO of Loomis Sayles & Company, a Boston-based asset manager with $250 billion under...

Sometimes it seems like there’s nowhere to hide. Equity investors were smacked in the face over the month of October, with waves of selling hitting sharemarkets from...

Over recent weeks, we have highlighted that there are two main international macro events that will need to be closely monitored over the coming months. Each could...

Warren Buffett recently gave an interview where he reiterated his firm belief in the US economy, which justifies Berkshire Hathaway’s investment focus on quality US...