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Latest
Buy Hold Sell
Alternatives In Focus
Series
Alternatives in Focus
Buy Hold Sell
Fund in Focus
Income Series
Livewire Live
Meet The Investor
Rapid Fire
Signal or Noise
Success and More Interesting Stuff
The Pitch
The Rules of Investing
Views from the Top
Categories
Asset Allocation
Commodities
Daily Report
Education
Equities
Fixed Income
Funds
Investment Theme
Macro
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Property
Weekend Report
Find funds
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Chinese property
Latest news and analysis on Chinese property
Macro
February 02, 2024 11:22
Uncertainty in China Continues
Key Points: • China’s economy has been showing signs of recovery following piecemeal stimulus through 2023. • However, equity markets have yet to respond, with the...
Alex Cathcart
Drummond Capital Partners
February 02, 2024 11:22
Property
November 30, 2023 12:00
Transferring the pain from the levered Chinese property developers to the banks
As China reflated its economy in 2015, we saw a massive five-to-six-year tailwind assisting the property boom. Speculation and strong property prices led to...
David Buckland
Montgomery Investment Management
November 30, 2023 12:00
Views from the Top
September 18, 2023 06:30
Dr Philipp Hofflin predicted China's slowdown in 2019, here's what he thinks will happen
next
Revisiting Dr Hofflin's prescient 2019 prediction on China and eyeing opportunities into the future.
James Marlay
Livewire Markets
September 18, 2023 06:30
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Macro
August 31, 2023 17:36
Iron ore, cracks in Chinese and US property, and the crash in PPIs
Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information.
Damien Klassen
Nucleus Wealth
August 31, 2023 17:36
Commodities
November 10, 2022 07:30
Lack of clarity on Chinese stimulus to hurt Aussie iron ore miners
Continued steel and iron ore uncertainty China’s National Congress was held last month, and we have been following this closely to understand the implications for...
Michael Slack
Martin Currie
November 10, 2022 07:30
Asset Allocation
September 07, 2022 12:35
Three sectors to watch as China battles its "perfect storm"
This time next month, the world's second-largest economy will likely undergo its most radical change in half a century. Current President Xi Jinping is likely to...
Hans Lee
Livewire Markets
September 07, 2022 12:35
March 07, 2018 15:02
Chart Of The Week: China Property Outlook
This week the "Chart of the Week" is focused on the outlook for China's property market. The Chinese property market is perhaps one of the most important markets in...
Callum Thomas
Topdown Charts
March 07, 2018 15:02
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Decade of excellence: 10 years of outstanding performance for L1 Capital’s Long Short Fund
Chris Conway,
Livewire Markets
Equities
The 7 zombie companies lurking on the ASX 300
Ally Selby,
Livewire Markets
Equities
Buy Hold Sell: The best and worst investment ideas from 5 ASX
sectors
Buy Hold Sell,
Livewire Markets
Education
Warren Buffett’s 25 biggest mistakes – and 4 lessons they teach
Chris Leithner,
Leithner & Company Ltd
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