global trade

Markets underestimated the disruptiveness of Donald Trump’s administration.

Global trade is entering a new era—tariffs, retaliation, and shifting alliances are reshaping markets. Who stands to gain and who will lose?

With new alliances and emerging markets offering fresh investment opportunities, is BRICS+ quietly shaping the future of global growth?

An analysis of UN Comtrade data shows that the major destinations for finished product by value are China, Vietnam and Japan, in that order.

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

While equity markets are pricing Nirvana for global growth ahead, geopolitics and global growth show only very tentative signs that they will follow. Is it the great...

The latest hard data on global trade activity show a picture of volumes returning to trend growth. The chart below shows global container throughput activity and you...

Since the day before the US Presidential Elections on 8 November 2016 until 31 March 2017, MSCI World Industrials has returned 12.8% in AUD-terms, outperforming MSCI...