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CHINA News & Analysis

2 cheap miners after our commodity price update
Stocks
2 cheap miners after our commodity price update
These two companies are trading at a meaningful discount to our fair value. 
Jon Mills | 15 December 2024
The most overvalued commodity sector right now
Stocks
The most overvalued commodity sector right now
With recent movements in commodity prices, we identify shares to avoid at current prices. 
Simonelle Mody | 15 October 2024
Will miners ever not be all about China? They are for now.
Video
Will miners ever not be all about China? They are for now.
Morningstar's mining analyst Jon Mills talks China stimulus, longer term iron ore prices and why he thinks most copper miners are overvalued.
Joseph Taylor | 08 October 2024
The 2 cheapest ASX commodity shares
Stocks
The 2 cheapest ASX commodity shares
Morningstar’s latest commodity price update reveals the two ASX miners trading at a discount. 
Simonelle Mody | 28 September 2024
Is there an opportunity in ASX miners after share price declines?
Stocks
Is there an opportunity in ASX miners after share price declines?
BHP, Rio Tinto and Fortescue have fallen meaningfully this year due to weakness in China. Are they attractive?
Jon Mills | 20 August 2024
Buying the world’s most hated stocks
Stocks
Buying the world’s most hated stocks
Featuring Morningstar’s cheapest Wide Moat stock relative to our analyst’s estimate of Fair Value.
Joseph Taylor | 07 August 2024
Taiwan Semiconductor earnings: Negative news and upbeat guidance create entry opportunity
Stocks
Taiwan Semiconductor earnings: Negative news and upbeat guidance create entry opportunity
We continue to view Taiwan Semiconductor stock as undervalued.
Morningstar | 19 July 2024
Tesla: Full self-driving approval in China supports our view for deliveries growth in 2024
Stocks
Tesla: Full self-driving approval in China supports our view for deliveries growth in 2024
Our analyst takes a different view from the headlines and market reaction. 
Seth Goldstein, CFA | 30 April 2024
The RBA, China and the US market
Markets
The RBA, China and the US market
All eyes were on the RBA but many are ignoring the structural issues in the Australian economy. 
James Gruber | 10 February 2024
A world of investing opportunities
Markets
A world of investing opportunities
Know the index weightings of different markets around the world. It not only reveals the key sectoral influences on each market, but serves as a...
Brian Han | 08 November 2023