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CHINA ECONOMY 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, CFA | 15 December 2024
Will miners ever not be all about China? They are for now.
Stocks
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.
Jon Mills, CFA | 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, CFA | 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
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
How a China economic downturn could impact the rest of the world
Markets
How a China economic downturn could impact the rest of the world
Investors should watch for ripples across commodities and global inflation. Will there be a strong government policy response?
Kate Lin | 17 September 2023
The case for China
Personal Finance
The case for China
Contrarians have been rewarded in the past by taking the opposite view of the market. They’re looking to China now.
Shani Jayamanne | 14 September 2023
Platinum’s Andrew Clifford shares his thoughts on China
Funds
Platinum’s Andrew Clifford shares his thoughts on China
As economic problems increase in China Morningstar’s James Gruber talks investment opportunities with Platinum’s Co-Chief Investment Officer. 
James Gruber | 24 August 2023
A leading fund manager finds gems amid China rubble
Markets
A leading fund manager finds gems amid China rubble
Platinum Asset Management’s CEO tells Morningstar’s Wealth of Experience podcast that as China’s economy tanks and investors flee, he’s finding some...
James Gruber | 23 August 2023