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CHINA REAL ESTATE News & Analysis
Stocks
BHP, Rio Tinto and Fortescue have fallen meaningfully this year due to weakness in China. Are they attractive?
Jon Mills, CFA | 20 August 2024
Markets
Investors should watch for ripples across commodities and global inflation. Will there be a strong government policy response?
Kate Lin | 17 September 2023
Personal Finance
Lessons from the Allianz and Evergrande scandals.
John Rekenthaler | 04 September 2023
Markets
China's economic miracle has turned into a nightmare, and many investors who once fawned over the country's prospects have been burned.
James Gruber | 16 August 2023
Markets
Attractive valuations and China reopening could lead long-lagging emerging stocks to outperform.
Lauren Solberg | 05 June 2023
Markets
While the US Federal Reserve pivot on interest rates is important, an issue that’s arguably just as significant for markets going forwards is when...
James Gruber | 02 December 2022
Stocks
Equity analyst Jon Mills explains how the change in Chinese government restrictions impacts Australian Miners.
Jon Mills, CFA | 18 November 2022
Stocks
Morningstar equity analyst Jon Mills believes the iron ore miner is repositioning themselves as a producer of “forward facing commodities”.
Nicola Chand | 17 August 2022
Fixed Income
It’s almost a year since the Evergrande crisis unfolded. How have managers changed their allocations to the sector, if at all?
Kate Lin | 10 August 2022
Markets
US tech sector hits pause on recruitment, JB HI-FI delivers sales growth and Chinese homeowners refuse to pay mortgages.
Nicola Chand | 22 July 2022
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