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US CHINA News & Analysis

Chart of the week: Tariffs - our forecast for US GDP growth
Markets
Chart of the week: Tariffs - our forecast for US GDP growth
Inflation impact will depend on the scope of tariffs, fiscal policy, and the Fed’s response.
Shani Jayamanne | 20 March 2025
Is it time to buy the Magnificent Seven?
Stocks
Is it time to buy the Magnificent Seven?
After the recent selloff, the bull market’s most in-demand stocks look much cheaper.
Sarah Hansen | 12 March 2025
After earnings is Apple stock a buy, sell or fairly valued?
Stocks
After earnings is Apple stock a buy, sell or fairly valued?
Our thoughts on Apple's stock amid slowing iPhone sales but high services revenue.
11 February 2025
The case for and against US stock market exceptionalism
Personal Finance
The case for and against US stock market exceptionalism
The outlook for equities in 2025 has been dominated by one question: will the US market's supremacy continue? Whichever side of the debate you sit...
Duncan Lamont | 23 January 2025
10 best US blue-chip stocks to buy for the long term
Stocks
10 best US blue-chip stocks to buy for the long term
The stocks of these high-quality companies with large market capitalisations look undervalued today.
Margaret Giles | 05 January 2025
US stock market outlook: tariffs are 2025's wild card
Personal Finance
US stock market outlook: tariffs are 2025's wild card
Macrodynamic tailwinds persist, but stocks are already priced to perfection. Will tariffs derail the market in 2025?
David Sekera, CFA | 04 December 2024
ASX players that might thrive under a Trump administration
Stocks
ASX players that might thrive under a Trump administration
Recent election results have sent US markets into a record-high rally however implications remain mixed for the Australian share market. See our top...
Simonelle Mody | 14 November 2024
Going into earnings, is Apple stock a buy, a sell, or fairly valued?
Stocks
Going into earnings, is Apple stock a buy, a sell, or fairly valued?
Watching iPhone revenue, gross margins, and services growth.
27 July 2024
The 10 best global companies to invest in now
Stocks
The 10 best global companies to invest in now
These undervalued stocks of high-quality companies are attractive investments today.
Margaret Giles | 07 July 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