US CHINA News & Analysis

Tariffs on China are in place and growing.

Inflation impact will depend on the scope of tariffs, fiscal policy, and the Fed’s response.

After the recent selloff, the bull market’s most in-demand stocks look much cheaper.

Our thoughts on Apple's stock amid slowing iPhone sales but high services revenue.

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...

The stocks of these high-quality companies with large market capitalisations look undervalued today.

Macrodynamic tailwinds persist, but stocks are already priced to perfection. Will tariffs derail the market in 2025?

Recent election results have sent US markets into a record-high rally however implications remain mixed for the Australian share market. See our top...

Watching iPhone revenue, gross margins, and services growth.

These undervalued stocks of high-quality companies are attractive investments today.