Understanding China
David Mahon says the US is being reckless in stirring up the Taiwan issue and although China has few good options, it will still defend its long term interests
21st Aug 22, 12:43pm
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David Mahon says the US is being reckless in stirring up the Taiwan issue and although China has few good options, it will still defend its long term interests
Hoe Ee Khor and Kimi Xu Jiang explain why the US Fed's hawkish monetary policy will not lead to a repeat of the 1997 Asian financial crisis
5th Aug 22, 9:26am
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Hoe Ee Khor and Kimi Xu Jiang explain why the US Fed's hawkish monetary policy will not lead to a repeat of the 1997 Asian financial crisis
Zhang Jun worries that a new round of stimulus to bolster disappointing growth in China could drive up their price levels
4th Aug 22, 5:58pm
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Zhang Jun worries that a new round of stimulus to bolster disappointing growth in China could drive up their price levels
Stephen Roach thinks China, who benefited the most from global trade growth, could now lose the most
26th Jul 22, 9:26am
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Stephen Roach thinks China, who benefited the most from global trade growth, could now lose the most
China's alignment with Russia has driven 75% of Australians to consider it 'very likely' or 'somewhat likely' that China will become a military threat to Australia in the next 20 years
21st Jul 22, 11:53am
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China's alignment with Russia has driven 75% of Australians to consider it 'very likely' or 'somewhat likely' that China will become a military threat to Australia in the next 20 years
Yi Fuxian thinks China's rulers will come to regret the consequences of the security crackdown in Xinjiang province
13th Jul 22, 10:40am
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Yi Fuxian thinks China's rulers will come to regret the consequences of the security crackdown in Xinjiang province
Yu Yongding worries that the United States' long record of easily servicing its massive debts might be coming to an end
6th Jul 22, 9:51am
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Yu Yongding worries that the United States' long record of easily servicing its massive debts might be coming to an end
The G7, NATO, & ECB meetings this week provide a sense of the scale & scope of current global challenges, and some of the emerging responses
2nd Jul 22, 10:23am
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The G7, NATO, & ECB meetings this week provide a sense of the scale & scope of current global challenges, and some of the emerging responses
George Magnus thinks that, with geopolitics thwarting globalisation, China's economy might never overtake America's
29th Jun 22, 12:25pm
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George Magnus thinks that, with geopolitics thwarting globalisation, China's economy might never overtake America's
Keun Lee considers what it would take for China to leapfrog incumbents in an economically critical industry
28th Jun 22, 11:51am
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Keun Lee considers what it would take for China to leapfrog incumbents in an economically critical industry
David Mahon says the tightropes that New Zealand prime ministers have walked between the West and China in the past were wider and lower to the ground than the thin, highwires they now traverse - and will traverse in the future
25th Jun 22, 10:00am
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David Mahon says the tightropes that New Zealand prime ministers have walked between the West and China in the past were wider and lower to the ground than the thin, highwires they now traverse - and will traverse in the future
David Mahon reviews where China has landed with its unique approach to pandemic control, and assesses its chances of economic revival
23rd Jun 22, 8:15am
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David Mahon reviews where China has landed with its unique approach to pandemic control, and assesses its chances of economic revival
US inventories rise sharply; parts of Shanghai back in lockdown; India fights inflation with another rate rise; the OECD sets 'bleak' growth outlook; UST 10yr 3.02%; gold and oil up; NZ$1 = 64.5 USc; TWI-5 = 71.5
9th Jun 22, 7:26am
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US inventories rise sharply; parts of Shanghai back in lockdown; India fights inflation with another rate rise; the OECD sets 'bleak' growth outlook; UST 10yr 3.02%; gold and oil up; NZ$1 = 64.5 USc; TWI-5 = 71.5
Dairy price rise disappoints; US logistics inventories high; China worries about household pullback; World Bank slashes growth forecasts; UST 10yr 2.96%; gold up and oil unchanged; NZ$1 = 64.8 USc; TWI-5 = 71.7
8th Jun 22, 7:29am
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Dairy price rise disappoints; US logistics inventories high; China worries about household pullback; World Bank slashes growth forecasts; UST 10yr 2.96%; gold up and oil unchanged; NZ$1 = 64.8 USc; TWI-5 = 71.7
Eyes on rate reactions to higher inflation, tight jobs markets; dairy prices expected to rise; minimum wages rising; UST 10yr 3.03%; gold and oil down; NZ$1 = 65 USc; TWI-5 = 72
7th Jun 22, 7:19am
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Eyes on rate reactions to higher inflation, tight jobs markets; dairy prices expected to rise; minimum wages rising; UST 10yr 3.03%; gold and oil down; NZ$1 = 65 USc; TWI-5 = 72
Food prices stay very high, especially cereals; China clamps down as they ease pandemic restrictions; US job gains impressive; minimum wages rise; UST 10yr 2.94%; gold and oil up; NZ$1 = 65.1 USc; TWI-5 = 71.9
6th Jun 22, 8:13am
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Food prices stay very high, especially cereals; China clamps down as they ease pandemic restrictions; US job gains impressive; minimum wages rise; UST 10yr 2.94%; gold and oil up; NZ$1 = 65.1 USc; TWI-5 = 71.9
US job gains rise; US service sector expansion solid; Fed shrinks bond holdings; Musk & Dimon downbeat; China's restrictions ease; Australia to boost minimum wages; UST 10yr 2.96%; gold down and oil firm; NZ$1 = 65.1 USc; TWI-5 = 71.9
4th Jun 22, 8:46am
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US job gains rise; US service sector expansion solid; Fed shrinks bond holdings; Musk & Dimon downbeat; China's restrictions ease; Australia to boost minimum wages; UST 10yr 2.96%; gold down and oil firm; NZ$1 = 65.1 USc; TWI-5 = 71.9
Eyes on US jobs growth; US factory orders rise; Fed speakers say rate hikes will be extended; China struggles to keep economy growing; UST 10yr 2.92%; gold and oil firm; NZ$1 = 65.6 USc; TWI-5 = 72.3
3rd Jun 22, 7:23am
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Eyes on US jobs growth; US factory orders rise; Fed speakers say rate hikes will be extended; China struggles to keep economy growing; UST 10yr 2.92%; gold and oil firm; NZ$1 = 65.6 USc; TWI-5 = 72.3
Mark Tanner notes that China has been beavering away for years coming up with innovative ideas that change the way people live, consume and market, and building an innovation culture that is putting its copycat years behind it
2nd Jun 22, 9:49am
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Mark Tanner notes that China has been beavering away for years coming up with innovative ideas that change the way people live, consume and market, and building an innovation culture that is putting its copycat years behind it
US data remains solid but Dimon is worried; Canada hikes by another +50 bps; Shanghai released; German retail sinks; Aussie GDP slips; UST 10yr 2.94%; gold and oil firm; NZ$1 = 64.9 USc; TWI-5 = 71.9
2nd Jun 22, 7:24am
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US data remains solid but Dimon is worried; Canada hikes by another +50 bps; Shanghai released; German retail sinks; Aussie GDP slips; UST 10yr 2.94%; gold and oil firm; NZ$1 = 64.9 USc; TWI-5 = 71.9
US confidence holds up with industrial production; Japan struggles; China's PMI contract again; India's growth tepid; Aussie housing struggles; UST 10yr 2.85%; gold and oil down; NZ$1 = 65.2 USc; TWI-5 = 71.9
1st Jun 22, 7:28am
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US confidence holds up with industrial production; Japan struggles; China's PMI contract again; India's growth tepid; Aussie housing struggles; UST 10yr 2.85%; gold and oil down; NZ$1 = 65.2 USc; TWI-5 = 71.9
Financial markets buoyant but retail markets fear sharp consumer pullback; German inflation leaps; Shanghai eases; ALP wins majority; UST 10yr 2.74%; gold stable and oil up; NZ$1 = 65.6 USc; TWI-5 = 72.1
31st May 22, 7:30am
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Financial markets buoyant but retail markets fear sharp consumer pullback; German inflation leaps; Shanghai eases; ALP wins majority; UST 10yr 2.74%; gold stable and oil up; NZ$1 = 65.6 USc; TWI-5 = 72.1
Paola Subacchi cautions against efforts to limit multilateral cooperation to countries with shared values and principles
30th May 22, 10:37am
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Paola Subacchi cautions against efforts to limit multilateral cooperation to countries with shared values and principles
China's companies struggle; Taiwan export growth dips; India monsoon arrives early; US savings rate withers; Aussie retail sales grow fast; UST 10yr 2.74%; gold and oil unchanged; NZ$1 = 65.4 USc; TWI-5 = 72
30th May 22, 7:19am
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China's companies struggle; Taiwan export growth dips; India monsoon arrives early; US savings rate withers; Aussie retail sales grow fast; UST 10yr 2.74%; gold and oil unchanged; NZ$1 = 65.4 USc; TWI-5 = 72
US PCE inflation dips; consumer spending stays strong; Toyota trims output again; China's property sector in a rout; Singapore PPI leaps; NZ ports look dismal in ranking; UST 10yr 2.74%; gold and oil up; NZ$1 = 65.4 USc; TWI-5 = 72.1
28th May 22, 9:11am
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US PCE inflation dips; consumer spending stays strong; Toyota trims output again; China's property sector in a rout; Singapore PPI leaps; NZ ports look dismal in ranking; UST 10yr 2.74%; gold and oil up; NZ$1 = 65.4 USc; TWI-5 = 72.1
