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China

An over-supply of logs to China is depressing prices. Reduced shipping costs and a lower NZD alleviated some of the fall in March, but a substantial retreat is expected in April
3rd Apr 24, 10:39am
1
An over-supply of logs to China is depressing prices. Reduced shipping costs and a lower NZD alleviated some of the fall in March, but a substantial retreat is expected in April
No easy solutions for our cyber spooks to keep the country secure, Juha Saarinen notes
27th Mar 24, 12:25pm
1
No easy solutions for our cyber spooks to keep the country secure, Juha Saarinen notes
[updated]
UK and US sanction Chinese state-sponsored hackers said to have breached Britain's Electoral Commission and parliament e-mails
26th Mar 24, 10:33am
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UK and US sanction Chinese state-sponsored hackers said to have breached Britain's Electoral Commission and parliament e-mails
Gareth Vaughan on a big Beehive power grab, holding the country over a pork barrel, Angus Deaton rethinks economics, corruption on tape & RIP Rod Oram
20th Mar 24, 12:04pm
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Gareth Vaughan on a big Beehive power grab, holding the country over a pork barrel, Angus Deaton rethinks economics, corruption on tape & RIP Rod Oram
Charlie Huang explains how China’s green steel push could crush Australia’s dirty iron ore exports
14th Mar 24, 10:26am
by Guest
1
Charlie Huang explains how China’s green steel push could crush Australia’s dirty iron ore exports
Patience required as China's economy, like much of the world, deals with a Covid-19 hangover, says David Mahon in our Of Interest podcast
3rd Mar 24, 6:00am
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Patience required as China's economy, like much of the world, deals with a Covid-19 hangover, says David Mahon in our Of Interest podcast
Log prices were stable in February. China's reopening after Lunar New Year holiday has been slower than usual. India undergoing transitional changes. Eyes on rising freight rates
1st Mar 24, 12:03pm
Log prices were stable in February. China's reopening after Lunar New Year holiday has been slower than usual. India undergoing transitional changes. Eyes on rising freight rates
Joining AUKUS could boost NZ’s poor research and technology spending – but at what cost?
26th Feb 24, 11:18am
by Guest
37
Joining AUKUS could boost NZ’s poor research and technology spending – but at what cost?
Farmers racing to get deer velvet out the farm gate to comply with a looming change of rules by Chinese importers
23rd Feb 24, 10:56am
4
Farmers racing to get deer velvet out the farm gate to comply with a looming change of rules by Chinese importers
What’s behind the collapse in the price of nickel and how can the Australian industry survive?
20th Feb 24, 9:41am
by Guest
What’s behind the collapse in the price of nickel and how can the Australian industry survive?
Log demand is broadly stable in January with local demand holding, demand from China uncertain but certainly not falling, and demand from India showing some upside
31st Jan 24, 11:08am
Log demand is broadly stable in January with local demand holding, demand from China uncertain but certainly not falling, and demand from India showing some upside
Extreme cold in China has slowed construction and log offtake. Extreme wet in India has slowed their demand too. Local demand in holiday mode. But despite all that, log prices rose in December
22nd Dec 23, 9:06am
1
Extreme cold in China has slowed construction and log offtake. Extreme wet in India has slowed their demand too. Local demand in holiday mode. But despite all that, log prices rose in December
David Mahon says despite considerable challenges, the Chinese economy is recovering, and will offer the strongest and most investible market for the rest of the decade
21st Dec 23, 9:24am
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David Mahon says despite considerable challenges, the Chinese economy is recovering, and will offer the strongest and most investible market for the rest of the decade
Growth of autocracies will expand Chinese global influence via Belt and Road Initiative as it enters second decade
18th Dec 23, 3:20pm
by Guest
2
Growth of autocracies will expand Chinese global influence via Belt and Road Initiative as it enters second decade
Mark Tanner says China's mature ecommerce sector is still a key option for foreign brands selling into less-familiar markets
14th Dec 23, 10:39am
1
Mark Tanner says China's mature ecommerce sector is still a key option for foreign brands selling into less-familiar markets
Steady log demand in China where stocks are very low has boosted export log prices. There has also been a post-election boost in domestic demand for sawn timber
1st Dec 23, 2:17pm
Steady log demand in China where stocks are very low has boosted export log prices. There has also been a post-election boost in domestic demand for sawn timber
Sense Partners' John Ballingall says the new government should focus on making the most of our existing trade deals, rather than chasing new ones
28th Nov 23, 4:14pm
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Sense Partners' John Ballingall says the new government should focus on making the most of our existing trade deals, rather than chasing new ones
China log inventories low but demand not rising. Local log supply tight as some forest owners stop harvesting. Local demand rises post-election. Europe demand for sawn timber stalls
2nd Nov 23, 11:40am
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China log inventories low but demand not rising. Local log supply tight as some forest owners stop harvesting. Local demand rises post-election. Europe demand for sawn timber stalls
Christian Yao says China’s youth unemployment problem has become a crisis we can no longer ignore
10th Oct 23, 2:44pm
by Guest
5
Christian Yao says China’s youth unemployment problem has become a crisis we can no longer ignore
Local demand for logs holding but supply tightening. Despite that prices are softer. China demand for logs almost at normal level but confidence in residential construction not high. Overall log prices stable but with softer expectations
28th Sep 23, 10:24am
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Local demand for logs holding but supply tightening. Despite that prices are softer. China demand for logs almost at normal level but confidence in residential construction not high. Overall log prices stable but with softer expectations
In our latest Of Interest podcast David Mahon explains what's going on in the Chinese economy, what needs to change and when he thinks things will be looking up
19th Sep 23, 9:09am
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In our latest Of Interest podcast David Mahon explains what's going on in the Chinese economy, what needs to change and when he thinks things will be looking up
Zhiyong Yang looks at how China’s struggling real estate sector is hitting consumer spending and impacting global tourism
15th Sep 23, 9:24am
by Guest
11
Zhiyong Yang looks at how China’s struggling real estate sector is hitting consumer spending and impacting global tourism
David Mahon describes what's going on in the Chinese economy, and how support for the ruling Communist Party's being tested
12th Sep 23, 7:32am
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David Mahon describes what's going on in the Chinese economy, and how support for the ruling Communist Party's being tested
How much did Chinese investors drive up Sydney home prices? It’s less than you might think
11th Sep 23, 1:58pm
by Guest
12
How much did Chinese investors drive up Sydney home prices? It’s less than you might think
Higher prices from China have improved log returns although shipping costs absorbed some of this. India demand weak. Global pulp inventory levels are at record highs with very low demand
1st Sep 23, 10:39am
Higher prices from China have improved log returns although shipping costs absorbed some of this. India demand weak. Global pulp inventory levels are at record highs with very low demand