Perspectives on China

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There is a long way to go in China’s industrialisation. Effectively China is at the same point that Japan was at in 1968 or at a similar point to where

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Oliver’s Insights: emerging markets

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With the emering world now accounting for more than 50% of world economic activity and nearly 80% of world economic growth, this ‘Oliver’s Insight’ looks at the key economies of Brazil,

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China still the land of fortune and opportunity

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There is no doubt that China’s economy is slowing and many investors have questioned whether China’s rapid economic progress of the last two decades is finally coming to an end.

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Veteran global resources manager says tough market conditions creating better investment opportunities

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Australian-based global natural resource fund manager, 90 West Asset Management Ltd (90 West), today said that rapidly increasing demand for minerals, energy and food in the world’s largest populations is

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Chinese inflation sidelined

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China’s annual inflation rate fell from 3 per cent to 2.2 per cent in June – a 29-month low. The June result was marginally better than forecasts centred on a

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Newton looks to South East Asia as China slows

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Concerns over China’s economic growth are broadly priced into markets and we would describe our view of the country as cautious rather bearish. “Markets reacted negatively to a wide range

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China’s healthcare expansion on track

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As China continues its pursuit of creating a base living standard for all, healthcare and more specifically the pharmaceutical market is booming strongly. Thanks to China’s robust economic growth, its

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Manufacturing contraction compounds growth concerns

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Chinese private sector manufacturing contracted for the seventh consecutive month: The HSBC Flash Purchasing Managers Index (the earliest indicator of China’s industrial activity) fell from a final reading of 49.3

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Oliver’s Insights:Europe, China, US – the worry list for investors is getting wider again

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There was one piece of great news last week. A new Mayan calendar find in Guatemala made no reference to the world ending this year. That’s nice, so I can

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Oliver’s Insights: China – soft landing, slow easing, shares cheap

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China’s growth rate has slowed to 8.1%…given monetary easing it is likely to stabilise at around 8% this year, consistent with a soft landing. Chinese economic data for March contained

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