China and Emerging Markets

CLSA’s monthly manufacturing survey has revealed overall activity is at a slower pace compared with breakneck activity levels in June.

Late buying in the Australian market was reflected on Wall Street as the Dow, too, opened lower but closed higher.

A booming Chinese economy might be great news for Australia, but the bigger they are…

Commonwealth Research argues that while the demand side of the economy is pushing higher, the supply side should offset inflationary pressures.

One poor earnings result set off a jittery Wall Street as funds buying returned to gold and China hiked.

As Chinese economic growth continues to surprise on the upside the general view is that interest rate hikes will follow. But when?

Wall Street has decided to like Mr Bernanke’s comments as earnings results again pleased, at least before the bell. Oil, gold and base metals were all strong.

Barclays Capital has reviewed the performance of commodity markets for the last quarter and concludes oil and base metals should go higher while gold looks like moving sideways.

US government officials are in China trying to find investors for troubled US mortgage securities.

UBS addresses a growing belief that global food prices are set to make a significant secular shift that will have significant ramifications for global inflation.