August
- Opinion
- Chanticleer
Australia’s iron ore future is different, not dead
There’s plenty of red dirt in Fortescue’s results – which makes it a bit different to its two big rivals. Andrew Forrest is in China trying to work it out.
- Anthony Macdonald
July
China cuts key interest rate after Xi’s top meet disappoints
China surprised markets with interest rate cuts on Monday, in efforts to boost growth in the world’s second-largest economy.
- Jessica Sier
Luxury brands roll out huge discounts as Chinese rein in spending
The sales are being offered primarily by aspirational brands such as Versace and Burberry, as China’s once-voracious middle-class consumers become more frugal.
- Annachiara Biondi and Thomas Hale
China’s GDP miss set to boost stimulus calls from Third Plenum
China-watchers and investors are doubtful the Third Plenum policy gathering in Beijing will throw up any comprehensive reform.
- Jessica Sier
June
- Opinion
- Inside China
China’s banks feel the sting as problem loans mount
China’s deepening housing market crisis is eroding the balance sheets of the country’s largest state banks.
- Karen Maley
China’s broken housing market and a generation ‘lying flat’
While wallets were open at last weekend’s national Dragon Boat Festival, Chinese consumers are still not spending enough to get the economy out of its housing hole.
- Jessica Sier
- Analysis
- Analysis
Why won’t Xi Jinping fix China’s dreadful economy?
Explanations for Beijing’s refusal to work on deep-seated problems include denial, ignorance and ideology.
- Scott Kennedy
April
Why China’s slowing economy is Australia’s problem
This week on The Fin podcast, North Asia correspondent Michael Smith talks about the changes in China over the past six years and what its slowing economy means for Australian prosperity.
March
- Opinion
- Investing
Two ETFs for investors looking to tap bargains in China recovery
There is no telling if the Chinese sharemarket crash is over, but smart investors know that in carnage can lie opportunity.
- James Weir
BHP’s Mike Henry argues Chinese steelmakers deserve a break
Big miners are facing pressure to detail their investments into green steel and reduce their scope three emissions. But Chinese smelters as a whole are more efficient than the EU’s.
- Ayesha de Kretser
Copper spikes on huge volumes as smelters weigh cuts
Copper spiked to an 11-month high after Chinese smelters pledged to explore measures to cope with a plunge in processing fees.
- Updated
- Mark Burton
Iron ore under pressure as China’s steel mills cut output, prices
China’s steel mills are cutting production as they struggle with rising costs and weak demand, compounding challenges for iron ore demand.
- Updated
- Michael Smith
February
- Opinion
- Global economy
Optimists about China bouncing back are just hoping
The problem is that China isn’t just another member of the global community and bad economic policy is not punished at the ballot box.
- Adrian Blundell-Wignall
Deflation, property dampen Chinese New Year cheer
China’s Lunar holiday travel data is being closely scrutinised for signs of consumer weakness and deflation as China’s Year of the Dragon begins.
- Michael Smith
- Updated
- Inflation
China’s prices fall at fastest rate in 15 years
China’s consumer prices remained in deflationary territory for the fourth month running in January, as policymakers struggle to revive consumer and investor confidence.
- Updated
- Trudy Harris and Joshua Peach
January
- Opinion
- Inside China
Beijing faces tough choices as its real estate crisis deepens
China has the invidious choice of either ploughing more money into its property market or sitting back as mini-bubbles develop.
- Karen Maley
Consumers can revive China’s economy, says Kevin Rudd
The ex-PM told a Davos panel that Chinese consumers and businesses could boost growth, if they can get their mojo back. The big risk is a fallout with the US.
- Updated
- Hans van Leeuwen
‘Choosing China is not a risk’: Beijing shrugs off slowdown
Premier Li Qiang said the economy grew 5.2 per cent last year, and put out the welcome mat for foreign investors. But he fired a first warning at Donald Trump.
- Hans van Leeuwen
Cheap China stocks lure investors who see slump as rock bottom
Almost a third of 417 respondents to Bloomberg’s latest Markets Live Pulse survey say they will increase their China investments over the next 12 months.
- Richard Henderson and Sofia Horta e Costa
November 2023
China factory output, retail sales beat expectations
The upbeat data comes after a raft of other indicators pointed to muted economic growth in recent weeks.
- Ellen Zhang