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| | ... is simply that iron ore prices have continued to retract from previous cyclical highs, largely due to lower demand from China for the reasons referenced earlier," Thompson said. "The ASX200 index concentration in banks and resources means that earnings-per-share ... |
| | | ... hedge" against domestic economic fluctuations. He also pointed to the sector's resilience during the 2020 trade tensions with China, noting that Australian iron ore and coking coal producers have thrived despite that. Although some short-term challenges ... |
| | | ... their clients prepare for the rapidly changing environment. Themes include the non-bank credit boom, the development of China and Asia more broadly, and the highly leveraged US financial sector and the likely monetary response. "At InvestSense, we believe ... |
| | | ... 24.4% belongs to the top five asset owners, being Japan's Government Pension Investment, Norges Bank Investment Management, China Investment Corporation, SAFE Investment Company, and the Abu Dhabi Investment Authority. In total, five Australian asset ... |
| | | ... economy shows signs of continued resilience, despite cooling consumption. While other regions - particularly Europe and China - are getting out of the doldrums, they will face ongoing secular pressures. In its base case, Robeco expects US growth to moderate ... |
| | | ... expectations, as evidenced by US dollar strength against major currencies." Further, given Trump's stance on trading with China, Webster said associated businesses will see adversities. "Conversely, certain sectors may face headwinds including global ... |
| | | ... eVestment. Separately, despite concerns over President-elect Trump's proposed tariffs - particularly on imports from China, which could drive inflation and impact global markets - and broader uncertainty about the effects of his policies, GQG's ... |
| | | ... head of multi-asset and fixed income Sebastian Mullins said that while the impacts of Trump's tariffs are more known for China and Europe, there is some guess work on how it will impact Australia. "The direct impact on the Australian economy is less ... |
| | | ... Principal Asset Management chief global strategist Seema Shah said that while US markets saw major gains, equities in Europe, China and Latin America trended lower as concerns over Trump's proposed trade tariffs weighed on sentiment. "While the short-term ... |
| | | ... are also similar, Barings said. By investing in these markets, it can also indirectly benefit from emerging economies like China, India and Indonesia, it said. |
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