While China is a major player in the global economy, there are plenty more fish in the (South China) sea. Read More

Most Australian banks are working on stricter criteria for investor loans. Read More

In buying Japanese exporters we are tapping into a truly superior economic sector. Read More

There are good reasons other than morality to prefer investing in democracies. Read More

Your guide is a former investment banker with a lifelong fascination with East Asia. Read More

Emerging Asia is expected to be the fastest growing region in the world. Read More

Australia’s central bank cuts rates to a new all-time low, but sows confusion on the future direction of monetary policy. Read More

Although our specialty is Australia, it’s worth taking a look around the wider Asia-Pacific region. Read More

Is the iron ore price war entering the capitulation stage? Read More

China is Australia’s largest trading partner, and China’s economy is slowing. At a 7% annualized growth in gross domestic product (GDP) reported for this year’s first quarter, most countries would trade with China in a heartbeat. That growth rate is down from 7.3% in 2014’s fourth quarter, but on the… Read More

Rising income from dividends should help U.S. investors endure the decline in the country’s exchange rate. Read More

Australian consumers are spending at a faster pace than they did during the resource boom. Read More

Fortescue was one of the most heavily shorted stocks this week on the Australian Securities Exchange. Read More

Merciless miners have pushed Fortescue to the edge. Read More

The country’s companies would rather return cash to shareholders than invest in future growth. Read More

The outlook for the Australian economy is increasingly uncertain, as odds of The Lucky Country’s first recession in more than two decades are increasing. Data from the Australian Bureau of Statistics reveal that wage growth during the fourth quarter of 2014 matched a record-low pace.The unemployment rate Down Under is… Read More

The Reserve Bank of Australia’s February rate cut gave consumer confidence a booster shot. Read More

Though it was widely expected to announce another rate cut this week, the Reserve Bank of Australia decided to leave interest rates unchanged. Read More

BHP Billiton and Rio Tinto accelerate in their race to the bottom. Read More

We only just added Toll Holdings to our Aggressive Portfolio last month, and it’s already received a takeover offer at a significant premium. Read More