Featured
Trillion-dollar fund managers pile money into Asia, emerging markets
Schroders is bullish on European and Japanese equities, and Blackrock has gone overweight on emerging markets for the first time since 2020.
- Alex Gluyas
Taiwan’s new president warns China’s threats ‘will not disappear’
Lai Ching-te will build on his predecessor’s efforts to strengthen ties with the US, which is bound by its own laws to provide the island with the means to defend itself.
- Updated
- Jessica Sier
- Opinion
- East Asia Forum
The US-China trade war has helped polarise ASEAN
Regardless of their alignment or dependence on one side or the other, South-East Asian states need to stay focused on their common regional interests.
- Joseph C. Liow
Lendlease sells down Asia venture amid campaign for overhaul
The $147 million sale of a stake in its life sciences business comes as activist investors demand the property giant pulls back from overseas markets.
- Updated
- Nick Lenaghan
- Exclusive
- Australia's China challenge
Meet Taiwan’s ‘matchmaker’ for Australian business
As Taiwan prepares to welcome a new president and bolster economic ties with Australia, the self-ruled island’s envoy issues a warning over Chinese coercion.
- Andrew Tillett
This Month
- Opinion
- Critical minerals
Albanese’s troubled critical minerals dream
The Albanese government has high hopes for much more downstream processing of critical minerals. But the numbers aren’t adding up. What can change that?
- Jennifer Hewett
Investors pull money from Wall Street in favour of Asia, Europe
Fund managers are reallocating money away from Wall Street betting that ‘US exceptionalism’ has run its course.
- Ishika Mookerjee, Charlotte Yang and Sagarika Jaisinghani
Chinese investment critical to reach net-zero goals
Clean energy experts warn moves that limit Chinese investment in Australia could undermine the Albanese government’s green energy goals.
- Ronald Mizen, Elouise Fowler, Simon Evans and Ben Potter
Wong warns on foreign interference after Indian spies expelled
Revelations Indian spies were asked to leave Australia in 2020 suggest Western intelligence agencies are unhappy about New Delhi’s espionage tactics.
- Andrew Tillett and Emma Connors
- Opinion
- Australian economy
Chalmers’ recipe for friendly foreign investment ignores the basics
The treasurer has a grand new take on industrial policy, but there’s little evidence of the reforms that international investors seek.
- Jennifer Hewett
- Exclusive
- Foreign relations
‘No concerns’ with South Korean takeover bid for Austal: Marles
Defence Minister Richard Marles has given a fillip to Hanwha’s bid to buy Perth shipbuilder Austal, despite the deal raising security concerns.
- Andrew Tillett and Brad Thompson
April
Labor’s plan to unlock the right foreign investment
While some investors will get a fast track, extra safeguards will be set up for high-risk proposals, like China entities investing in critical infrastructure.
- Phillip Coorey
China’s factory activity slows, denting recovery
China’s factory activity expanded for a second consecutive month in April, but at a slower pace, suggesting its vast manufacturing sector might have lost steam.
- Ellen Zhang and Ryan Woo
- Opinion
- Currency wars
Are we about to witness a rerun of the Asian financial crisis?
Investors are becoming increasingly alarmed as buoyant economic activity and high interest rates in the US risk triggering renewed instability across Asia.
- Karen Maley
- Analysis
- Fumio Kishida
US and Japan build new Asia-Pacific defence ‘latticework’
With an eye to both China and a possible Trump presidency, Joe Biden and Fumio Kishida are writing another chapter in America’s Asian alliance architecture.
- James Curran
- Opinion
- Australian economy
Why we need a different conversation about national security
In a time of misinformation and cultivated mistrust, talking directly with Australians outside the Canberra security bubble is essential.
- Rory Medcalf
- Opinion
- The AFR View
JAUKUS shows Australia is seeking security in Asia
Ironically, turning AUKUS into JAUKUS would move the pact closer to satisfying the national strategic interest test formulated by its chief Australian critic, Paul Keating.
- The AFR View
- Opinion
- East Asia Forum
China has prioritised security over economic growth
The US must avoid setting its strategic goals in a way that implies it is trying to keep China eternally weak and isolated.
- Updated
- David Lampton and Thomas Fingar
March
Why EVs are such a big geopolitical deal
Policy changes in the US will have ramifications that will be felt far beyond the autoworkers of Detroit, Michigan.
- Matthew Cranston
Xi Jinping meets with American CEOs as trade tensions rise
China is seeking to shore up confidence amid a slowdown in foreign investment, which slumped to a 30-year low last year by one measure.
- James Mayger
- Opinion
- Australian economy
Penny Wong’s week of new foreign policy reality
The foreign minister is repairing relations with China while unsentimentally hedging against its military might. Eruptions from Paul Keating and Donald Trump are simply part of that reality.
- The AFR View
Albanese, Wong back Rudd after Trump attack
The Albanese government says Kevin Rudd will remain Australia’s ambassador to the United States next year, even if Donald Trump returns to power in the November presidential election.
- Phillip Coorey and Matthew Cranston
