Money

European companies turn to China

Published

5 years ago

June 8, 2021

European companies are developing ties with China, and moving their supply chains onshore.

Around 60 per cent of European companies are planning to expand their China operations this year – up from 51 per cent. Over 585 respondents took part in the questionnaire through the European Chamber of Commerce. Businesses answered questions about their recovery from COVID-19.

European companies said China’s resilience and recovery from the pandemic made the nation an important source of profits and growth.

In all, half the respondents said profits in China were higher than the global average – 38 per cent high than a year earlier.

“The resilience of China’s market provided much-needed shelter for European companies amidst the storm of the Covid-19 pandemic.”

THE SURVEY REPORT

BMW AG and French company, LVMH SE are some of the companies who have turned to China since the pandemic.

Three-quarters of all survey respondents reported a profit in the last year. Meanwhile 14 per cent broke even, which was around the same as previous data.

Onshoring operations

Around a quarter of surveyed companies are onshoring their operations. But nine per cent of companies are actually thinking about moving their investments out, the lowest on record.

Charlotte Roule, from the European Chamber of Commerce said companies are thinking more about their supply chains.

“The main point is to develop supply chain as much as possible here, as far as it’s possible, to provide what’s needed for the market here,” she said.

But 40 per cent of surveyed European companies said China’s business environment had become more political in the past year alone.

China’s President, Xi Jinping recently called for Chinese officials to create more favourable relationships with Europe and the United States.

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Costa Haritos

Costa is a news producer at ticker NEWS. He has previously worked as a regional journalist at the Southern Highlands Express newspaper. He also has several years' experience in the fire and emergency services sector, where he has worked with researchers, policymakers and local communities. He has also worked at the Seven Network during their Olympic Games coverage and in the ABC Melbourne newsroom. He also holds a Bachelor of Arts (Professional), with expertise in journalism, politics and international relations. His other interests include colonial legacies in the Pacific, counter-terrorism, aviation and travel.

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Money

Global markets outperform US stocks by largest margin as AI tech rallies in 2025

Global markets outperform US stocks in 2025, marking widest gap since 2009 as international gains surge

Published

3 hours ago

December 23, 2025

Harvey Vargas

Global markets outperform US stocks in 2025, marking the widest gap since 2009 as international gains surge

In Short:
– Global markets outperformed U.S. stocks in 2025, with international equities showing significant gains.
– Helen Jewell highlighted that international performance was key, aided by the U.S. dollar’s decline.

In 2025, U.S. investors watching AI stocks closely may have missed the bigger picture: international markets delivered their strongest performance against U.S. equities in over three decades. While the S&P 500 rose just 15%, foreign markets outperformed by more than 10 percentage points, led by South Korea, Peru, and other European nations.

Helen Jewell, BlackRock’s CIO, highlighted that the dollar’s 13% decline earlier in the year further amplified returns for Americans holding foreign assets. This marked the widest performance gap since 2009 and reminded investors of the value of diversification beyond domestic tech giants.

Continued Tech Rally

Nvidia, Tesla, and Palantir Technologies emerged as the most-viewed ticker pages on Yahoo Finance in 2025. Nvidia alone attracted 250 million page views, while Palantir soared an eye-popping 140% for the year. Despite this hype, the S&P 500 lagged behind global peers, showing that concentrated U.S. tech gains can mask broader market opportunities.

U.S. stocks saw a boost after Micron Technology exceeded earnings expectations, jumping 10% on strong AI-related demand. The Technology Select Sector SPDR Fund also gained 1.5%, driven by semiconductor optimism. However, analysts warn investors to avoid over-concentration in U.S. tech, even if AI-driven rallies persist into 2026.

As portfolios prepare for next year, the key question is whether semiconductor demand will expand beyond AI applications. Diversification remains essential, balancing excitement over tech gains with the risks of narrow market exposure.

Money

Australia’s sharemarket set for weakest annual return in three years

Australia’s sharemarket set for weakest return in three years; gains from gold and critical minerals offset blue-chip losses.

Published

24 hours ago

December 22, 2025

Harvey Vargas

Australia’s sharemarket set for weakest return in three years; gains from gold and critical minerals offset blue-chip losses.

Australia’s sharemarket is on track for its weakest annual return in three years, with the S&P/ASX 200 Index expected to finish 2025 up around 6 per cent. Investors are feeling the impact of major losses from blue-chip companies, including Commonwealth Bank and CSL, which have dragged overall performance.

Despite the slow year, certain sectors provided a boost. Gains were largely driven by surging gold prices and rising interest in critical minerals, helping offset some of the losses from larger companies.

Smaller companies in the resources sector outperformed their larger counterparts, highlighting a shift in investor focus towards niche opportunities and high-demand commodities.

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Money

US stocks surge amid AI hype despite market volatility

US stock market bounced back, S&P 500 up 16% in 2023, driven by AI excitement amid policy uncertainties.

Published

1 day ago

December 22, 2025

Harvey Vargas

US stock market bounced back, S&P 500 up 16% in 2023, driven by AI excitement amid policy uncertainties.

The US stock market has experienced a rollercoaster year, with the S&P 500 nearly entering a bear market in April due to tariff concerns. Investor sentiment shifted following policy changes from President Trump, setting the stage for a dramatic rebound.

By June, the S&P 500 was hitting new records, fueled by excitement over artificial intelligence and its impact on the tech sector. Corporate profit forecasts improved, contributing to an overall annual gain of 16%, despite ongoing market fluctuations.

Yet, the S&P 500 still trails international markets, reflecting lingering policy uncertainties in the US.

Investors are watching closely to see how domestic and global factors will shape the next year.

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