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Martin Dropkin

Martin Dropkin - Head of Equities, Asia Pacific

Podcast 39 min listen

Fidelity Answers: Outlook 2025 | The divergence dividend

Carsten Roemheld is joined by a panel of Fidelity International's heads of investment to discuss how investors should be positioning for 2025.

Carsten Roemheld + 4 others | 9 December 2024

Article 5 min read

Equities 2025: New avenues

A decisive US election, political ructions in Europe, and Chinese fiscal action spell more volatility for stock markets in 2025. And new roads to returns.

Niamh Brodie-Machura + 2 others | 20 November 2024

Article 9 min read

Trump wins

Donald Trump has won the US presidential election. Here Fidelity International’s economists and investment managers discuss some of the likely impact.

Niamh Brodie-Machura + 7 others | 6 November 2024

Podcast 32 min listen

The Investor's Guide to China podcast: Chinese e-commerce goes global

Can China’s e-commerce companies replicate their domestic success globally, from Southeast Asia to North America?

Martin Dropkin + 5 others | 1 November 2024

Podcast 31 min listen

The Investor's Guide to China podcast: Dealing with China's debt

As China rolls out new stimulus measures, the country’s approach to debt and public spending is back in the spotlight.

Martin Dropkin + 5 others | 3 October 2024

Article 4 min read

Nowhere like home for Asia’s new money

A Fidelity survey reveals Asia’s retail investors favour equities outside of the region ahead of anticipated Fed cuts. But Asia has just as much to offer.

Martin Dropkin + 1 other | 26 August 2024

Podcast 30 min listen

The Investor's Guide to China podcast: Asia's bright spots

Asia is at the heart of three megatrends that are transforming the global economy: artificial intelligence, the energy transition, and shifting supply chains.

Martin Dropkin + 7 others | 8 August 2024

Podcast 26 min listen

The Investor's Guide to China podcast: The renminbi effect

In this episode, we turn our attention to something that affects almost every investor in China: a weakening renminbi.

Martin Dropkin + 5 others | 18 July 2024

Article 3 min read

2024 Q3 Asia Investment Outlook: Policy shifts give investors reasons for optimism

Stimulus and reforms that are addressing cyclical and structural issues should invigorate Asia’s markets.

Martin Dropkin + 1 other | 21 June 2024

Podcast 34 min listen

The Investor's Guide to China podcast: Healthcare

Chinese healthcare is a vast universe, spanning everything from biotech to traditional medicine.

Martin Dropkin + 6 others | 10 June 2024

Podcast 31 min listen

The Investor's Guide to China podcast: Shareholder return

The story of China's economy has long been one of rapid growth. But investors are turning their attention to something more long-lasting: shareholder returns.

Catherine Yeung + 7 others | 24 April 2024

Podcast 34 min listen

The Investor's Guide to China podcast: Cities and migration

Where people live within China - and why - is fundamental to understanding the country’s changing demographics.

Catherine Yeung + 7 others | 11 March 2024

Podcast 30 min listen

The Investor's Guide to China podcast: China's bond market

Catherine Yeung and Marty Dropkin tackle a topic that often flies under the radar, but could in fact hold great potential for investors: China’s bond market.

Catherine Yeung + 7 others | 7 February 2024

Article 2 min read

Volatility in China conceals pockets of strength

Current market moves may be unsettling, but corporate China has proven its ability to innovate and create opportunities even in the toughest of markets.

Martin Dropkin | 23 January 2024

Podcast 25 min listen

The Investor's Guide to China podcast: Transition materials

Exploring the critical role of transition materials — such as lithium and cobalt, essential to developing and deploying clean energy technologies.

Catherine Yeung + 7 others | 20 December 2023

Podcast 55 min listen

Rich Pickings podcast: Outlook 2024

Richard Edgar is joined by Fidelity's heads of investment to discuss the investment outlook for 2024.

Richard Edgar + 8 others | 19 November 2023

Article 5 min read

Asia outlook: Riding the growth momentum

China’s economic slowdown and the resilience of the US dollar have dimmed the lustre of Asian economies. But the growth story should continue in 2024.

Lei Zhu + 1 other | 17 November 2023

Podcast 42 min listen

The Investor's Guide to China podcast: Japanification

When you look at some of the big economic issues China is dealing with today, you quickly realise Japan has been through a lot of the same challenges.

Catherine Yeung + 7 others | 11 October 2023

Article 3 min read

Asia Quarterly Outlook: Bright spots amid the haze

Asia is facing near-term challenges. We think now is the time to see through the current cycle and position for structural growth.

Martin Dropkin | 27 September 2023

Podcast 35 min listen

The Investor's Guide to China podcast: De-dollarisation

When it comes to currencies, it often feels like it's all about the US dollar. Although the greenback has dominated international trade and finance for decades

Catherine Yeung + 9 others | 18 July 2023

Podcast 38 min listen

The Investor's Guide to China podcast: China Consumer

China’s economic rebound hasn’t been as strong as many anticipated.

Catherine Yeung + 7 others | 20 June 2023

Podcast 33 min listen

The Investor's Guide to China podcast: Decarbonising China

2021 was a big year for the global fight against climate change. China's president, Xi Jinping, again pledged that China would hit peak emissions by 2030.

Catherine Yeung + 8 others | 16 May 2023

Article 3 min read

How China aims to unlock more value from state firms

In a new reform push, China’s policymakers are nudging state-owned companies to boost shareholder returns and capital efficiency.

Martin Dropkin + 1 other | 10 May 2023

Podcast 35 min listen

The Investor's Guide to China podcast: Tech Hardware and the 'Chip War'

Chip shortages at the start of the Covid pandemic threw semiconductors into the limelight. More recently, chips have been the focus of trade tensions.

Catherine Yeung + 8 others | 21 March 2023

The Investor’s Guide to China podcast: China’s reopening and supply chains

The Investor’s Guide to China podcast: China’s reopening and supply chains

Catherine Yeung + 7 others | 12 February 2023

Podcast 21 min listen

Rich Pickings podcast: Your questions answered

Fidelity experts answer listeners investment questions for this festive special of Rich Pickings.

Aditya Khowala + 4 others | 22 December 2022

Podcast 32 min listen

The Investor's Guide to China podcast: China's Onshore Markets

China's economy and its markets have faced a number of headwinds in 2022. Slowing growth, geopolitical uncertainty, the impact of the country's Covid policy

Catherine Yeung + 8 others | 12 December 2022

Article 3 min read

Asia’s shifting growth model

Will Asian central banks continue to dance to the Fed’s tune?

Martin Dropkin + 2 others | 11 November 2022

Article 4 min read

Equities 2023: Market uncertainty to remain amid tighter policy

We expect a high degree of volatility for global equities in 2023. However, diverging earnings expectations will present select opportunities

Ilga Haubelt + 1 other | 11 November 2022

Podcast 35 min listen

The Investor's Guide to China podcast: China's Next Phase

What's going to happen as we enter a new phase of the Chinese growth story under President Xi Jinping's leadership.

Catherine Yeung + 7 others | 8 November 2022

Podcast 35 min listen

The Investor's Guide to China podcast: Private Markets

So much of the investment conversation is dominated by companies that have already gone public. But it's not always just about listed companies.

Catherine Yeung + 6 others | 29 September 2022

Podcast 47 min listen

The Investor's Guide to China podcast: Engaging with companies in China

To many outsiders, Chinese equity investing might conjure up images of a huge momentum-fuelled market where investors revel in speculation.

Catherine Yeung + 9 others | 14 August 2022

Podcast 33 min listen

The Investor's Guide to China podcast: Common Prosperity

The phrase "common prosperity" has certainly been getting a lot of air time recently, both domestically in China as well as around the world.

Catherine Yeung + 7 others | 7 June 2022

Podcast 34 min listen

The Investor's Guide to China podcast: Supply Chains

Now over two years into this pandemic and the world is still battling some serious supply chain disruptions.

Catherine Yeung + 8 others | 28 April 2022

Blog 6 min read

Remapping China risks

Amid rising investor uncertainty over China-related risks, we assess what’s changed and what hasn’t in the outlook for China’s markets and macro policy.

Salman Ahmed + 3 others | 21 March 2022

Podcast 44 min listen

The Investor's Guide to China podcast: Debt

With debt continuing to be a very strong focus for investors, it’s important to differentiate between good debt and bad debt.

Catherine Yeung + 8 others | 21 March 2022

Article 3 min read

Asia’s shifting growth model

Market leadership continues to evolve across Asia-Pacific, with potential inflation making some markets look more resilient than others.

Martin Dropkin + 3 others | 19 November 2021

Article 7 min read

China Green bonds: sprouting issuance, absent greenium

A key advantage of China’s onshore green bonds that sets them apart from other markets is the lack of price premium over comparable non-green issues.

Martin Dropkin + 4 others | 1 November 2021

Podcast 42 min listen

Rich Pickings podcast: The uncomfortable trade

A reckoning in China, a debt ceiling in the US, soaring energy prices in Europe: we gather the experts to help make sense of it all.

Richard Edgar + 3 others | 5 October 2021

Blog 4 min read

Credit risk at China’s SOEs in focus amid Huarong saga

China’s bond and equity markets have been rattled by concerns that state-owned enterprises could face greater default risk.

Martin Dropkin + 4 others | 4 June 2021

Podcast 34 min listen

The Investor's Guide to China podcast: Trade and growth

"Despite geopolitical friction capital flows to China look set not just to persist but to accelerate," says CIO for Asia Pacific, Paras Anand.

Paras Anand + 4 others | 13 April 2021

Article 3 min read

Fidelity’s August Pulse Survey: Preparing for a second wave of Covid-19

Fidelity’s August Pulse Survey: Preparing for a second wave of Covid-19

Martin Dropkin + 1 other | 19 August 2020

Blog 4 min read

July’s Fidelity International Pulse Survey: Falling costs find some support

July’s Fidelity International Pulse Survey: Falling costs find some support

Martin Dropkin + 2 others | 16 July 2020

Article 4 min read

Proprietary ESG ratings prove their worth

Businesses that perform well on sustainability were more resilient during the Covid-19 crash.

Martin Dropkin + 2 others | 14 July 2020

Article 5 min read

Fidelity International Pulse Survey: 10 months of disruption remain

Fidelity International’s June survey of 149 analysts finds that activity in most sectors and regions is expected to return to a stable level in under a year.

Fiona O'Neill + 2 others | 18 June 2020

Article 5 min read

Fidelity International Pulse Survey: Society’s big moment

Fidelity International's May survey of 145 analysts found that the Covid-19 crisis is focusing companies' attention on social issues.

Martin Dropkin + 2 others | 18 May 2020

Article 3 min read

Fidelity Pulse Survey: The coming solvency squeeze

The global shutdown will put a significant dent in corporate earnings this year, according to 150 Fidelity analysts surveyed this month.

Martin Dropkin + 2 others | 14 April 2020

Article 1 min read

Downgrade risks when zombies become fallen angels

The high yield bond market prepares for an influx of downgraded investment grade debt.

Martin Dropkin + 1 other | 9 April 2020

Podcast 29 min listen

Analyst Survey 2020 podcast: The findings discussed

Hear our experts dissect the findings of Fidelity's annual Analyst Survey and the forecasts of more than 150 analysts across the world.

Richard Edgar + 3 others | 13 February 2020

Article 8 min read

The challenge of investing sustainably in sovereign debt

Engaging with sovereigns is much harder than with companies. But it is well worth the effort for investors and governments.

Jan Berthold + 2 others | 15 April 2019

Podcast 25 min listen

Podcast: Fidelity Analyst Survey 2019

Fidelity's heads of research go in-depth on the findings from this year's Fidelity Analyst Survey.

Richard Edgar + 2 others | 22 February 2019

Video 7 min watch

Analyst Survey 2019: The key findings explained

Fidelity's heads of research evaluate the data from this year's Analyst Survey and show what the findings tell us about the year ahead.

Michael Sayers + 2 others | 22 February 2019

Article 7 min read

The next recession: zombie killer

Zombie companies have grown in number since the financial crisis. The next recession should kill them off.

Martin Dropkin + 1 other | 11 January 2019

Article 5 min read

Fixed Income Outlook 2019: The rise of volatility

Fidelity International's outlook for fixed income markets in 2019

Martin Dropkin | 26 November 2018

Article 15 min read

Uncharted waters: Creating an ESG investment checklist through water sustainability

Uncharted waters: Creating an ESG investment checklist through water sustainability

Jonathan Neve + 5 others | 21 September 2018

Podcast 29 min listen

Has passive peaked?

Passive investing has undergone stellar growth but as monetary policies and market dynamics shift could we be seeing the 'peak' of the passive bull run?

Richard Edgar + 4 others | 4 June 2018

Video 8 min watch

In depth in eight minutes: what the Fidelity Analyst Survey reveals

Capex, China and ESG feature highly as the global sentiment indicator ticks up.

Michael Sayers + 2 others | 20 February 2018

Article 11 min read

Bond covenants: beware of slipping standards late in the cycle

As the market matures, governance standards often become looser - which, in fixed income, is most conspicuous in bond covenants.

Martin Dropkin + 1 other | 11 December 2017

Article 11 min read

Bond covenants: beware of slipping standards late in the cycle

As the market matures, governance standards often become looser - which, in fixed income, is most conspicuous in bond covenants.

Martin Dropkin + 2 others | 11 December 2017

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