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The Investor's Guide to China podcast: Demographics
China’s labour pool is shrinking as the population ages. How people save and invest signals challenges and opportunities for China’s pension system.
The Investor's Guide to China podcast: Regulation
How should investors look at a pick-up in regulatory activity that has affected some of China’s biggest and most dynamic companies?
‘Lehman moment’ fears are wide of the mark in China Evergrande fallout
Property developer China Evergrande Group’s debt issues have rattled markets, but comparisons to a ‘Lehman Brothers moment’ look overstated and misdirected.
Chart Room: An inflection point for Chinese equities?
There may be pressure on valuations as international investors adopt a wait-and-see approach, but the long-term outlook continues to be positive.
A podium moment for Japan’s markets, too?
Japan stocks have long been consigned to tactical trading by global investors, but positive catalysts are emerging in a post-Covid inflationary world.
After the selloff, what next for China equities?
A spate of regulatory actions across several sectors in China rattled markets and sent shares tumbling, but some of this selling appears overdone.
Asia could become a top destination for investors driving sustainable change
Asia has been among the top destinations for growth investors in recent decades. Now it could become one of the top markets for sustainable investors.
The Investor's Guide to China podcast: China in the world
"Xi Jingping completely changed the mould," says Louis-Vincent Gave, CEO and Founder of Gavekal.
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.
Flows vs friction
Growth opportunities in post-pandemic Asia are set to propel a long-term boom in equity capital markets, as the region draws in ever greater inflows.
The Investor's Guide to China podcast: Belt and Road
What China's flagship economic initiative can tell investors about the country and where it goes next.
November's Rich Pickings: Outlook 2021
Fidelity's chief investment officers discuss the paths they're taking in the year ahead.
Asia Outlook 2021: Asian economies demonstrate resilience
Asian economies have proved more resilient than Western counterparts due to their better handling of the outbreak and mixed capitalism models.
US Elections: As the dust settles
Beyond the elections, the longer-term focus is on the US domestic economy, regionalisation of global trade, and the resilience of emerging and Asian markets.
The hidden dragon of 2020
As global investors scramble to digest paradigm shifts, another change of seismic scale has gone under-noticed in a year full of twists and turns.
The Investor's Guide to China podcast: Consumers
"Premiumisation and technology-driven innovative business models are two areas where growth potential is underestimated," says Portfolio Manager Hyomi Jie.
China’s recovery may be greener than before, if nascent trends continue
The shoots of China’s post-Covid-19 recovery may be greener than before thanks to proactive government policy, and corporate and investor engagement.
Post-Covid environment offers new testing ground for sustainable growth in China
China’s nascent trend in ESG investing appears to be alive and well despite the disruption caused by the Covid-19 pandemic.
When Wall Street wakes up to Main Street
When Wall Street wakes up to Main Street
Hong Kong and the relevance of economic resilience
Markets recently reflected uncertainty over Hong Kong’s status as a centre for international finance, but investors would do well to take a longer-term view.
The end of the journey to the West: Chinese tech firms come home
The tides of global capital markets have turned for Chinese tech firms. Instead of US listings, they are starting to find greater China more compelling.
The Investor's Guide to China podcast: Technology and innovation
"Artificial intelligence and specifically deep learning is where China is going to be the leader," says Senior Technology Analyst Johnny Tseng.
China’s economy is turning the corner after a historically bad GDP contraction
China’s economy is turning the corner after a historically bad GDP contraction
Crisis drives shift in public/private relationship not seen since WWII
State aid for companies is likely to come with conditions attached.
Not business as usual
Global health, monetary and fiscal policy are converging to triage the worst impacts of the Covid-19 coronavirus outbreak, but they come with a cost.
Three long-term calls
Here are three big themes that are likely to persevere through the current volatility and rotation in market leadership.
A Billy Beane guide to markets
A Billy Beane guide to markets
When the playbook stops working
Why did markets wait so long to sell off in the wake of the Covid-19 coronavirus outbreak?
White paper: Active share and index concentration
We examine active share, and assess how its value as a tool for evaluating portfolios and investment managers can vary with the underlying benchmark index.
The Investor's Guide to China podcast: Environment
Fidelity's China and sustainability experts put the country's environmental record and ambitions under the investment lens.
A growing chasm
Optimism over a trade truce between the US and China is premature. Investors should be prepared for divergence in key areas.
Does the UK election outcome matter for global markets?
Does the UK election outcome matter for global markets?
The Investor's Guide to China podcast: Corporate governance
The Investor's Guide to China podcast: Corporate governance
Investment Outlook Q4 2019: Bending, not breaking
The Investment Outlook is our flagship quarterly outlook publication that outlines our views on all the major asset classes and details the 'house view'.
What Warren Buffett gets wrong about gold
Contrary to Warren Buffett’s complaints about gold, it’s constantly offering useful insights if you look closely enough.
Pushing against the tide
Reports the Trump administration is considering restricting US portfolio flows to China are a cause for concern but would be a challenge to implement.
The Investor's Guide to China: Stock picking
China's businesses operate in a unique environment and understanding that matrix is imperative to those hoping to identify the best companies for investment.
A fork in the road for US corporates
Capital allocation priorities need to evolve to match new corporate purpose.
Fed’s broken policy dial could benefit Asia investors
Political pressure on the Fed to cut rates is only likely to increase.
Investment Outlook Q3 2019: A delicate balance
The Investment Outlook is our flagship quarterly outlook publication that outlines our views on all the major asset classes and details the 'house view'.
An appeal to optimism: The opportunity of the uncertainty premium
The demand for safety since the financial crisis has created an uncertainty premium that investors with a little optimism can take advantage of.
The Investor's Guide to China podcast: Opening Up
Travel deep into China's economy with Fidelity's investment experts. Hear how they're navigating its markets to uncover opportunities and avoid the pitfalls.
An outside view of the US-China trade war
Why investors should not expect a swift resolution to the US-China trade war
US hikes tariffs on Chinese goods: Views from the Asia investment desk
US hikes tariffs on Chinese goods: Views from the Asia investment desk
Why we're calling it Sustainable Investing, not ESG
The term ‘ESG’ struggles to capture the full scope of stakeholders and the off-spreadsheet areas that an organisation needs to manage.
Uncertainty is now at an attractive discount in the UK and elsewhere
Predictability has been at a premium in recent years, but we feel the discount now offered to take on uncertainty offers a long-run opportunity.
Fairytale economics will not enchant markets
Policy makers globally are taking their feet off the spending brakes. This fairytale economics may work, but impact on markets will not unequivocally positive.
Inverting the pyramid
Investors may be misunderstanding the central narrative defining the current market and are therefore at risk of missing opportunities.
Midterms could be good for the US economy
Midterms could be good for the US economy
The future of retirement won't be a cliff-edge goodbye to work
Retirement is a recent concept, and is bound to change as older people live longer and remain more active. The corporate world will have to follow suit.
Risk-off for the US but not for everywhere else
The right response for investors to signs of the US market losing momentum is to hunt for value in areas which have already been aggressively sold down.
Ten years since the crisis: the risks have changed
Investors and policy makers have learned their lessons, but we may be looking in the wrong direction for the next dislocations.
Pulling away: Inequality as an ESG risk
Wealth distribution, emerging threats to the status quo, and why inequality is turning into an important sustainability risk.
Longer cycle, shorter horizons: Governance at the end of the cycle
Why extra scrutiny of corporate governance, especially capital deployment decisions, is necessary towards the end of the cycle.
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