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Chart Room: Watching for cracks amid pressure on China’s local government finances
Some of China’s local government financing vehicles are struggling to service their debts, but not all LGFVs are created equal.
Asia’s shifting growth model
Will Asian central banks continue to dance to the Fed’s tune?
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.
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?
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.
Chart Room: Stronger for longer for China’s renminbi?
Expectations for further renminbi appreciation have risen, but we think short-term gains could be capped from here.
Chart Room: China’s Covid rebound puts the ‘V’ in investment
Fixed asset investment (FAI) in China has recovered to its pre-Covid levels of growth, with infrastructure and property driving the nation’s broader economy.
A shelter from the storm, for now: China’s bond market set to open further
When global fixed income investors scrambled for cover last month, China’s onshore bond market was a rare haven with low volatility and no liquidity crunch.
A Goldilocks moment for China’s monetary policy, but watch for more easing and bond index inclusion
Two events are driving the outlook for China fixed income- easing monetary conditions and the expected inclusion of Chinese bonds in benchmark indexes.
2019 China Outlook- Time to enter the tiger’s den?
We explore the opportunities in China equities and fixed income in 2019.
US-China trade truce makes a real deal more likely
The temporary truce in the US-China trade talks makes a real deal more likely, which would ultimately benefit both countries.
China's easing has not been easy
China’s deleveraging drive has softened, but credit to private companies remains weak. Bigger banks could be pushed to step in.
Falling Markets - the view from Asia
Negative investor sentiment and high volatility are setting the tone but can also provide opportunities to find value in Asia equity and fixed income markets.
For and against China as a standalone allocation
Given its under-representation in traditional indices for both equity and fixed income - should investors focus on China separately?
China's RMB bond market is headed for substantial growth
Fidelity has analysed and forecast the growth for China's onshore RMB bond market - which is substantial. What does this mean for investors?
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