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Yi Hu

Yi Hu - Investment Writer

Blog 2 min read

Chart Room: Why stock-bond correlations are turning positive

In the wake of Covid-19, US tech and consumer discretionary firms are leading a departure from the negative correlation between equities and bonds.

George Efstathopoulos + 2 others | 15 July 2021

Blog 4 min read

Macau rebound a test case for China’s outbound travel

The ‘Las Vegas of the East’ is betting its long-standing travel bubble with mainland China can endure.

Alex Zhang + 2 others | 5 July 2021

Article 5 min read

Many hands can make ESG work

Collaborative engagement by investors can be a more effective way to persuade companies to act sustainably, yet the practice is far from common.

Yi Hu | 14 June 2021

Article 5 min read

An express dialogue: ESG engagement in China

Fidelity International worked with China’s biggest express-delivery company on sustainable growth.

Terence Tsai + 1 other | 26 May 2021

Article 3 min read

China sentiment points to sustained lead in global recovery

Management confidence at Chinese companies is notably higher about the year ahead, as China stages a “first in, first out” recovery from the Covid-19 crisis.

Yi Hu | 1 March 2021

Article 8 min read

Analyst Survey 2021: Region by region

Here we look at what Fidelity International's analysts say will be the prevailing regional trends over the next 12 months.

Bob Chen + 1 other | 1 March 2021

Blog 3 min read

What’s ahead for China’s markets in the Year of the Ox

Investors keen to see whether China’s bull market can keep charging ahead in the lunar Year of the Ox will be focused on recovery and monetary policy.

Victoria Mio + 3 others | 7 February 2021

Blog 4 min read

China, the West and the rest: how vaccine rollouts are progressing

With little fanfare, China is firing on all cylinders to vaccinate tens of millions of people, even as domestic spread of the virus appears mild.

Yuanlin Lang + 1 other | 28 January 2021

Blog 3 min read

Growth targets take a backseat in China’s new economic plan

Domestic consumption and technology growth will be prioritised as the government reveals overarching guidelines for the country’s 14th five-year plan.

Lynda Zhou + 2 others | 30 October 2020

Article 4 min read

Boosting sea legs

The Covid-19 pandemic has left numerous seafarers stranded. Fidelity is acting fast to sound the alarm on an issue of global humanitarian concern.

Flora Wang + 2 others | 15 September 2020

Blog 4 min read

China property: Built for the long run

Facing challenges in their core business of building and selling new homes, Chinese real estate developers have found an alternative source of revenue.

Ming Gong + 1 other | 24 August 2020

Blog 4 min read

Chinese banks are due for national service

As governments around the world exhaust their policy arsenals to save economies, China is reaching for a secret weapon unrivaled by most countries.

Monica Li + 2 others | 31 July 2020

Blog 4 min read

Covid health code reveals China’s big data edge

A key to China’s success in containing the coronavirus, the health code’s propagation evinces a major advantage in big data development.

Tina Tian + 1 other | 16 July 2020

Blog 3 min read

Valuations come to the fore in Hong Kong

Hong Kong equity valuations have been torpedoed by a slew of negative events, we see opportunities here for long-term investors.

Dale Nicholls + 1 other | 10 June 2020

Article 4 min read

China’s tourists step out again

Over 100 million travellers in China hit the road over the five-day May Day holiday, the first big test for tourism since lockdowns started being lifted.

Tina Tian + 5 others | 7 May 2020

Article 4 min read

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.

Alvin Cheng + 5 others | 23 April 2020

Article 1 min read

How to think about dividend cuts

A spate of dividend reductions or postponements has raised concerns among investors globally. But not all dividend cuts are created equal.

Matthew Jennings + 4 others | 20 April 2020

Article 4 min read

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

Paras Anand + 3 others | 17 April 2020

Blog 3 min read

A cautious consumer rebound takes hold in China

Chinese consumers are offering a ray of hope in the economic wreckage from the Covid-19 coronavirus

Ben Li + 3 others | 26 March 2020

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