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Chart Room: Time to be ‘semi-cautious’
The rising cycle of global semiconductor stocks has entered its second half, where an easy “buy everything” strategy is no longer appropriate.
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.
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.
Re-globalisation in the age of Asia's supply chain crunch
Even the best-laid plans across the global manufacturing industry haven’t kept pace with a swiftly evolving siege of pressures on supply chains.
On the ground with China's ZTO logistics fleet
Fidelity analysts and portfolio managers engage with China's leading logistics company on the ground in Shanghai.
An express dialogue: ESG engagement in China
Fidelity International worked with China’s biggest express-delivery company on sustainable growth.
China stewardship podcast: Witness an evolution
Hear what exclusive research on shareholder action in China says about the changing face of Chinese companies and their investors.
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.
Oil tankers gush profits as global storage space overflows
Oil tankers are earning windfall profits - but how long can this situation last?
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