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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.
Chart Room: Retail therapy for Japan’s ‘lowflation’ headache
The Bank of Japan has struggled to convince the public that inflation will stick. But recent data shows there could be a shift in consumers’ mentality.
Chart Room: Will the renminbi’s stable attraction woo Asian partners?
While the market traditionally focuses on the renminbi’s performance against the US dollar, we think its relationship with Asian peers deserves more attention.
Chart Room: Earnings, not valuations, will carry China’s rebounding markets forward
Improving corporate earnings are likely to take over from cheap valuations as the main driver in the next stage of the Chinese stock market's rebound.
Chart room: Japan is avoiding the worst of supply-side inflation
Chart room: Japan is avoiding the worst of supply-side inflation
The last of the doves: BoJ unlikely to change course anytime soon
The last of the doves: BoJ unlikely to change course anytime soon
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.
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.
Chart Room: China has fewer reasons to be hawkish
China's short-end rates remain low despite earlier expectations for monetary tightening.
Reflation revives outlook for UK equities
Signs of reflation are sparking hopes that UK equities will benefit from a vaccine-led reopening of the economy.
Chart Room: Chinese stocks, playing catchup, finally retrace 2015 highs
But the rally in China’s main onshore index still lags its US and global counterparts.
Chart Room: China government bond yields catch their breath
Chart Room: China government bond yields catch their breath
Chart Room: Correlations boil and bubble 🎃 and may spell toil and trouble 🦇
In this follow-up special Halloween edition of Chart Room, we look at how correlations are casting a spell over markets.
The inflation puzzle and how to tackle it
Will inflation return despite dis-inflationary forces?
Chart Room: Is disinflation lurking around the corner?
In a bullish signal, the bond market’s short-term expectations for US inflation are back near pre-crisis levels. But are investors being overly optimistic?
Chart Room: Emerging market currencies lag on inflation risks
EM countries are using some of the same monetary and fiscal measures as developed markets. But this could add to rising inflation and currency weakness.
Chart Room: The resilience of China’s onshore stocks
China’s onshore stocks (A-shares) have outperformed their Hong Kong and overseas listed counterparts, but their valuations are relatively undemanding.
Chart Room: Why China government bonds have underperformed other markets
China government bond yields are diverging from other major government bond markets.
Finding genuinely defensive ways to diversify portfolios
What constitutes a defensive asset in the time of Covid-19?
Markets flash volatility on, risk off, but pockets of resilience remain
Risk assets extended their recent selloff, but amid the renewed volatility are some areas of unexpected outperformance.
China stimulus takes aim
We think China's policymakers will focus on more targeted stimulus measures with more localised impact, like this week’s cut to a key policy rate.
Despite macro challenges, pockets of resilience in Chinese corporate earnings
Some bright spots in recent earnings reports suggest interesting opportunities
Trade war tit-for-tat escalates: Views from the investment desk
Volatility has returned to global financial markets following the latest developments in the ongoing trade spat between the US and China.
Trump ratchets up US-China trade war with new tariffs
Donald Trump announced on Twitter this week that he plans to add new import tariffs on $300 billion of Chinese-made products
How to allocate for income in emerging market debt
Exposure to currency risk, credit quality, and corporate or sovereign debt across the EM fixed income space are key considerations when investing for income.
China strikes back at US move with a tariff hike of its own
China strikes back at US move with a tariff hike of its own
US hikes tariffs on Chinese goods: Views from the Asia investment desk
US hikes tariffs on Chinese goods: Views from the Asia investment desk
What does the US-China trade-talk extension mean for investors?
While headlines suggest that the US and China are inching closer to a deal, it’s clear that there are still a range of questions that need to be addressed.
Don’t miss the Asia high-yield opportunity
Investor optimism in China is improving, and Asia's high yield market is looking more attractive than the equity market.
2019 China Outlook- Time to enter the tiger’s den?
We explore the opportunities in China equities and fixed income in 2019.
Trade wars revisited: US politics and impact on China
The US-China trade war relates to the US electoral cycle and to Trump’s image as ‘deal maker’, and also has a longer-term impact on China.
August's Rich Pickings podcast: Could Turkey's turmoils travel?
Is the Turkey crisis isolated or systemic? And if it does spread, where do Fidelity's asset allocators think its effects will be most significant?
Policy tweaks open new opportunities in China and Japan
Recent easing measures in China should support Asian high yield bonds, while we also see value in Japan financials bolstered by the BOJ's ETF purchases.
US-China trade tensions ratchet up
The US has launched another round of tariffs on exports from China, sparking market jitters. But there are reasons to be positive on Chinese equities.
Implicit exposure: the risks you didn’t know you were taking
Implicit exposures - or unintended risks - are attached to every investment decision.
China's tricky tightrope: High debt levels don't spell gloom but China's magic wand is gone
Can Asia’s economic tiger save the cycle, or will its soaring debt bring the world’s economy down?
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This content is for investment professionals only.