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The Investor's Guide to China podcast: In conversation with Louis-Vincent Gave
In this special edition of The Investor’s Guide to China, Catherine Yeung, Investment Director, is joined in Hong Kong by Gavekal's Louis-Vincent Gave.
The Investor's Guide to China podcast: Japanification
When you look at some of the big economic issues China is dealing with today, you quickly realise Japan has been through a lot of the same challenges.
Fundamentals: Navigating China’s $10 trillion local government debt market
Fundamentals: Navigating China’s $10 trillion local government debt market
The Investor's Guide to China podcast: De-dollarisation
When it comes to currencies, it often feels like it's all about the US dollar. Although the greenback has dominated international trade and finance for decades
The Chinese character of sustainable investing
China hasn't gone as far in implementing sustainability principles as others. For investors, this should be both a call to action and a cause for optimism.
Fundamentals: The AI frenzy comes to China
Fundamentals: The AI frenzy comes to China
The Investor's Guide to China podcast: China Consumer
China’s economic rebound hasn’t been as strong as many anticipated.
Fundamentals: Why China’s tentative, two-speed housing market recovery is still on track
China’s residential property market rebound continues at a slow and steady pace, despite diverging performance between new and existing home sales.
The Investor's Guide to China podcast: Decarbonising China
2021 was a big year for the global fight against climate change. China's president, Xi Jinping, again pledged that China would hit peak emissions by 2030.
Fundamentals: What’s next for China’s fully charged electric vehicle battery makers?
China's EV battery makers are facing overcapacity at home and increased competition abroad. But that could be a good thing - for green growth and consumers.
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.
Suisse roll-up
An historic last-minute takeover of Credit Suisse by UBS offers an imperfect solution as regulators seek to contain broader systemic risk.
The Investor’s Guide to China podcast: China’s reopening and supply chains
The Investor’s Guide to China podcast: China’s reopening and supply chains
Fundamentals: China’s reopening and supply chains
China’s reopening and supply chains
The Investor's Guide to China podcast: China's Onshore Markets
China's economy and its markets have faced a number of headwinds in 2022. Slowing growth, geopolitical uncertainty, the impact of the country's Covid policy
The Investor's Guide to China podcast: China's Next Phase
What's going to happen as we enter a new phase of the Chinese growth story under President Xi Jinping's leadership.
The Investor's Guide to China podcast: Private Markets
So much of the investment conversation is dominated by companies that have already gone public. But it's not always just about listed companies.
The Investor's Guide to China podcast: Engaging with companies in China
To many outsiders, Chinese equity investing might conjure up images of a huge momentum-fuelled market where investors revel in speculation.
The Investor's Guide to China podcast: Common Prosperity
The phrase "common prosperity" has certainly been getting a lot of air time recently, both domestically in China as well as around the world.
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.
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.
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?
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.
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.
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.
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.
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.
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.
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.
The Investor's Guide to China podcast: Corporate governance
The Investor's Guide to China podcast: Corporate governance
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.
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.
A sustainable investor’s view on water scarcity in China
China’s water woes represent significant challenges and distinct opportunities for the sustainable investor.
Podcast: Palm oil, Chinese steel and when the environment triumphs
Environmental pressures are beginning to move the tectonic plates of industry. Fidelity's analysts discuss what it can mean for those sectors at the epicentre
Analyst Survey 2019: China's slowdown, seen from the ground
Sentiment towards China for the year ahead is more downbeat than for other geographies but there are some pockets of brightness.
Sector by sector: Analyst Survey 2019
Across 10 sectors, only healthcare analysts showed an improvement in sentiment from last year.
Choose your own adventure: China’s economic destiny
What does it mean for the rest of the world if in a decade's time China becomes the preeminent economic superpower, or gets stuck in the middle-income trap?
Fundamentals podcast: China and the impending smartphone revolution
Fundamentals, Fidelity's investment research podcast, unboxes the next smartphone revolution and discovers why China will be leading the charge.
Changing world, changing risks
Investors need to be braced for a potential shift in market leadership. Will the end of the current cycle will be as peculiar as the rally that preceded it?
China’s rising outbound flows will move global markets
Investment inflows to China's equity markets are only half of the story. Increasingly, outbound investment from mainland China will move global markets.
What MSCI inclusion means for China's biggest soy sauce manufacturer
Companies like Haitian will be opened up to a broader, deeper and more international shareholder base.
China's changing environmental priorities
China is the world's biggest emitter of greenhouse gases but is also becoming a global leader in promoting green investment and fighting pollution.
Region by region: Fidelity Analyst Survey 2018
Including views from analysts covering companies in the US, Europe, Asia, China and Japan - jump straight to your region.
On the ground in China: automation and higher wages
Neil Gough explores a Chinese warehouse adapting to the future.
Implicit exposure: the risks you didn’t know you were taking
Implicit exposures - or unintended risks - are attached to every investment decision.
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