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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.
Video: 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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This content is for investment professionals only.