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The New Silk Read

The investor's guide to China, by Fidelity International

China bond defaults signal a coming of age as state safety net shrinks
Blog 3 min read

China bond defaults signal a coming of age as state safety net shrinks

Alvin Cheng + 1 other

24 November 2020

Chart Room: Asia’s export engine supercharged by new trade deal
Article 2 min read

Chart Room: Asia’s export engine supercharged by new trade deal

Ian Samson + 2 others

19 November 2020

China takes aim at trash
Article 5 min read

China takes aim at trash

Bertrand Lecourt + 3 others

11 November 2020

Growth targets take a backseat in China’s new economic plan
Blog 3 min read

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

Lynda Zhou + 2 others

30 October 2020

The hidden dragon of 2020
Blog 3 min read

The hidden dragon of 2020

Paras Anand

27 October 2020

Analyst Pulse Survey: Companies are restructuring, but are they resilient?
Blog 5 min read

Analyst Pulse Survey: Companies are restructuring, but are they resilient?

Terry Raven + 2 others

17 September 2020

Fidelity CIOs: Focus on resilience
Blog 5 min read

Fidelity CIOs: Focus on resilience

Andrew McCaffery + 1 other

3 September 2020

Chart Room: China’s Covid rebound puts the ‘V’ in investment
Blog 2 min read

Chart Room: China’s Covid rebound puts the ‘V’ in investment

Crystal Cui + 3 others

3 September 2020

Chart Room: The resilience of China’s onshore stocks
Blog 2 min read

Chart Room: The resilience of China’s onshore stocks

George Efstathopoulos + 3 others

27 August 2020

China property: Built for the long run
Blog 4 min read

China property: Built for the long run

Ming Gong + 1 other

24 August 2020

The Investor's Guide to China podcast: Consumers
Podcast 30 min listen

The Investor's Guide to China podcast: Consumers

Paras Anand + 8 others

11 August 2020

Chinese banks are due for national service
Blog 4 min read

Chinese banks are due for national service

Monica Li + 2 others

31 July 2020

With nowhere to go, Chinese tourists spend closer to home
Article 4 min read

With nowhere to go, Chinese tourists spend closer to home

Hyomi Jie + 2 others

28 July 2020

Covid health code reveals China’s big data edge
Blog 4 min read

Covid health code reveals China’s big data edge

Tina Tian + 1 other

16 July 2020

Chart Room: Why China government bonds have underperformed other markets
Blog 1 min read

Chart Room: Why China government bonds have underperformed other markets

George Efstathopoulos + 3 others

15 July 2020

Post-Covid environment offers new testing ground for sustainable growth in ...
Article 6 min read

Post-Covid environment offers new testing ground for sustainable growth in ...

Paras Anand + 1 other

2 July 2020

Valuations come to the fore in Hong Kong
Blog 3 min read

Valuations come to the fore in Hong Kong

Dale Nicholls + 1 other

10 June 2020

Hong Kong and the relevance of economic resilience
Blog 4 min read

Hong Kong and the relevance of economic resilience

Paras Anand

28 May 2020

China again primes growth with infrastructure investment
Blog 3 min read

China again primes growth with infrastructure investment

Jing Ning

25 May 2020

The Investor's Guide to China podcast: Technology and innovation
Podcast 41 min listen

The Investor's Guide to China podcast: Technology and innovation

Paras Anand + 7 others

22 May 2020

These 8 charts suggest cautious consumer sentiment in China's Covid-19 rebound
Blog 1 min read

These 8 charts suggest cautious consumer sentiment in China's Covid-19 rebound

Viral Patel

20 May 2020

China’s tourists step out again
Article 4 min read

China’s tourists step out again

Tina Tian + 5 others

7 May 2020

A shelter from the storm, for now: China’s bond market set to open further
Article 4 min read

A shelter from the storm, for now: China’s bond market set to open further

Alvin Cheng + 5 others

23 April 2020

How to think about dividend cuts
Article 1 min read

How to think about dividend cuts

Matthew Jennings + 4 others

20 April 2020

China’s economy is turning the corner after a historically bad GDP contraction
Article 4 min read

China’s economy is turning the corner after a historically bad GDP contraction

Paras Anand + 3 others

17 April 2020

Delayed demand making its return to China’s property market
Blog 4 min read

Delayed demand making its return to China’s property market

Ming Gong + 2 others

8 April 2020

Strong underpinnings to Asia’s investment grade bond market
Blog 2 min read

Strong underpinnings to Asia’s investment grade bond market

Eric Wong + 2 others

3 April 2020

The view from Hong Kong
Blog 4 min read

The view from Hong Kong

Dale Nicholls

2 April 2020

A cautious consumer rebound takes hold in China
Blog 3 min read

A cautious consumer rebound takes hold in China

Ben Li + 3 others

26 March 2020

China and its neighbours reboot supply chains
Blog 3 min read

China and its neighbours reboot supply chains

Fidelity International + 1 other

23 March 2020

Fidelity analysts say China will lead recovery from virus
Article 3 min read

Fidelity analysts say China will lead recovery from virus

George Watson

13 March 2020

China gets back to business
Blog 3 min read

China gets back to business

Bryan Collins

13 March 2020

Outbreak deepens China’s e-commerce push
Blog 4 min read

Outbreak deepens China’s e-commerce push

Tina Tian + 1 other

2 March 2020

How to navigate China's economic lockdown
Blog 5 min read

How to navigate China's economic lockdown

Bryan Collins

19 February 2020

Covid-19: The impact on supply chains
Blog 5 min read

Covid-19: The impact on supply chains

Oliver Trimingham + 2 others

18 February 2020

The Investor's Guide to China podcast: Environment
Podcast 28 min listen

The Investor's Guide to China podcast: Environment

Paras Anand + 3 others

18 February 2020

A growing chasm
Article 4 min read

A growing chasm

Paras Anand

12 February 2020

Ian Samson avatar
Blog 3 min read

Fidelity Leading Indicator signals slowing global growth as coronavirus imp...

Ian Samson + 1 other

11 February 2020

Cool Heads: Coronavirus
Video 5 min watch

Cool Heads: Coronavirus

Richard Edgar

4 February 2020

China’s financial support targets second-order fallout from coronavirus
Blog 4 min read

China’s financial support targets second-order fallout from coronavirus

Lynda Zhou + 1 other

4 February 2020

Coronavirus: Sector impacts and lessons from SARS
Article 6 min read

Coronavirus: Sector impacts and lessons from SARS

Fidelity International

31 January 2020

Coronavirus impact: Fund manager views from Asia
Article 3 min read

Coronavirus impact: Fund manager views from Asia

Fidelity International

29 January 2020

US China Phase 1: Apocalypse Postponed
Blog 3 min read

US China Phase 1: Apocalypse Postponed

Ian Samson

16 January 2020

Beyond the rotting soybeans of the US and China trade dispute
Blog 4 min read

Beyond the rotting soybeans of the US and China trade dispute

Bill McQuaker

15 December 2019

China needs a trade deal more than the US
Blog 2 min read

China needs a trade deal more than the US

Aditya Khowala

27 November 2019