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Why equity investors are rediscovering Japan
Global investors under-allocated to Japanese stocks risk missing out on big improvements in corporate earnings yields and capital returns.
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.
Proxy plays on China’s consumer rebound are all the rage in Paris
Luxury companies have been among the biggest beneficiaries of China’s bounce and are delivering investors exposure without putting money in Chinese companies.
Chart Room: Getting China’s youth back to work
The job prospects are still gloomy for young people in China, and the picture may get worse before it gets better.
Japan’s stock market reform gathers steam
The Tokyo Stock Exchange is taking steps in the right direction on some long overdue reforms, but more still needs to be done.
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.
Asia Quarterly Outlook: Can the East wind prevail?
In Fidelity International's latest quarterly outlook for Asia, we believe the economic outlook in Asia is brightened by China’s reopening.
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.
China’s banks have seen this show before
China’s banks have seen this show before
Inflation’s bite won’t spoil China’s recovery
Spiralling prices were a headache for much of the world in 2022, and some are asking if it’s China’s turn.
Chart Room: Why fixed-asset investment is on the move in China
Investment remains a major driver of China’s economy, but priorities are shifting from property to manufacturing.
China’s property market sparks to life with signs of recovery
Homebuyers are finally back in action in China. We see a rebound in sales activity in mega cities, although consumer confidence remains fickle.
How to invest for China’s next phase
How to invest for China’s next phase
How far can ‘revenge spending’ consumers carry China’s economic rebound?
Chinese consumers’ holiday shopping provided evidence of pent-up demand. With more policy support, consumers will set their sights on bigger ticket items.
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
Chart Room: A hiring spree on the horizon in China
While much of the global economy appears at risk of recession, China is revving up a rebound that’s set to jumpstart the job market.
Fundamentals: China’s reopening and supply chains
China’s reopening and supply chains
Cementing a greener future in China
We see huge environmental value in helping to set a top Chinese cement producer on a greener path.
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 Vegas of the East at a crossroads
Macau’s tourism-dependent economy was hit hard by Covid-19. Now, the Chinese casino hub aims to turn a crisis into an opportunity to reinvent itself.
Fidelity International China Stewardship Report 2022
Gaining traction: Fidelity International China Stewardship Report 2022. A proprietary study of shareholder stewardship, voting and engagement trends in China.
Asia’s shifting growth model
Will Asian central banks continue to dance to the Fed’s tune?
Fidelity's CEO and CIO on how to navigate 2023
Watch Chief Executive Anne Richards and Chief Investment Officer Andrew McCaffery discuss how investors should be approaching the next 12 months
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.
ESG ratings: Seeing the value in divergent views
ESG ratings: Seeing the value in divergent views
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.
What delisting Chinese ADRs from US exchanges does and doesn’t mean for investors
What delisting Chinese ADRs from US exchanges does and doesn’t mean for investors
Q2 Asia Investment Outlook: Region sees opportunity amid volatility
Fidelity International's investment outlook for the second quarter for Asia sees regional opportunity amid the global volatility
CIO podcast: The Asia perspective
Fidelity International's Global CIO Andrew McCaffery discusses his recent trip to Asia and the latest market developments.
Remapping China risks
Amid rising investor uncertainty over China-related risks, we assess what’s changed and what hasn’t in the outlook for China’s markets and macro policy.
The smaller half of China's sky: Fidelity International China Gender Diversity Report
In Fidelity's first report on gender diversity in corporate China, we examine the status quo and offer suggestions on how firms and investors can do better.
Analyst Survey 2022: Region by region
Analyst Survey 2022: Region by region breakdown
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.
Asia’s shifting growth model
Market leadership continues to evolve across Asia-Pacific, with potential inflation making some markets look more resilient than others.
Asia’s shifting growth model
Market leadership continues to evolve across Asia-Pacific, with potential inflation making some markets look more resilient than others.
Chart Room: The kitchen gets hotter for China’s gadget makers
Demographics are weighing on China’s kitchen appliance segment, but competition is heating up at the higher end of the market.
Time to look beyond Evergrande and China’s ‘too big to fail’ era
Property giant China Evergrande’s woes are better understood as a controlled explosion, rather than an unexpected disaster.
‘Lehman moment’ fears are wide of the mark in China Evergrande fallout
Property developer China Evergrande Group’s debt issues have rattled markets, but comparisons to a ‘Lehman Brothers moment’ look overstated and misdirected.
Chart Room: An inflection point for Chinese equities?
There may be pressure on valuations as international investors adopt a wait-and-see approach, but the long-term outlook continues to be positive.
Asia eyes a tantrum-free taper this time
A faster-than-expected tapering by the Federal Reserve remains a risk for Asian bond markets, but investors have been reassured by the latest policy signals.
After the selloff, what next for China equities?
A spate of regulatory actions across several sectors in China rattled markets and sent shares tumbling, but some of this selling appears overdone.
Asia could become a top destination for investors driving sustainable change
Asia has been among the top destinations for growth investors in recent decades. Now it could become one of the top markets for sustainable investors.
Chart Room: Stronger for longer for China’s renminbi?
Expectations for further renminbi appreciation have risen, but we think short-term gains could be capped from here.
Credit risk at China’s SOEs in focus amid Huarong saga
China’s bond and equity markets have been rattled by concerns that state-owned enterprises could face greater default risk.
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.
Chart Room: The rapid rise of digital payments in India
The technological transformation of India’s economy has accelerated in recent years, as can clearly be seen in the accelerating shift to digital transactions.
Chart Room: China has fewer reasons to be hawkish
China's short-end rates remain low despite earlier expectations for monetary tightening.
Why India’s ‘fallen angel’ risk is rising
India’s ballooning debt levels amid a structural growth slowdown have raised the risks of an imminent downgrade by credit ratings agencies.
Flows vs friction
Growth opportunities in post-pandemic Asia are set to propel a long-term boom in equity capital markets, as the region draws in ever greater inflows.
Japanese companies are more sustainable than many believe
ESG is growing in importance for Japanese firms.
China sentiment points to sustained lead in global recovery
Management confidence at Chinese companies is notably higher about the year ahead, as China stages a “first in, first out” recovery from the Covid-19 crisis.
Deep dive on Japan: exporters bolstered by China recovery
Earnings and margins set to grow among Japanese exporters, especially those with large exposure to China.
What’s ahead for China’s markets in the Year of the Ox
Investors keen to see whether China’s bull market can keep charging ahead in the lunar Year of the Ox will be focused on recovery and monetary policy.
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.
New survey finds silver linings to China’s pension challenges
As China faces the formidable task of building a private pension industry from scratch, it can count on the blessing of residents’ financial wellness.
Chart Room: China government bond yields catch their breath
Chart Room: China government bond yields catch their breath
Unlocking India’s structural opportunities: 10 charts
Reforms and new infrastructure paving the way for manufacturing investment and employment will be key to unlocking India’s next stage of development.
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.
Building solid foundations: Fidelity International China Stewardship Report 2020
Fidelity International's inaugural China Stewardship Report shows steady progress in investment stewardship and implementing ESG at domestic A-share companies.
The Investor's Guide to China podcast: Belt and Road
What China's flagship economic initiative can tell investors about the country and where it goes next.
Asia Outlook 2021: Asian economies demonstrate resilience
Asian economies have proved more resilient than Western counterparts due to their better handling of the outbreak and mixed capitalism models.
Chart Room: Asia’s export engine supercharged by new trade deal
Chart Room: Asia’s export engine supercharged by new trade deal
China property: Built for the long run
Facing challenges in their core business of building and selling new homes, Chinese real estate developers have found an alternative source of revenue.
Central banks in emerging markets hop on the bond-buying bandwagon
EM central bankers are taking a page from the developed-market playbook and purchasing local bonds as a way to cushion the blow
Strong underpinnings to Asia’s investment grade bond market
Asia’s investment grade bond market looks attractive as we continue working through the Covid-19 outbreak, and global coordinated stimulus take effect.
Fidelity International on Asset TV - Asia Fixed Income
Luc Froehlich, Global Head of Investment Directing Fixed Income, features on this Asia Fixed Income Masterclass panel.
Fidelity International on Asset TV - Asia Outlook
Dhananjay Phadnis, Portfolio Manager, Fidelity Emerging Asia Fund, features on Asia Outlook Masterclass panel.
Teaming up in Asia to target coal financing
Teaming up with other asset managers in Asia has helped change the behaviour of banks financing coal projects
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.
Falling Markets - the view from Asia
Negative investor sentiment and high volatility are setting the tone but can also provide opportunities to find value in Asia equity and fixed income markets.
For and against China as a standalone allocation
Given its under-representation in traditional indices for both equity and fixed income - should investors focus on China separately?
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.
The spectacular rise of Asia in 12 charts
Charting the shifting balance of economic power from the West to the East.
Why allocating to Japan calls for an active approach
Allocating to Japan requires weighing opportunities against risks. We're positive on Japan's outlook, but will watch issues such as currency fluctuations.
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.
Podcast: Why should I reconsider my allocation to Asia?
Could you be overlooking investment opportunities in Asia? Fidelity's experts discuss the best way to gain exposure to the region.
Rethinking Asia allocations: The investment world's distorted view
Many global investors outside Asia are playing catch up with the region's structural potential even if risks and market valuations cannot be ignored.
MSCI A-share inclusion is a milestone for China’s onshore capital markets
It’s a game-changer for both the mainland and investors, even though, on the face of it, it’s not yet a particularly high-stakes game.
There’s more to Asia than growth
Asia's traditional exposure to growth is attractive, but the region can offer investors many more solutions with its full menu of distinct investment factors.
Why some investors are shifting allocation from EMD to Asia fixed income
Some fixed income investors are increasing their allocations to Asian debt in search of an improved risk–return profile.
Only looking at indices in Asia? You'll miss out on innovators and disruptors
New, innovative companies are beginning to disrupt the old order, reshaping multiple industries and transforming the region.
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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