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Catherine Yeung
Podcast 25 min listen

The Investor's Guide to China podcast: Transition materials

Exploring the critical role of transition materials — such as lithium and cobalt, essential to developing and deploying clean energy technologies.

Catherine Yeung + 7 others | 20 December 2023

Karen Zhou
Article 2 min read

Chart Room: Why China is all aglitter over gold

China’s onshore gold price premium has expanded, spurring cross-border arbitrage and calling for stronger policy measures to shore up confidence.

Karen Zhou + 2 others | 28 September 2023

Amber Stevenson
Article 1 min read

Chart Room: EM and commodities have decoupled - but for how long?

The relationship between EMs and commodities has come under pressure. But a closer look at the two asset classes suggests that the old order could be restored.

Amber Stevenson | 27 July 2023

Eric Tse
Article 3 min read

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.

Eric Tse + 3 others | 29 March 2023

Gita Bal
Article 4 min read

Analyst Survey 2023: Inflation relief in sight

Fidelity International's annual Analyst Survey suggests cost pressures for companies will peak by the end of the first quarter of 2023.

Gita Bal + 1 other | 10 January 2023

Laura Stafford
Article 3 min read

Fundamentals: After a volatile year, how low can commodities go?

Fundamentals: After a volatile year, how low can commodities go?

Laura Stafford + 2 others | 8 December 2022

James Richards
Article 3 min read

Mining graduates are a crucial green building block

Winning over graduates and universities is the latest challenge facing miners struggling to deliver the metals needed for the net zero transition.

James Richards + 2 others | 21 November 2022

Aditya Khowala
Article 2 min read

Chart Room: Supercharged commodities spell a regime change for investing

Demand for real assets neglected in the pandemic could be set to surge as the world shifts to a new, sustainable paradigm, but there will also be more pain

Aditya Khowala + 2 others | 16 June 2022

Ben Li
Article 7 min read

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.

Ben Li + 5 others | 28 April 2022

Eric Tse
Blog 2 min read

Chart Room: Pole position for China’s electric autos

Despite rising materials costs, supply bottlenecks, and cloudy global macro conditions, China’s electric vehicle sector still looks charged for growth.

Eric Tse + 3 others | 6 April 2022

Fiona O'Neill
Article 6 min read

Titanium and planes: Ukraine conflict spells new hit for global supply chains

The invasion of Ukraine and lockdowns in Asia signal more disruption for corporate supply chains, just as companies thought they were recovering from Covid-19

Fiona O'Neill | 4 April 2022

James Richards
Article 2 min read

Chart Room: Russia’s war in Ukraine is making metals more precious at any price

Russia’s invasion of Ukraine is causing severe disruption to European commodity markets, exacerbating low inventories and threatening outright shortages.

James Richards + 2 others | 10 March 2022

Henk-Jan Rikkerink
Article 2 min read

Markets shift as Ukraine consequences spread

While the humanitarian impact of the war in Ukraine grows by the day, the economic effects are also mushrooming

Henk-Jan Rikkerink | 9 March 2022

Sherry Qin
Blog 1 min read

Chart Room: China’s EV industry is charged for growth

The combination of falling battery costs and rising adoption rates means China's EV industry is charged for growth.

Sherry Qin + 3 others | 26 May 2021

Louise Fribourg
Blog 2 min read

Chart Room: An uneven supercycle for commodities?

Most commodity prices have been strong this year, spurring talk of a potential supercycle. But the returns could be more dispersed from here.

Louise Fribourg + 3 others | 20 May 2021

Nick Price
Blog 2 min read

Chart Room: EM outperformance could be sustained, if commodities are a guide

This week’s Chart Room shows the historical correlation of EM equities with commodities, which suggests that the breakout could be sustained.

Nick Price + 1 other | 8 April 2021

Tigran Manukyan
Article 3 min read

Using gold to hedge an extreme world

Gold can act as a useful hedge against future financial distress and potential selloffs in risk assets

Tigran Manukyan | 27 July 2020

Oscar Hutchinson
Blog 3 min read

Seeing red: How long can the iron ore rally last?

Seeing red: How long can the iron ore rally last?

Oscar Hutchinson | 24 July 2019

Randy Cutler
Blog 2 min read

Oil prices: What's the story?

Oil has plummeted since early October. Political manoeuvring and technical selling are exacerbating the decline, and the sell-off is likely to be overdone.

Randy Cutler | 25 November 2018

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