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Fundamentals: US consumers are resilient, but for how long?
A soft-landing or a slide into recession? How US consumer spending slows in 2024 may be the difference between one and the other. We dig into the detail.
Chart Room: China’s tourists tiptoe out again
Where tourists went and how they spent during China's first ‘Golden Week’ holiday since zero-Covid ended says a lot about their confidence and changing tastes.
Field Notes: How to weigh China’s barbell-shaped consumer recovery
Despite challenges facing China's economy, some of the country's consumer companies are gaining market share, in some cases by exploring new niche categories.
The Investor's Guide to China podcast: China Consumer
China’s economic rebound hasn’t been as strong as many anticipated.
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.
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.
Chart Room: EVs plug into the mainstream in China
Chart Room: EVs plug into the mainstream in China
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.
Analyst Survey 2022: Sector by sector
Confidence rises, but analysts expect significant differences across sectors.
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.
Macau rebound a test case for China’s outbound travel
The ‘Las Vegas of the East’ is betting its long-standing travel bubble with mainland China can endure.
Sector by sector: Fidelity Analyst Survey 2018
From healthcare and industrials to IT, energy and telecoms: find the sector that interests you.
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