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Taosha Wang
Article 3 min read

Embracing the ‘Korea discount’

South Korea’s bid to reform its stock market has been met with scepticism, but we see the initiative as a free call option in an already attractive market.

Taosha Wang + 2 others | 16 May 2024

Tomohiro Ikawa
Article 3 min read

Why net zero could be the unlikely answer to Japan’s cross-shareholdings woe

Japan’s push to enhance emissions disclosures has become ensnared in its efforts to reduce cross-shareholdings and may accelerate their unwinding.

Tomohiro Ikawa + 1 other | 10 January 2024

Victoria Mio
Article 2 min read

Chart Room: Why ‘work from anywhere’ doesn’t work everywhere

Our ESG Analyst Survey indicates that WFH is viewed favourably by most companies around the world. But there is one very big exception to the WFH trend: China.

Victoria Mio + 1 other | 28 June 2023

Tomohiro Ikawa
Article 1 min read

Chart Room: Easing Japan’s ‘June jam’ of shareholder meetings

The pile-up of annual general meetings at the end of June in Japan can be a pain for investors, but jams have been easing somewhat in a positive sign.

Tomohiro Ikawa + 1 other | 8 June 2023

Flora Wang
Article 1 min read

Chart Room: Shifting sands in China’s ESG landscape

Fidelity International's survey shows investors and customers are playing an increasingly important role in driving ESG strategies at Chinese companies.

Flora Wang + 1 other | 31 May 2023

Miyuki Kashima
Article 5 min read

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.

Miyuki Kashima + 1 other | 24 May 2023

Dhananjay Phadnis
Article 3 min read

ESG ratings: Seeing the value in divergent views

ESG ratings: Seeing the value in divergent views

Dhananjay Phadnis | 9 October 2022

Tomohiro Ikawa
Blog 3 min read

Waiting for the sequel: Japan’s stock exchange reforms

A highly anticipated round of reform at the Tokyo exchange has left many questions unanswered, but rising ESG awareness shines a light on the way forward.

Tomohiro Ikawa + 1 other | 14 August 2022

Catherine Yeung
Podcast 47 min listen

The Investor's Guide to China podcast: Engaging with companies in China

To many outsiders, Chinese equity investing might conjure up images of a huge momentum-fuelled market where investors revel in speculation.

Catherine Yeung + 9 others | 14 August 2022

Tomohiro Ikawa
Article 4 min read

You’re on mute: Shareholder meetings in the post-Covid era

Shareholder meetings have mostly moved online since Covid's outbreak. But a full and permanent switch to virtual formats would spell drawbacks for governance.

Tomohiro Ikawa + 3 others | 24 March 2022

Anne Richards
Article 3 min read

Bike sheds and powerplants: Corporate governance in an uncertain world

For a board attempting to govern a company in this uncertain world, breaking Parkinson's Law of Triviality has never been so crucial.

Anne Richards | 2 October 2020

Paras Anand

The Investor's Guide to China podcast: Corporate governance

The Investor's Guide to China podcast: Corporate governance

Paras Anand + 2 others | 24 October 2019

Wen-Wen Lindroth
White Paper 19 min read

Populism will change corporate purpose for good

For the first time, there is enough momentum behind it to move permanently from shareholder value maximisation to a more comprehensive, sustainable approach.

Wen-Wen Lindroth + 2 others | 14 January 2019

Jing Ning
Blog 2 min read

The opportunities in China's mixed-bag economy

Despite dismal headlines, China's real economy is more of a mixed bag. Corporates are focusing on shareholder returns and valuations have retreated from peaks.

Jing Ning | 27 November 2018

Adnan Siddique
Video 4 min watch

ESG: Four underappreciated risks

From data breach to economic populism, Fidelity analysts detail their experiences of ESG-related risks they see as often underappreciated.

Adnan Siddique + 1 other | 2 February 2018

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