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The Investor's Guide to China podcast: China Consumer
China’s economic rebound hasn’t been as strong as many anticipated.
Fundamentals: Why China’s tentative, two-speed housing market recovery is still on track
China’s residential property market rebound continues at a slow and steady pace, despite diverging performance between new and existing home sales.
How to invest for China’s next phase
How to invest for China’s next phase
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
Analyst Survey 2023: China poised to lead expansion in Asia
China is entering the Year of the Rabbit poised to bound free from Covid lockdowns, and most Fidelity analysts expect it will be in expansion by end of 2023.
Fundamentals: China’s reopening and supply chains
China’s reopening and supply chains
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.
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.
Q3 Asia Investment Outlook: China recovery likely as restrictions ease
Asia stands in a relatively strong position amid a global reset in markets.
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
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.
Analyst Survey 2022: Region by region
Analyst Survey 2022: Region by region breakdown
Analyst Survey 2022: Mind the roadblocks
Fidelity International Analyst Survey 2022: Mind the roadblocks
Chart Room: 2021’s long goodbye to transitory inflation
Five charts that show the inflationary impact of 2021’s reopening cycle
Fed signals a fast taper as 2022 becomes the new lift-off battleground
Fed signals a fast taper as 2022 becomes the new lift-off battleground
Fed disconnects timelines for tapering and rate rises
At the annual Jackson Hole Symposium, Federal Reserve chairman Powell confirmed that the test of "substantial further progress" on inflation has now been met.
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.
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.
China, the West and the rest: how vaccine rollouts are progressing
With little fanfare, China is firing on all cylinders to vaccinate tens of millions of people, even as domestic spread of the virus appears mild.
Offices are not dead, but they will need to evolve
Despite the surge in working from home in 2020, offices will remain vital for many types of business. But they will need to evolve.
Real estate in 2021: Unique challenges will accelerate structural trends
Offices will continue to be in demand post-Covid, but their usage will evolve.
Real estate in 2021: Unique challenges will accelerate structural trends
Offices will continue to be in demand post-Covid, but their usage will evolve.
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.
Fidelity Leading Indicator signals broad-based recovery
Four out of five FLI sectors are experiencing both growth and acceleration, with only Consumer and Labour lagging.
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.
Fidelity’s August Pulse Survey: Preparing for a second wave of Covid-19
Fidelity’s August Pulse Survey: Preparing for a second wave of Covid-19
Elections in the time of coronavirus and recession
Elections in the time of coronavirus and recession
Hong Kong and the relevance of economic resilience
Markets recently reflected uncertainty over Hong Kong’s status as a centre for international finance, but investors would do well to take a longer-term view.
These 8 charts suggest cautious consumer sentiment in China's Covid-19 rebound
These 8 charts suggest cautious consumer sentiment in China's Covid-19 rebound
The BOJ expands purchases and eases further
The BOJ expands purchases and eases further
How to think about dividend cuts
A spate of dividend reductions or postponements has raised concerns among investors globally. But not all dividend cuts are created equal.
China’s economy is turning the corner after a historically bad GDP contraction
China’s economy is turning the corner after a historically bad GDP contraction
Survival and sustainability
Research into ESG factors and the Feb-March bear market
Outrunning a crisis: Sustainability and market outperformance
Outrunning a crisis: Sustainability and market performance
Valuing companies in an economic shutdown
Methods to value companies will have to adapt to the economic shutdown
China gets back to business
How fast and how fully activity recovers in China will have huge implications for one of the world’s key economic growth engines.
Europe catches coronavirus: Inside the market sell-off
European equity and debt markets flipped from exuberance to pessimism after the coronavirus spread to Northern Italy.
Covid-19: The impact on supply chains
The outbreak of a novel coronavirus from China, known as Covid-19, is putting pressure on supply chains across multiple sectors.
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