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Asia outlook: Riding the growth momentum
China’s economic slowdown and the resilience of the US dollar have dimmed the lustre of Asian economies. But the growth story should continue in 2024.
US midterms and a history of stock market gains
The division of power after US midterm elections has led to calmer stock markets and positive investment returns. 2023 may yet prove more of an exception.
US Elections: As the dust settles
Beyond the elections, the longer-term focus is on the US domestic economy, regionalisation of global trade, and the resilience of emerging and Asian markets.
Mapping US election tail risks: a framework-based approach
Mapping US election tail risks: a framework-based approach
Does the UK election outcome matter for global markets?
Does the UK election outcome matter for global markets?
After European elections, finding consensus amid fragmentation
European elections: the populist wave that was supposed to have swept the more centrist parties failed to materialise
India election: Modi for longer
Fresh mandate to help Modi push for further reforms.
The last tango for Macri?
Argentinian President Mauricio Macri faces a test as negative sentiment pushes Argentinian bond spreads to levels not seen since the pre-Macri era.
Investors to pressure Turkey on economic reforms amid lira volatility
Markets will be seeking a more conventional approach from Turkey on its economic reforms.
Coalition government could be on the cards in India
India’s ruling Bharatiya Janata Party (BJP) will return to the polls between April and May. But this time a coalition government might be on the cards.
Midterms could be good for the US economy
Midterms could be good for the US economy
What to expect from the US midterm elections: Macroeconomic and market implications
Fidelity's cross-asset scenario analysis on potential outcomes from the US midterm elections assesses the macroeconomic and market implications.
Market friendly Bolsonaro’s first round win in Brazilian election should calm investor nerves
Far-right candidate's first-round win could boost markets
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