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Salman Ahmed
Article 5 min read

New world, new playbook

We move into 2023 in a changed world, and the opportunities and challenges will be different for investors going forward.

Salman Ahmed | 23 November 2022

Andrew McCaffery
Article 3 min read

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.

Andrew McCaffery | 18 November 2022

Fidelity International
Article 3 min read

Looking through the gridlock

The initial returns from US midterm elections point to a high likelihood of gridlock in Washington for the next two years.

Fidelity International | 10 November 2022

Fidelity International
Article 4 min read

Time to look beyond market turmoil and focus on China’s long-term growth

Time to look beyond market turmoil and focus on China’s long-term growth

Fidelity International | 27 October 2022

Fidelity International Global Macro & Asset Allocation Team
Article 4 min read

Right-wing Italian coalition brings more risks in Europe

Right-wing Italian coalition brings more risks in Europe

Daniela Jaramillo
Article 3 min read

Dealing with net zero's mining dilemma

Miners' management of their social, political, and environmental risks will be crucial to producing metals the world needs for a net zero transition.

Daniela Jaramillo + 3 others | 27 September 2022

Ario Emami Nejad
Blog 2 min read

Chart Room: Interest rates won’t fix the euro’s problems this time

Chart Room: Interest rates won’t fix the euro’s problems this time

Ario Emami Nejad | 7 September 2022

Leia Ma
Article 2 min read

Chart Room: As others hike rates, can China’s easing policy remain a cut above?

Cuts to the reserve requirement ratio remain China’s monetary policy weapon of choice. How they are wielded highlights the tightrope policymakers must walk.

Leia Ma + 3 others | 12 May 2022

Gita Bal
Article 5 min read

Corporates weigh the cost of long-term Russia exits

Our latest Fidelity International Analyst Survey suggests that for many companies Russia may be un-investable for years to come

Gita Bal + 2 others | 5 May 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

Dale Nicholls
Blog 4 min read

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

Dale Nicholls + 2 others | 26 April 2022

Alvin Cheng
Article 5 min read

China as a new safe haven?

Looming stagflation and war effects have global investors searching for havens. China represents a less conventional option with diversification benefits.

Alvin Cheng + 3 others | 4 April 2022

Fiona O'Neill
Blog 1 min read

Chart Room: Ukraine war adds to inflation and brings further supply chain woes

As the appalling human cost of the war in Ukraine continues to grow, the knock-on effects for the global economy are also becoming clearer.

Fiona O'Neill + 4 others | 17 March 2022

Andrew McCaffery
Article 5 min read

A time for cool heads as the world order shifts

Russia’s war in Ukraine has raised fears of profound fissures in the global economic and geopolitical balance, while casting scrutiny on China’s stance.

Andrew McCaffery | 16 March 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

Andrew McCaffery
Article 3 min read

Searching for safe havens amid a stagflation shock

High inflation and damaged growth will define the macro outlook for several quarters

Andrew McCaffery + 3 others | 8 March 2022

Andrew McCaffery
Article 4 min read

Fidelity CIO: Stagflationary consequences of Ukraine crisis intensify policy dilemma

An environment of stagflation is increasingly likely to be maintained rather than to ease off over the coming months.

Andrew McCaffery | 24 February 2022

Paras Anand
Podcast 33 min listen

The Investor's Guide to China podcast: Regulation

How should investors look at a pick-up in regulatory activity that has affected some of China’s biggest and most dynamic companies?

Paras Anand + 7 others | 13 October 2021

Paras Anand
Article 4 min read

After the selloff, what next for China equities?

A spate of regulatory actions across several sectors in China rattled markets and sent shares tumbling, but some of this selling appears overdone.

Paras Anand + 2 others | 29 July 2021

Marton Huebler
Article 1 min read

Chart Room: Emerging market currencies left behind as commodity prices soar

The close relationship between commodity prices and emerging market currency returns has broken down this year.

Marton Huebler | 8 July 2021

Paras Anand
Blog 2 min read

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.

Paras Anand | 8 November 2020

Dale Nicholls
Blog 3 min read

Valuations come to the fore in Hong Kong

Hong Kong equity valuations have been torpedoed by a slew of negative events, we see opportunities here for long-term investors.

Dale Nicholls + 1 other | 10 June 2020

Ian Samson
Article 2 min read

Chart Room: Mobility data shows most economies are rebounding slowly

Economic activity is being determined by virus response rather than slower-moving traditional industrial cycles. We need to adjust our toolkits accordingly.

Ian Samson + 2 others | 28 May 2020

Paras Anand
Blog 5 min read

The end of the journey to the West: Chinese tech firms come home

The tides of global capital markets have turned for Chinese tech firms. Instead of US listings, they are starting to find greater China more compelling.

Paras Anand + 1 other | 27 May 2020

Fidelity International
Blog 3 min read

China and its neighbours reboot supply chains

As China’s economy emerges from lockdown, activity across Asia’s sprawling network of factories, ports and logistics hubs is picking up.

Fidelity International + 1 other | 23 March 2020

Ian Samson
Blog 3 min read

US China Phase 1: Apocalypse Postponed

'Phase 1’ of the US- China trade pact reveals no credible path forward, so instead the two sides have chosen to stand still

Ian Samson | 16 January 2020

Ian Samson
Blog 2 min read

Fidelity Leading Indicator: Still strong but approaching the limit

The Fidelity Leading Indicator's acceleration is circling back towards zero after a period of strong improvement.

Ian Samson + 1 other | 14 January 2020

Bill McQuaker
Blog 4 min read

Beyond the rotting soybeans of the US and China trade dispute

Looking at the big picture on global protectionism

Bill McQuaker | 15 December 2019

Fidelity International
Video 6 min watch

Cool Heads: UK election result positive for markets, but not a game changer

The Conservatives have won the UK election, making Brexit more likely. Markets have rallied on the news, but longer-term implications remain unclear.

Fidelity International | 13 December 2019

Paul Greer
Article 3 min read

Emerging market debt in the 2020s: Green trade wars and a land of opportunity

What will the next decade bring for emerging market debt investors?

Paul Greer | 6 December 2019

Casey McLean
Blog 5 min read

Impact scenarios for Asia’s own trade standoff: Japan and South Korea

An ongoing dispute between Japan and South Korea could have wider ripples across the global supply chain.

Casey McLean + 2 others | 24 October 2019

Fidelity International
Video 6 min watch

Cool Heads: Bill McQuaker and Charlotte Harington on geopolitical risk

Bill McQuaker and Charlotte Harington discuss the rise of geopolitical uncertainty and what investors can do to combat it.

Fidelity International | 22 October 2019

Fidelity International
Video 5 min watch

Cool Heads: Alex Wright on UK equities beyond Brexit

Portfolio manager Alex Wright talks about how UK companies are faring amid Brexit uncertainty and the impact on corporate earnings

Fidelity International | 17 October 2019

Fidelity International
Article 1 min read

Cool Heads: Fidelity CEO Anne Richards on Brexit and fragmentation

Watch our new series Cool Heads, in which Fidelity investors cut through the noise to focus on what really matters.

Fidelity International | 16 October 2019

Andrea Iannelli
Article 4 min read

Another hot summer for Italian assets

After several months of relative calm and a strong performance, Italian assets have again come under pressure amid political turmoil.

Andrea Iannelli + 2 others | 9 August 2019

Bryan Collins
Blog 3 min read

Is seven an unlucky number for China’s currency?

China’s renminbi weakened past the seven per US dollar mark for the first time in more than ten years.

Bryan Collins + 4 others | 5 August 2019

George Efstathopoulos
Blog 1 min read

Trump ratchets up US-China trade war with new tariffs

Donald Trump announced on Twitter this week that he plans to add new import tariffs on $300 billion of Chinese-made products

George Efstathopoulos | 2 August 2019

Bill McQuaker
Article 3 min read

The grand strategy behind the US-China ‘soap opera’

The US-China trade war features a cast of colourful characters. But behind the spat lies a bigger battle for global economic supremacy.

Bill McQuaker | 29 July 2019

Amit Lodha
Article 10 min read

Is the end of globalisation the end of global investing?

Equities Portfolio Manager Amit Lodha shares his insights on the challenges to globalisation and the implications for investors in global equities.

Amit Lodha | 5 July 2019

Jing Ning
Blog 2 min read

With US-China trade talks back on track, investors’ focus turns to China economy

With US-China trade talks back on track, investors’ focus turns to China economy

Jing Ning + 3 others | 2 July 2019

Ian Samson
Article 2 min read

US-China G20 trade talks: “Back on track” to destination unknown

US-China G20 trade talks: “Back on track” to destination unknown

Ian Samson | 1 July 2019

Jeremy Ocansey
Blog 4 min read

US-China trade wars: What to expect from the G20

US President Donald Trump and China’s President Xi Jinping are expected to hold an informal meeting at the G20 Summit in Osaka, Japan on June 28-29.

Jeremy Ocansey | 25 June 2019

Catherine Yeung
Article 2 min read

China bank shares tumble on US ruling that could trigger penalties

Shares declined on news that linked three Chinese banks to a US judge’s finding of contempt of court in a case related to North Korean sanctions violations.

Catherine Yeung | 25 June 2019

Bill McQuaker
Blog 2 min read

Renewed trade tensions buck the rally

Policy action is now driving market sentiment

Bill McQuaker | 30 May 2019

Tiago Parente
Blog 5 min read

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

Tiago Parente | 28 May 2019

Paras Anand
Blog 2 min read

An outside view of the US-China trade war

Why investors should not expect a swift resolution to the US-China trade war

Paras Anand | 15 May 2019

George Efstathopoulos
Blog 3 min read

China strikes back at US move with a tariff hike of its own

China strikes back at US move with a tariff hike of its own

George Efstathopoulos + 2 others | 14 May 2019

Paras Anand
Blog 3 min read

US hikes tariffs on Chinese goods: Views from the Asia investment desk

US hikes tariffs on Chinese goods: Views from the Asia investment desk

Paras Anand + 4 others | 10 May 2019

Andressa Tezine
Article 1 min read

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.

Andressa Tezine | 26 April 2019

Tiago Parente
Article 6 min read

European Parliament elections: Bond investors brace for a populist takeover

The EU elections could inject political risk into sovereign bond markets, making the election results a ‘must-watch’ event for fixed-income investors.

Tiago Parente + 3 others | 26 April 2019

Peck Lim Tan
Blog 1 min read

Indonesia election brings short-term relief but long-term uncertainty

The victory of Indonesian incumbent Jokowi is a good outcome for markets in the short term but the longer-term implications are less clear.

Peck Lim Tan | 23 April 2019

George Watson
Article 4 min read

Analyst Survey 2019: The Trump bump is over

Corporate concerns about the administration’s approach are mounting, and the net impact on companies is now expected to be negative.

George Watson + 1 other | 22 February 2019

Akash Tillu
Blog 2 min read

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.

Akash Tillu | 31 January 2019

Anna Stupnytska
Blog 2 min read

Brexit vote: Next steps

What next for Brexit after Prime Minister Theresa May's historic defeat?

Anna Stupnytska + 3 others | 17 January 2019

Alex Duffy
Blog 6 min read

US trade tariffs and China: assessing the real impact

Tariffs aren’t the most important factor in the trade dispute between the United States and China. Instead, watch China’s balance of payments position

Alex Duffy | 20 December 2018

Sandeep Kothari
Blog 2 min read

State election results and RBI governor’s exit do not change India’s long-term investment thesis

State election results and RBI governor’s exit do not change India’s long-term investment thesis

Sandeep Kothari + 1 other | 13 December 2018

Raymond Ma
Blog 1 min read

US-China trade truce makes a real deal more likely

The temporary truce in the US-China trade talks makes a real deal more likely, which would ultimately benefit both countries.

Raymond Ma + 2 others | 3 December 2018

Anna Stupnytska
Blog 5 min read

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.

Anna Stupnytska + 1 other | 1 November 2018

Andrea Iannelli
Article 7 min read

Italy budget: The fight has only just begun

The bond market is taking a very negative view on Italy's budget, and we expect more volatility as negotiations with the European Commission continue.

Andrea Iannelli + 1 other | 24 October 2018

Paras Anand
Blog 2 min read

Ten years since the crisis: the risks have changed

Investors and policy makers have learned their lessons, but we may be looking in the wrong direction for the next dislocations.

Paras Anand | 31 August 2018

Paul Greer
Blog 3 min read

As global liquidity tightens, Argentina’s troubles will continue

Argentina markets will remain vulnerable because of specific challenges, but all emerging markets are suffering from tightening global liquidity.

Paul Greer | 30 August 2018

Tim Orchard
Blog 4 min read

US-China trade tensions: Why investors should mind the fundamentals

US-China trade tensions: Why investors should mind the fundamentals

Tim Orchard | 14 August 2018

Jan Berthold
Blog 2 min read

US sanction pressure against Russia will keep rising

The last few years have seen a continued worsening of diplomatic relations between Russia and the US - and this trend will probably persist.

Jan Berthold | 9 August 2018

Bill McQuaker
Blog 3 min read

Grit in the machine: Assessing the US-China trade war impact for investors

There are two ways the US-China trade war situation could play out for investors, depending on US policymakers’ motives for the current action.

Bill McQuaker | 8 August 2018

Anna Stupnytska
Blog 1 min read

No surprises as the Fed sticks to the plan, for now

There were no surprises as the Fed stuck to the plan, and for good reason: data is strong and inflation on track.

Anna Stupnytska | 1 August 2018

Paul Greer
Blog 2 min read

Turkey’s interest rate hold is a policy mistake

Turkey’s inaction on the benchmark interest rate is a major policy mistake, undoing much of the good of the rate rises in Q2.

Paul Greer | 24 July 2018

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