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Jenn-Hui Tan
Article 4 min read

Overview: ESG 2.0

An ESG evolution is underway.

Jenn-Hui Tan | 25 July 2022

Andrew Peretti
Article 2 min read

Getting ahead of India’s settlement reform

India’s plan to shorten the settlement period for stock trading may create significant upheaval for market participants and investors

Andrew Peretti + 1 other | 20 July 2022

Ming Gong
Article 3 min read

China’s property downturn may have found a floor

The government’s will to reform a wayward real estate industry is balanced against the more urgent task of reviving a slowing economy.

Ming Gong + 3 others | 12 July 2022

Catherine Yeung
Podcast 33 min listen

The Investor's Guide to China podcast: Common Prosperity

The phrase "common prosperity" has certainly been getting a lot of air time recently, both domestically in China as well as around the world.

Catherine Yeung + 7 others | 7 June 2022

Miyuki Kashima
Article 3 min read

Now and zen: Japan’s quiet rise

Inflation may be a scourge elsewhere, but Japan is unruffled. Instead, the world’s third-largest economy is showcasing its appeal to investors.

Miyuki Kashima + 1 other | 15 May 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

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

Aneta Wynimko
Article 4 min read

Just the ticket: Fashion consumers want more clarity from retailers on sustainability

What’s in a label? Specialist reaction-time testing suggests clearer signalling on sustainability could play a role in turning the tide on what consumers buy.

Aneta Wynimko + 4 others | 7 April 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

Fidelity International Global Macro & Asset Allocation Team
Blog 2 min read

Chart Room: Fingers in the punch bowl

Central bankers seeking to deploy rate hikes against inflation risk collateral damage as tighter policy threatens already swollen debt servicing costs.

Tomohiro Ikawa
Article 4 min read

ESGenius: Boosting board independence in Japan

Regulatory reforms have created new opportunities for active shareholders to engage with Japanese companies on key governance issues like board independence.

Tomohiro Ikawa + 1 other | 16 December 2021

Paras Anand
Podcast 43 min listen

The Investor's Guide to China podcast: Demographics

China’s labour pool is shrinking as the population ages. How people save and invest signals challenges and opportunities for China’s pension system.

Paras Anand + 10 others | 23 November 2021

Terry Raven
Blog 1 min read

Chart Room: What policies will push companies towards net zero?

The carrot is more effective than the stick, according to a survey of Fidelity International analysts.

Terry Raven | 18 November 2021

Martin Dropkin
Article 7 min read

China Green bonds: sprouting issuance, absent greenium

A key advantage of China’s onshore green bonds that sets them apart from other markets is the lack of price premium over comparable non-green issues.

Martin Dropkin + 4 others | 1 November 2021

Terry Raven
Article 3 min read

Carbon pricing is coming but watch out for greenflation

Carbon pricing is an inescapable tool in the race to net zero, according to Fidelity International’s latest Analyst Survey.

Terry Raven + 2 others | 27 October 2021

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

Terrence Pang
Blog 3 min read

Time to look beyond Evergrande and China’s ‘too big to fail’ era

Property giant China Evergrande’s woes are better understood as a controlled explosion, rather than an unexpected disaster.

Terrence Pang + 3 others | 24 September 2021

Paras Anand
Article 2 min read

‘Lehman moment’ fears are wide of the mark in China Evergrande fallout

Property developer China Evergrande Group’s debt issues have rattled markets, but comparisons to a ‘Lehman Brothers moment’ look overstated and misdirected.

Paras Anand | 24 September 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

Martin Dropkin
Blog 4 min read

Credit risk at China’s SOEs in focus amid Huarong saga

China’s bond and equity markets have been rattled by concerns that state-owned enterprises could face greater default risk.

Martin Dropkin + 4 others | 4 June 2021

Amit Goel
Article 4 min read

Unlocking India’s structural opportunities: 10 charts

Reforms and new infrastructure paving the way for manufacturing investment and employment will be key to unlocking India’s next stage of development.

Amit Goel + 2 others | 9 December 2020

Alvin Cheng
Blog 3 min read

China bond defaults signal a coming of age as state safety net shrinks

Bond defaults by state-owned enterprises have rattled China’s onshore credit markets. We see this as an important if painful step in curtailing moral hazard.

Alvin Cheng + 1 other | 24 November 2020

Bertrand Lecourt
Article 5 min read

China takes aim at trash

A massive nationwide effort is underway to improve China's waste management systems.

Bertrand Lecourt + 3 others | 11 November 2020

Monica Li
Blog 4 min read

Chinese banks are due for national service

As governments around the world exhaust their policy arsenals to save economies, China is reaching for a secret weapon unrivaled by most countries.

Monica Li + 2 others | 31 July 2020

Anne Richards
Article 3 min read

Public equity markets are flagging when we need them the most

Revived public equity markets will be needed to recapitalise additional debt burdens resulting from the Covid-19 crisis response.

Anne Richards | 3 June 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

Paras Anand
Blog 2 min read

Not business as usual

Global health, monetary and fiscal policy are converging to triage the worst impacts of the Covid-19 coronavirus outbreak, but they come with a cost.

Paras Anand | 26 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

Sumant Wahi
Blog 3 min read

ESGenius: Regulation bites the tech giants, but does it have teeth?

It remains uncertain whether this amounts to a real change in the way companies use data, or if these changes are only being implemented to appease regulators.

Sumant Wahi | 28 November 2019

Katsumi Ishibashi
Article 5 min read

Japan’s experience offers lessons for China’s financial sector reform

Japan offers China a lesson: postponing action on bad loans for years risks both the domestic economy and the country’s credibility with global investors.

Katsumi Ishibashi + 1 other | 16 September 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

Alvin Cheng
Blog 3 min read

In Baoshang Bank takeover, China takes aim at moral hazard

The recent move by regulators in China to take over Baoshang Bank marks a significant event in the development and liberalisation of China’s capital markets.

Alvin Cheng + 1 other | 5 June 2019

Matthew Roberts
Article 7 min read

A Sustainable Investing checklist for UK pension trustees

UK pension fund trustees should prepare for tougher legal obligations when new government rules come into force later this year.

Matthew Roberts + 1 other | 15 April 2019

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

Bryan Collins
Blog 4 min read

China's easing has not been easy

China’s deleveraging drive has softened, but credit to private companies remains weak. Bigger banks could be pushed to step in.

Bryan Collins + 4 others | 20 November 2018

Hiroki Sampei
Article 5 min read

ESG leadership: Japan steps forward as the US steps back

When it comes to policy leadership in the arena of environmental, social and governance factors, Japan is stepping up even as the US is stepping back.

Hiroki Sampei + 1 other | 5 April 2018

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