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Amit Goel
Article 4 min read

Asia’s new bubble: Finding value in India’s IPO boom

Mumbai has overtaken Hong Kong as Asia's centre for IPOs. While India’s listing boom appears frothy, we still think there are smart investments to be made.

Amit Goel + 2 others | 11 June 2024

Penn Bowers
Article 2 min read

Chart Room: Japan’s stock train leaves behind train stocks

Business is back on the rails for Japanese train companies, but their stock prices remain largely stuck in the Covid era.

Penn Bowers + 1 other | 31 May 2024

Jenn-Hui Tan
Article 6 min read

ESG Analyst Survey: Between targets and transition

More companies are struggling to achieve net zero carbon emissions . But there is reason to believe they will soon ramp up their efforts.

Jenn-Hui Tan | 24 May 2024

Peiqian Liu
Article 2 min read

Chart Room: Why China is doing more to heal property pains

An in-depth look at the first-quarter GDP figures sheds light on why the much-needed policy support comes now.

Peiqian Liu + 1 other | 17 May 2024

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

Tina Tian
Article 2 min read

The quiet comeback of two of China’s battered sectors

As policymakers shift their attention to promoting growth, China's online gaming and tutoring sectors are returning to health - in two quite different ways.

Tina Tian + 3 others | 15 May 2024

Lei Zhu
Article 3 min read

Unlocking alpha: How global investors can play China’s onshore bonds

There's room for alpha in China’s top-rated bonds, which account for a significant part of global fixed income indexes and benefit from macro headwinds.

Lei Zhu + 3 others | 3 May 2024

Tae Ho Ryu
Article 3 min read

Asia high yield is not just China now

Worried by the risks of investing in Chinese bonds? The make-up of the Asian high yield debt market has changed.

Tae Ho Ryu + 3 others | 29 April 2024

Alex Dong
Article 1 min read

Chart Room: China’s sportswear sector on the right track

In China’s slowing economy, sportswear remains one of a small number of industries underpinned by solid domestic demand.

Alex Dong + 1 other | 4 April 2024

Lynda Zhou
Article 4 min read

Asian stocks enter the dividend age

China, Japan, and South Korea have expanded efforts to push companies for higher dividends. Can government reforms unlock the value of dividend stocks in Asia?

Lynda Zhou + 2 others | 3 April 2024

Ben Traynor
Article 3 min read

The three Rs of systematic investing

What does 'systematic' mean and why do we take this approach to investing?

Ben Traynor | 2 April 2024

Fiona O'Neill
Article 2 min read

Chart room: Bubble trouble? Not yet, say Fidelity analysts

Our latest monthly survey shows analysts are not worried about company valuations - yet.

Fiona O'Neill + 1 other | 28 March 2024

Hyomi Jie
Article 4 min read

Field Notes: How hard times are building strong companies in China

It’s no secret that China’s consumers are feeling cautious right now. Companies are having to adapt, which should leave winners stronger in the long run.

Hyomi Jie + 1 other | 27 March 2024

Alvin Cheng
Article 1 min read

Chart Room: Why Chinese investors love ultra-long bonds

Chinese investors are hoping to lock in higher yields as the market ramps up bets that the PBoC will cut interest rates to support the economic recovery.

Alvin Cheng + 2 others | 22 March 2024

Olivier Simon-Vermot
Article 2 min read

US high yield may be less stretched than you think

US high yield may be less stretched than you think

Olivier Simon-Vermot + 2 others | 20 March 2024

Terence Tsai
Article 2 min read

Chart Room: Time to be ‘semi-cautious’

The rising cycle of global semiconductor stocks has entered its second half, where an easy “buy everything” strategy is no longer appropriate.

Terence Tsai + 2 others | 14 March 2024

Elroy Ng
Article 4 min read

What investors should know about Asean’s ecommerce war

The ecommerce giants of Asean are largely mired in stiff competition and weak earnings. But we think their woes are just the growing pains of a young market.

Elroy Ng + 2 others | 11 March 2024

Hyomi Jie
Article 3 min read

Will an older China unleash the potential for homegrown medical tech?

China's adverse demographic trend may bring rosy prospects to Chinese medical equipment makers, which are gaining market share from foreign rivals.

Hyomi Jie + 2 others | 5 March 2024

Ruiheng Wang
Article 2 min read

Chart Room: What Japan’s ‘mother machines’ tell us about the world’s manufacturing pulse

The recent trend in Japan’s machine tool orders paints a positive picture for manufacturing in 2024. But investors should be wary of unchartered territory.

Ruiheng Wang + 1 other | 22 February 2024

Patrick Graham
Article 2 min read

Chart Room: Who’s afraid of the large language model?

After a breakthrough year of hype and high investment, Fidelity’s annual Analyst Survey answers some of the questions about AI from on the ground.

Patrick Graham | 1 February 2024

Richard Edgar
Podcast 38 min listen

Rich Pickings: Analyst Survey 2024 - ready for a reset

Richard Edgar is joined by a panel of Fidelity International experts to discuss the results of the 2024 Analyst Survey.

Richard Edgar + 4 others | 26 January 2024

Monica Li
Article 4 min read

China: The fragile recovery continues

Economic stimulus and low borrowing costs are proving supportive to most Chinese companies. But sluggish demand is dampening management sentiment for 2024.

Monica Li + 1 other | 26 January 2024

Miyuki Kashima
Article 4 min read

Optimism balloons from Japan’s reflating economy

Japan leads the world on bullish sentiment in this year’s Analyst Survey as its economy enters a reflating stage unique among developed nations.

Miyuki Kashima + 1 other | 26 January 2024

Ben Traynor
Article 4 min read

A company meeting every 10 minutes

The Fidelity Analyst Survey draws on our global research team's knowledge to help you form a view on how business will fare in the next few months.

Ben Traynor | 26 January 2024

Gita Bal
Article 4 min read

Analyst Survey 2024: Ready for a reset

The past two years have been marked by a fear of how bad the first sustained slowdown since 2008 might become. Our annual survey offers hopeful signs.

Gita Bal + 2 others | 26 January 2024

Claire Xiao
Article 5 min read

How China keeps its debt in order

What is the fiscal firepower of the Chinese government? Depends on how much debt you think China really has. Our analysis is revealing.

Claire Xiao + 3 others | 25 January 2024

Monica Li
Article 6 min read

Changing of the guards in Chinese growth

Beneath the surface of a slower economy, a group of Chinese companies is starting to make inroads at home and abroad - with consequences for investors.

Monica Li + 1 other | 25 January 2024

Eric Zhu
Article 1 min read

Chart Room: Battle for the dragon’s share of China’s hotel market

The expansion of China’s top hotel brands may look foolhardy amid economic woes, but none of the giants can afford to fall behind in a consolidation phase.

Eric Zhu + 1 other | 18 January 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

Gita Bal
Article 2 min read

Analyst Survey 2024: Company managers have moved on from inflation worries

Fidelity International’s 2024 annual Analyst Survey shows that many companies have moved on from worrying about inflation.

Gita Bal + 1 other | 22 December 2023

Yi Hu
Article 4 min read

India’s hopes for solar dominance dimmed but not extinguished

Two years after setting 2030 solar targets, India is falling behind schedule, but a robust economy and thirst for energy will continue to fuel its solar boom.

Yi Hu | 21 December 2023

Patrick Graham
Article 3 min read

Fundamentals: US consumers are resilient, but for how long?

A soft-landing or a slide into recession? How US consumer spending slows in 2024 may be the difference between one and the other. We dig into the detail.

Patrick Graham + 1 other | 20 December 2023

Lee Sotos
Article 2 min read

US banks will benefit from the crisis that wasn't

America’s banking sector held firm after the collapse of SVB. A downturn in 2024 will test the industry but the expansion that follows holds promise.

Lee Sotos + 1 other | 19 December 2023

Morgan Lau
Article 2 min read

Chart Room: China’s booming panda bond market not so black and white

The panda bond market boomed in 2023. But the market still faces hurdles, including poor liquidity and competition from the offshore ‘dim sum’ bond market.

Morgan Lau + 1 other | 15 December 2023

Lei Zhu
Article 4 min read

Axing the ‘ex-Japan’: a new era for Japanese bonds

Tailwinds from index reform to rate-hike expectations are lifting Japan's bond market from the doldrums, breathing new life into what was a dull backwater.

Lei Zhu + 3 others | 5 December 2023

Jonathan Neve
Article 2 min read

Chart Room: Shipping rates: the rise and fallout

Shipping rates have fallen back to earth after surging in the pandemic, reducing inflation but threatening the industry’s already challenging path to net zero

Jonathan Neve + 1 other | 30 November 2023

Randy Cutler
Article 2 min read

Fundamentals: Why oil is staying steady

Fundamentals: Why oil is staying steady

Randy Cutler + 2 others | 29 November 2023

Bunny Huang
Article 2 min read

Chart Room: China's solar non grata

Solar energy stocks in China rebounded as the country rekindled cooperation with the US on climate change. But we think investors’ optimism is misplaced.

Bunny Huang + 1 other | 24 November 2023

Lei Zhu
Article 5 min read

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.

Lei Zhu + 1 other | 17 November 2023

Andrew McCaffery
Article 2 min read

Outlook 2024: More risk, higher yields, and four ways forward

Profound changes across economies and markets make forecasting unusually difficult in 2024. Instead, we offer four potential paths the world could take.

Andrew McCaffery | 17 November 2023

Fiona O'Neill
Article 1 min read

Chart Room: Struggling consumers weigh on corporate sentiment

Fidelity International’s latest monthly analyst survey shows a continued decline - and in some regions a sharp deterioration - in corporate sentiment.

Fiona O'Neill | 16 November 2023

Chris Ellinger
Article 2 min read

Chart Room: Cash, the once and future king

After a flood of capital into cash investments this year a look at forward interest rates suggests cash as king could reign for a while.

Chris Ellinger + 3 others | 2 November 2023

Steve Ellis
Podcast 35 min listen

Rich Pickings podcast: Higher rates - is the transmission mechanism broken... or just delayed?

Richard Edgar is joined by Fidelity experts to discuss if the transmission mechanism of central bank rate setting is broken, or just delayed.

Steve Ellis + 5 others | 20 October 2023

Peiqian Liu
Article 2 min read

Chart Room: China’s tourists tiptoe out again

Where tourists went and how they spent during China's first ‘Golden Week’ holiday since zero-Covid ended says a lot about their confidence and changing tastes.

Peiqian Liu + 2 others | 19 October 2023

Tina Tian
Article 3 min read

China’s AI frenzy: beyond the hype

In China, like elsewhere, the frenzy over artificial intelligence (AI) is now shifting to how to monetise this novel and still imperfect technology.

Tina Tian + 2 others | 18 October 2023

Tina Chang
Article 3 min read

Field Notes: This Chinese dairy company is taking a grass-roots approach to reclaiming deserts

Deep in northern China, a dairy producer discovers that reclaiming desert land helps it build a more robust and sustainable business.

Tina Chang + 2 others | 9 October 2023

Steve Ellis
Article 2 min read

Chart Room: Catching the turn on bond yields

Chart Room: Catching the turn on bond yields, Fixed Income CIO Steve Ellis discusses the recent bond sell-off.

Steve Ellis + 1 other | 5 October 2023

Christian Wild
Article 3 min read

Far from last orders

One in five pubs in Britain has closed, prompting a national outcry. But rising retail prices and falling energy costs may put the industry on a better footing

Christian Wild + 2 others | 5 October 2023

Edward Tajima
Article 4 min read

Japan’s reflating economy is kindling new hopes

Following decades of price stagnation and declines, Japan’s push to bring back “good inflation” is finally bearing fruit. But how sustainable is it?

Edward Tajima + 3 others | 3 October 2023

Fiona O'Neill
Article 3 min read

Fidelity Analyst Survey: Cost rises are back in play

Fidelity’s latest survey of company analysts shows labour cost pressures still are not easing.

Fiona O'Neill + 2 others | 29 September 2023

Karen Zhou
Article 2 min read

Chart Room: Why China is all aglitter over gold

China’s onshore gold price premium has expanded, spurring cross-border arbitrage and calling for stronger policy measures to shore up confidence.

Karen Zhou + 2 others | 28 September 2023

Andrew McCaffery
Article 2 min read

Quarterly Outlook: Resilience, refinancing, and recession risk

Markets have proven resilient to the prospect of recession. That they will continue to do so is far from certain.

Andrew McCaffery | 27 September 2023

Alex Dong
Article 2 min read

Chart Room: China’s heavy machine makers dig deeper overseas

China’s machinery firms are making new inroads abroad, seeking profitability that’s built to last as demand falls and competition intensifies at home.

Alex Dong | 20 September 2023

Ally Chin
Article 2 min read

Field Notes: Seeing the fabric of life in Bangladesh

We recently travelled to Bangladesh to see what the living and factory working conditions are like for the world’s No. 2 exporter of ready-made garments.

Ally Chin + 2 others | 4 September 2023

Vanessa Chan
Article 2 min read

Chart Room: Watching for cracks amid pressure on China’s local government finances

Some of China’s local government financing vehicles are struggling to service their debts, but not all LGFVs are created equal.

Vanessa Chan + 2 others | 24 August 2023

Monica Li
Article 2 min read

Chart Room: Cost deflation, China’s latest export

China’s undershooting post-pandemic recovery has stoked fears of deflation. Our Analyst Survey indicates that businesses are bracing for cost reductions.

Monica Li + 1 other | 3 August 2023

Liz Brockway
Article 3 min read

Chemicals destocking: cross-asset analysts remain positive on 'unprecedented' cycle

Chemicals destocking: cross-asset analysts remain positive on 'unprecedented' cycle

Liz Brockway | 26 July 2023

Ark Huang
Article 3 min read

Fundamentals: Navigating China’s $10 trillion local government debt market

Fundamentals: Navigating China’s $10 trillion local government debt market

Ark Huang + 2 others | 20 July 2023

Hyomi Jie
Article 4 min read

Field Notes: How to weigh China’s barbell-shaped consumer recovery

Despite challenges facing China's economy, some of the country's consumer companies are gaining market share, in some cases by exploring new niche categories.

Hyomi Jie + 2 others | 19 July 2023

Marcel Stötzel
Article 3 min read

Fundamentals: Low cost carriers win again

Airlines are emerging from three tough years, with even business class bookings recovering, but the advantage is again with Europe’s powerful low-cost carriers

Marcel Stötzel + 1 other | 6 July 2023

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

Victoria Mio
Article 3 min read

The Chinese character of sustainable investing

China hasn't gone as far in implementing sustainability principles as others. For investors, this should be both a call to action and a cause for optimism.

Victoria Mio + 1 other | 26 June 2023

Andrew McCaffery
Article 2 min read

Quarterly Outlook: Between resilience and fragility

Hopes of a soft landing have all but vanished. A recession is coming, but perhaps not for some time. For now, we oscillate between resilience and fragility.

Andrew McCaffery | 23 June 2023

Frank Wan
Article 3 min read

Fundamentals: The AI frenzy comes to China

Fundamentals: The AI frenzy comes to China

Frank Wan + 2 others | 21 June 2023

Lei Zhu
Article 4 min read

Selling like hot chilli crab: a look at Singapore’s local bond boom

While debt issuance has slowed around the world, the Singapore dollar bond market is in a pocket of growth driven by policy tailwinds and an influx of funds.

Lei Zhu + 3 others | 19 June 2023

Peiqian Liu
Article 3 min read

BOJ: Patience is virtue

At its June meeting, the Bank of Japan has retained its dovish bias, and we believe markets will price in a lower possibility of an imminent exit from YCC.

Peiqian Liu + 1 other | 16 June 2023

Fiona Shou
Article 2 min read

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.

Fiona Shou + 2 others | 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

Michael Gaynor
Article 4 min read

Fundamentals: When boring banking is better

Fundamentals: When boring banking is better

Michael Gaynor + 2 others | 30 May 2023

Fiona O'Neill
Article 2 min read

Chart Room: Reopened for business, but now what?

Fidelity International’s latest monthly analyst survey shows a continued decrease in management sentiment, headlined by declines among Chinese companies.

Fiona O'Neill | 25 May 2023

Velislava Dimitrova
Podcast 22 min listen

Bioacoustics podcast: Can sound solve biodiversity's data deficit?

Bioacoustics podcast: Can sound solve biodiversity's data deficit?

Velislava Dimitrova + 6 others | 22 May 2023

Ben Traynor
Article 9 min read

Wild for sound: how new research is plugging biodiversity’s data deficit

We follow a team of researchers into the jungles of Borneo to learn how sound recordings could help investors and companies better assess biodiversity risks.

Ben Traynor | 22 May 2023

Madeleine Kuang
Article 3 min read

China + 1 = ASEAN: A winning formula

A pandemic, a war and geopolitical tensions have caused global firms to rethink their supply chains, and many are eyeing the ASEAN region.

Madeleine Kuang + 2 others | 15 May 2023

Matthew Cook
Article 4 min read

Fundamentals: A new era for weight loss drugs

New weight loss drugs stemming from diabetes treatment may change how the world deals with obesity, but health systems are not yet set up to deliver it widely.

Matthew Cook + 2 others | 10 May 2023

Martin Dropkin
Article 3 min read

How China aims to unlock more value from state firms

In a new reform push, China’s policymakers are nudging state-owned companies to boost shareholder returns and capital efficiency.

Martin Dropkin + 1 other | 10 May 2023

Reggie Pan
Article 2 min read

Field Notes: Robots on the rise in China

As China grapples with a daunting demographic challenge, its industries are upping their game in automating production, a recent Fidelity field trip finds.

Reggie Pan | 3 May 2023

Taosha Wang
Article 3 min read

Proxy plays on China’s consumer rebound are all the rage in Paris

Luxury companies have been among the biggest beneficiaries of China’s bounce and are delivering investors exposure without putting money in Chinese companies.

Taosha Wang + 3 others | 28 April 2023

Yuanlin Lang
Video 3 min watch

Field Notes: China’s healthcare innovation marches on

Despite policy concerns and geopolitical tensions, China’s healthcare sector has stayed its course on innovation and keeps climbing the value chain.

Yuanlin Lang + 2 others | 20 April 2023

Heidi Rauber
Article 3 min read

Fundamentals: Grain pains and the road to higher prices

Food producers and other consumer staples companies have performed surprisingly well despite the huge challenges posed by the rise in raw material costs.

Heidi Rauber + 2 others | 18 April 2023

Nana Yang
Article 2 min read

Chart Room: Utilities less useful as bond proxies

Rising interest rates in the US are testing the notion of utility stocks as bond proxies, as ties between their P/E ratios and corporate bond yields weaken.

Nana Yang + 1 other | 13 April 2023

Tomohiro Ikawa
Article 2 min read

Japan’s stock market reform gathers steam

The Tokyo Stock Exchange is taking steps in the right direction on some long overdue reforms, but more still needs to be done.

Tomohiro Ikawa + 1 other | 6 April 2023

George Efstathopoulos
Blog 2 min read

Chart Room: Will the renminbi’s stable attraction woo Asian partners?

While the market traditionally focuses on the renminbi’s performance against the US dollar, we think its relationship with Asian peers deserves more attention.

George Efstathopoulos + 2 others | 3 April 2023

Andrew McCaffery
Article 3 min read

Asia Quarterly Outlook: Can the East wind prevail?

In Fidelity International's latest quarterly outlook for Asia, we believe the economic outlook in Asia is brightened by China’s reopening.

Andrew McCaffery | 29 March 2023

Eric Tse
Article 3 min read

Fundamentals: What’s next for China’s fully charged electric vehicle battery makers?

China's EV battery makers are facing overcapacity at home and increased competition abroad. But that could be a good thing - for green growth and consumers.

Eric Tse + 3 others | 29 March 2023

Andrew McCaffery
Article 2 min read

Quarterly Outlook: Navigating the polycrisis - Part II

In Fidelity's latest quarterly outlook, we believe that recession over the next 12 months looks increasingly likely across developed markets.

Andrew McCaffery | 28 March 2023

Steve Ellis
Article 3 min read

Suisse roll-up

An historic last-minute takeover of Credit Suisse by UBS offers an imperfect solution as regulators seek to contain broader systemic risk.

Steve Ellis + 2 others | 21 March 2023

Juliet Pursaill
Article 2 min read

Fundamentals: American cardboard is too heavy

European packaging companies have made progress in reducing plastic use and making cardboard packaging cheaper, lighter, and greener. But US peers are lagging.

Juliet Pursaill + 2 others | 16 March 2023

Gita Bal
Podcast 36 min listen

Rich Pickings podcast: Looking for cracks in the system after SVB

After the collapse of Silicon Valley Bank, Richard Edgar is joined by some of Fidelity's experts to discuss the fallout.

Gita Bal + 5 others | 15 March 2023

Taosha Wang
Article 3 min read

Inflation’s bite won’t spoil China’s recovery

Spiralling prices were a headache for much of the world in 2022, and some are asking if it’s China’s turn.

Taosha Wang + 2 others | 13 March 2023

Peiqian Liu
Article 2 min read

Chart Room: Why fixed-asset investment is on the move in China

Investment remains a major driver of China’s economy, but priorities are shifting from property to manufacturing.

Peiqian Liu + 1 other | 9 March 2023

Victoria Mio
Article 2 min read

China’s property market sparks to life with signs of recovery

Homebuyers are finally back in action in China. We see a rebound in sales activity in mega cities, although consumer confidence remains fickle.

Victoria Mio + 3 others | 9 March 2023

Jonathan Tseng
Article 4 min read

Fundamentals: Looking for winners in the AI arms race

ChatGPT is a watershed moment for the popular use of AI technology, but it will be as hard as ever piecing together the likely paths of development from here.

Jonathan Tseng + 2 others | 2 March 2023

Ben Eaton
Article 3 min read

Fundamentals: This is not an iPhone

A US liberalisation of access to hearing aids brings one of the health world’s big equipment markets closer to the retail mainstream.

Ben Eaton + 2 others | 20 February 2023

Fiona O'Neill
Article 2 min read

Chart Room: Sentiment turns positive, but can it hold?

Chart Room: Sentiment turns positive, but can it hold?

Fiona O'Neill + 3 others | 16 February 2023

Lynda Zhou
Article 2 min read

How far can ‘revenge spending’ consumers carry China’s economic rebound?

Chinese consumers’ holiday shopping provided evidence of pent-up demand. With more policy support, consumers will set their sights on bigger ticket items.

Lynda Zhou + 1 other | 13 February 2023

Richard Edgar
Podcast 37 min listen

Rich Pickings podcast: Analyst Survey 2023 - Light at the end of the tunnel

Fidelity's experts join Richard Edgar to dig through the findings of the 2023 Analyst Survey.

Richard Edgar + 4 others | 10 February 2023

Reggie Pan
Article 1 min read

Chart Room: A hiring spree on the horizon in China

While much of the global economy appears at risk of recession, China is revving up a rebound that’s set to jumpstart the job market.

Reggie Pan + 2 others | 9 February 2023

Ned Salter
Podcast 45 min listen

Trade Offs | Baker Hughes: Telling home truths about natural gas

From deep sea divers to Texas roughnecks, Baker Hughes is one of the oil and gas industry’s big three global services players.

Ned Salter + 4 others | 7 February 2023

Victoria Mio
Article 4 min read

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.

Victoria Mio + 1 other | 6 February 2023

Ned Salter
Article 5 min read

Analyst Survey 2023: Light at the end of the tunnel

Boards are in damage-control mode, yet Fidelity’s 2023 Analyst Survey shows more than half of analysts expect the business cycle to turn within the year.

Ned Salter + 2 others | 6 February 2023

Gita Bal
Article 5 min read

Analyst Survey 2023: Companies prepare for a world after cheap financing

Companies prepare for a world after cheap financing

Gita Bal + 2 others | 6 February 2023

Theresa Zhou
Article 2 min read

Fundamentals: China’s reopening and supply chains

China’s reopening and supply chains

Theresa Zhou + 1 other | 2 February 2023

Fiona O'Neill
Article 2 min read

Chart Room: Employee welfare is still a priority

Companies’ recent push to focus on employee wellbeing is unlikely to fade, even as an economic downturn puts pressure on business

Fiona O'Neill + 3 others | 27 January 2023

Alex Dong
Article 5 min read

Cementing a greener future in China

We see huge environmental value in helping to set a top Chinese cement producer on a greener path.

Alex Dong + 2 others | 17 January 2023

Victoria Mio
Blog 1 min read

Chart Room: And the key disruptive tech of 2023 will be…

Automation and AI are expected to be the biggest disruptive forces boosting corporate profitability in 2023, according to Fidelity International analysts.

Victoria Mio + 1 other | 12 January 2023

Gita Bal
Article 4 min read

Analyst Survey 2023: Inflation relief in sight

Fidelity International's annual Analyst Survey suggests cost pressures for companies will peak by the end of the first quarter of 2023.

Gita Bal + 1 other | 10 January 2023

Senan Yuen
Article 3 min read

A new golden age for China’s investment sector

China’s investment and wealth management industry is embracing a golden age. The onshore markets will remain an attractive long-term investment destination.

Senan Yuen + 1 other | 23 December 2022

Yi Hu
Article 3 min read

Chart Room: Looking back on an inflationary Catch-2022

Eight charts that capture the inflationary torment of 2022 and shine a light on what’s ahead.

Yi Hu + 1 other | 18 December 2022

Laura Stafford
Article 3 min read

Fundamentals: After a volatile year, how low can commodities go?

Fundamentals: After a volatile year, how low can commodities go?

Laura Stafford + 2 others | 8 December 2022

Victoria Mio
Article 2 min read

Chart Room: EVs plug into the mainstream in China

Chart Room: EVs plug into the mainstream in China

Victoria Mio + 2 others | 1 December 2022

Fidelity International

Outlook 2023: Download the assets

Find Fidelity International's full 2023 Investment Outlook here

Fidelity International | 11 November 2022

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

Andrew McCaffery
Article 4 min read

Q4 Investment Outlook: Into the unknown

Fidelity International's Q4 Investment Outlook looks at the increasing likelihood of a hard landing.

Andrew McCaffery | 7 October 2022

Fiona O'Neill
Article 4 min read

Analyst Survey: Cost pressures hit a plateau

Input cost inflation is starting to stabilise, according to the latest Fidelity International Analyst Survey, amid signs of demand destruction.

Fiona O'Neill + 3 others | 4 October 2022

Victoria Mio
Article 4 min read

Why smart grid tech can help meet China’s green growth challenges

Amid slowing economic growth and shifting power consumption patterns, China’s expanding smart grid system could help light the path to net zero.

Victoria Mio + 2 others | 28 September 2022

Taosha Wang
Blog 2 min read

Chart Room: China takes own path in a tightening world

China is bucking the trend towards higher interest rates, and the resulting yield divergence has huge implications for bond investors and currency markets.

Taosha Wang + 2 others | 15 September 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

Fiona O'Neill
Article 1 min read

Chart Room: Global sentiment sinking fast

Fidelity International analysts detect growing signs of recession by year’s end.

Fiona O'Neill + 2 others | 21 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

Fiona O'Neill
Article 2 min read

The ingredients are there for a wage-price spiral

After the surge in inflation, will wages follow? Our analysts think they will.

Fiona O'Neill + 2 others | 8 July 2022

Andrew McCaffery
Article 3 min read

Q3 Investment Outlook: The Great Reset

Central banks have tried to strike a balance between reducing inflation by tightening financial conditions and mitigating the impact on economic growth.

Andrew McCaffery | 7 July 2022

Aditya Khowala
Article 2 min read

Chart Room: Supercharged commodities spell a regime change for investing

Demand for real assets neglected in the pandemic could be set to surge as the world shifts to a new, sustainable paradigm, but there will also be more pain

Aditya Khowala + 2 others | 16 June 2022

Gita Bal
Blog 1 min read

Chart Room: Expectations around rising input costs are starting to moderate

Chart Room: Expectations around rising input costs are starting to moderate

Gita Bal + 1 other | 9 June 2022

Luc Froehlich
Article 8 min read

How blockchain will revolutionise the financial system

Another year, another burst of extreme crypto volatility. But the blockchain technology behind bitcoin and other digital assets continues to grow in importance

Luc Froehlich | 17 May 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

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

Andrew McCaffery
Article 5 min read

Q2 Investment Outlook: The “Grand Chessboard” reconfigured; stagflation risks intensify

The global order is reconfigured and stagflation risks intensify.

Andrew McCaffery | 10 April 2022

Eric Tse
Blog 2 min read

Chart Room: Pole position for China’s electric autos

Despite rising materials costs, supply bottlenecks, and cloudy global macro conditions, China’s electric vehicle sector still looks charged for growth.

Eric Tse + 3 others | 6 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

Carsten Roemheld
Podcast 45 min listen

Rich Pickings podcast: Tectonic shifts - mapping the disruption to economies and supply chains

Rich Pickings podcast: Tectonic shifts - mapping the disruption to economies and supply chains

Carsten Roemheld + 5 others | 28 March 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

Fidelity International
White Paper 1 min read

The smaller half of China's sky: Fidelity International China Gender Diversity Report

In Fidelity's first report on gender diversity in corporate China, we examine the status quo and offer suggestions on how firms and investors can do better.

Fidelity International | 23 February 2022

Carsten Roemheld
Podcast 40 min listen

Analyst Survey results and investment implications

Our experts discuss the results of this year's Analyst Survey and explore the implications for investors.

Carsten Roemheld + 4 others | 21 February 2022

Cenk Simsek
Video 4 min watch

Analysts on the headline findings

Fidelity analysts from around the world put some of the survey's key findings in context

Cenk Simsek + 3 others | 18 February 2022

Yi Hu
Article 7 min read

Analyst Survey 2022: Region by region

Analyst Survey 2022: Region by region breakdown

Yi Hu + 1 other | 18 February 2022

Patrick Graham
Article 8 min read

Analyst Survey 2022: Sector by sector

Confidence rises, but analysts expect significant differences across sectors.

Patrick Graham | 18 February 2022

Fiona O'Neill
Article 5 min read

Analyst Survey 2022: Mind the roadblocks

Fidelity International Analyst Survey 2022: Mind the roadblocks

Fiona O'Neill + 3 others | 18 February 2022

Hiten Savani
Blog 2 min read

Chart Room: Rising rates aren’t always bad for ‘low vol’ strategies

Rising bond yields don’t automatically mean bad news for low volatility strategies; understanding why requires a closer look at each cycle of rate increases.

Hiten Savani + 1 other | 17 February 2022

Claire Xiao
Blog 3 min read

China walks a familiar tightrope as it targets recovery

While most other major economies are moving to tighten, the construction-fueled stimulus that Beijing has sought to avoid is suddenly back on the cards.

Claire Xiao + 2 others | 4 February 2022

Oliver Trimingham
Blog 2 min read

Chart Room: Electric carmakers to outstrip ICEs by mid 2020s

The number of electric vehicle manufacturers is expected to overtake the number of companies making cars of the gas-guzzling variety by the mid 2020s.

Oliver Trimingham + 1 other | 20 January 2022

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

Victoria Mio
Article 4 min read

ESGenius: Greening ‘Made in China’

While domestic consumption of sustainable products remains nascent, China’s exporters are tapping into demand for ‘green’ goods around the world.

Victoria Mio + 4 others | 15 December 2021

Rahul Srivatsa
Blog 1 min read

Chart Room: Fidelity quant indicator points to risk off

Fidelity’s Risk Aversion Indicator has quickly moved higher over the past few weeks and now recommends taking risk off the table.

Rahul Srivatsa | 9 December 2021

Daniel Swift
Blog 1 min read

Chart Room: When it pays to consider low volatility strategies

In the face of a riskier macro environment, strategies designed to minimise volatility may find their time to shine.

Daniel Swift + 1 other | 2 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

Velislava Dimitrova
Blog 2 min read

Chart Room: Net zero needs decarbonisation solutions

A chasm remains between government plans to cut emissions and the shared goal of net zero by 2050. Nascent decarbonisation solutions may help bridge the gap.

Velislava Dimitrova + 2 others | 11 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

Mo Ji
Blog 2 min read

Chart Room: Digging into China’s GDP growth

A sharp decline in excavator utilisation reflects China’s property-and-infrastructure-induced slowdown, but it also boosts the case for strong policy response.

Mo Ji + 3 others | 21 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

Shing Zhu
Blog 2 min read

Chart Room: The kitchen gets hotter for China’s gadget makers

Demographics are weighing on China’s kitchen appliance segment, but competition is heating up at the higher end of the market.

Shing Zhu + 2 others | 30 September 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

Ned Salter
Video 45 min watch

Fidelity Live: The Analysts - How we get to net zero

Fidelity's research and investment teams on what net zero means for investors and how the utilities sector is managing the transition.

Ned Salter + 2 others | 15 September 2021

Paras Anand
Blog 2 min read

Chart Room: An inflection point for Chinese equities?

There may be pressure on valuations as international investors adopt a wait-and-see approach, but the long-term outlook continues to be positive.

Paras Anand | 9 September 2021

Eric Wong
Article 4 min read

Asia eyes a tantrum-free taper this time

A faster-than-expected tapering by the Federal Reserve remains a risk for Asian bond markets, but investors have been reassured by the latest policy signals.

Eric Wong + 3 others | 7 September 2021

Jay Kim
Blog 2 min read

Chart Room: US restaurants devour record receipts amid rebound

A resurgent desire to eat out has propelled monthly US restaurant sales above pre-pandemic levels. Despite challenges, we see a long runway of recovery ahead.

Jay Kim + 2 others | 2 September 2021

Paras Anand
Article 5 min read

A podium moment for Japan’s markets, too?

Japan stocks have long been consigned to tactical trading by global investors, but positive catalysts are emerging in a post-Covid inflationary world.

Paras Anand | 29 August 2021

Charlotte Harington
Blog 2 min read

Chart Room: Bond markets tempt FAIT amid prospects for a steeper US yield curve

The market sees risks that the Fed will not accommodate a large inflation overshoot, but we think the yield curve may have flattened too far.

Charlotte Harington + 3 others | 12 August 2021

Aditya Khowala
Podcast 40 min listen

Rich Pickings podcast: Ready, steady, pitch! Analysts on their most exciting investment trends

"What is fascinating is the speed of innovation," says Portfolio Manager Aditya Khowala in this month's Rich Pickings.

Aditya Khowala + 6 others | 30 July 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

Timothy Foster
Blog 1 min read

Chart Room: Gimme shelter (from inflation)

Shelter inflation continues to hold the key for forecasting inflation pressure in the US.

Timothy Foster + 2 others | 29 July 2021

George Efstathopoulos
Blog 2 min read

Chart Room: Why stock-bond correlations are turning positive

In the wake of Covid-19, US tech and consumer discretionary firms are leading a departure from the negative correlation between equities and bonds.

George Efstathopoulos + 2 others | 15 July 2021

Alex Zhang
Blog 4 min read

Macau rebound a test case for China’s outbound travel

The ‘Las Vegas of the East’ is betting its long-standing travel bubble with mainland China can endure.

Alex Zhang + 2 others | 5 July 2021

Takashi Maruyama
Blog 2 min read

Chart Room: What Japan’s digital transformation means for markets

After years as relative laggards, Japanese companies are diving headfirst into DX, or digital transformation, and investors should take notice.

Takashi Maruyama + 3 others | 29 June 2021

Velislava Dimitrova
Blog 3 min read

Chart Room: The crisis and opportunity in recycling single-use plastics

Production of single-use plastics is forecast to continue rising for the next decade-plus, and investment opportunities will depend greatly on recycling.

Velislava Dimitrova + 4 others | 17 June 2021

Sebastian Morton-Clark
Podcast 38 min listen

Key findings of Fidelity's ESG Analyst Survey explained

An audio digest with context and analysis of the results.

Sebastian Morton-Clark + 4 others | 14 June 2021

Sebastian Morton-Clark
Video 4 min watch

Analysts tell the stories behind the ESG Survey data

Three of Fidelity's analysts show how the numbers reveal the headlines of the ESG survey.

Sebastian Morton-Clark + 3 others | 14 June 2021

Morgan Lau
Blog 2 min read

Chart Room: Stronger for longer for China’s renminbi?

Expectations for further renminbi appreciation have risen, but we think short-term gains could be capped from here.

Morgan Lau + 3 others | 10 June 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

Sherry Qin
Blog 1 min read

Chart Room: China’s EV industry is charged for growth

The combination of falling battery costs and rising adoption rates means China's EV industry is charged for growth.

Sherry Qin + 3 others | 26 May 2021

Louise Fribourg
Blog 2 min read

Chart Room: An uneven supercycle for commodities?

Most commodity prices have been strong this year, spurring talk of a potential supercycle. But the returns could be more dispersed from here.

Louise Fribourg + 3 others | 20 May 2021

Amit Goel
Blog 2 min read

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.

Amit Goel + 3 others | 6 May 2021

Matthew Jennings
Blog 1 min read

Chart Room: Why dividends make sense in an inflationary environment

History shows how dividend-focused investment strategies can provide sustainable income in a reflationary environment.

Matthew Jennings + 2 others | 29 April 2021

George Efstathopoulos
Blog 2 min read

Chart Room: China has fewer reasons to be hawkish

China's short-end rates remain low despite earlier expectations for monetary tightening.

George Efstathopoulos + 3 others | 22 April 2021

Nathan Sribalasundaram
Article 5 min read

Why India’s ‘fallen angel’ risk is rising

India’s ballooning debt levels amid a structural growth slowdown have raised the risks of an imminent downgrade by credit ratings agencies.

Nathan Sribalasundaram + 2 others | 19 April 2021

Eugene Philalithis
Blog 1 min read

Chart Room: Equity volatility eases as Treasury yields rise

The VIX has fallen below a key technical level, suggesting a new wave of investor optimism.

Eugene Philalithis + 2 others | 15 April 2021

Nick Price
Blog 2 min read

Chart Room: EM outperformance could be sustained, if commodities are a guide

This week’s Chart Room shows the historical correlation of EM equities with commodities, which suggests that the breakout could be sustained.

Nick Price + 1 other | 8 April 2021

Terry Raven
Blog 2 min read

Chart Room: Energy and industrials sectors to bounce back in 2021

Revenue growth this year could be strongest in the sectors worst affected by Covid-19, according to Fidelity International’s latest monthly analyst survey.

Terry Raven + 1 other | 1 April 2021

Matthew Siddle
Blog 2 min read

Chart Room: Retail investors pile into the fastest growing stocks

Retail investors' market participation is extreme not only in volume, but also concentration.

Matthew Siddle + 2 others | 25 March 2021

Timothy Foster
Blog 2 min read

Chart Room: A Goldilocks spot for inflation-linked bonds

We see a sweet spot in inflation-linked bonds with maturities ranging from 1 year to 10 years.

Timothy Foster + 1 other | 18 March 2021

Paras Anand
Article 4 min read

Flows vs friction

Growth opportunities in post-pandemic Asia are set to propel a long-term boom in equity capital markets, as the region draws in ever greater inflows.

Paras Anand | 17 March 2021

Jenn-Hui Tan
Blog 1 min read

Chart Room: Corporate ESG focus reverts to pre-Covid priorities

An economic rebound could bring with it a reversion to pre-pandemic priorities in environmental, social and governance (ESG) factors.

Jenn-Hui Tan | 11 March 2021

George Efstathopoulos
Blog 1 min read

Reflation revives outlook for UK equities

Signs of reflation are sparking hopes that UK equities will benefit from a vaccine-led reopening of the economy.

George Efstathopoulos | 4 March 2021

Dhananjay Phadnis
Blog 4 min read

Sustainability is key for value creation

How should we quantify the valuation impact of sustainable investing?

Dhananjay Phadnis + 1 other | 2 March 2021

Bob Chen
Article 8 min read

Analyst Survey 2021: Region by region

Here we look at what Fidelity International's analysts say will be the prevailing regional trends over the next 12 months.

Bob Chen + 1 other | 1 March 2021

Amber Stevenson
Article 7 min read

Analyst Survey 2021: Sector by sector

Fidelity International's analysts expect significant differences in the pace of individual sector recoveries.

Amber Stevenson | 1 March 2021

Amber Stevenson
Article 6 min read

Analyst Survey 2021: Analyst Q&A

Our analysts talk about the key trends in their respective sectors in the wake of Covid-19.

Amber Stevenson + 1 other | 1 March 2021

Terry Raven
Article 6 min read

Analyst Survey 2021: Counting down the days

Confidence is high despite the threat of new variants; ESG emphasis rises again.

Terry Raven + 2 others | 1 March 2021

Max Stainton
Blog 2 min read

Chart Room: Staying afloat amid a rising tide of debt

Central banks have been playing a key role in keeping higher debt loads affordable.

Max Stainton + 2 others | 25 February 2021

Timothy Foster
Blog 1 min read

Chart Room: Keep an eye on housing rents when tracking inflation

Some key considerations make us more constructive on US rents for the year ahead, particularly soaring home purchase prices.

Timothy Foster + 1 other | 18 February 2021

Rahul Srivatsa
Blog 2 min read

Chart Room: Risk-on and on, with caveats

Caution and careful positioning are important from here, based on the latest readings from Fidelity’s risk aversion indicator.

Rahul Srivatsa + 2 others | 10 February 2021

Victoria Mio
Blog 3 min read

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.

Victoria Mio + 3 others | 7 February 2021

Anthony Doyle
Blog 1 min read

Chart Room: Emerging markets and the reopening trade

Emerging EMEA (Europe, Middle East and Africa) and Latin American stocks are particularly well positioned to reap the benefits of reopening.

Anthony Doyle + 1 other | 4 February 2021

Fabio Riccelli
Blog 2 min read

Chart Room: The return of the value super-cycle?

In this week’s Chart Room, we look at both sides of the long-standing debate between value and growth investment styles, as seen from both Europe and China.

Fabio Riccelli + 3 others | 28 January 2021

Yuanlin Lang
Blog 4 min read

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.

Yuanlin Lang + 1 other | 28 January 2021

Stuart Rumble
Blog 1 min read

Chart Room: After the Gold Rush

Is it time to take profits in gold?

Stuart Rumble + 1 other | 21 January 2021

Louise Fribourg
Blog 2 min read

January FLI update: Fiscal good news offsets near-term softening

The FLI Cycle Tracker remains in the ‘top-right’ quadrant with growth above trend and improving, albeit momentum has softened for a second month.

Louise Fribourg + 1 other | 18 January 2021

Steve Ellis
Blog 2 min read

Chart Room: A liquidity tide for the record books

2020 brought us new high-water marks in the US for both money supply growth and the personal savings rate.

Steve Ellis | 13 January 2021

George Efstathopoulos
Blog 1 min read

Chart Room: Chinese stocks, playing catchup, finally retrace 2015 highs

But the rally in China’s main onshore index still lags its US and global counterparts.

George Efstathopoulos + 2 others | 7 January 2021

Daisy Ho
Blog 3 min read

New survey finds silver linings to China’s pension challenges

As China faces the formidable task of building a private pension industry from scratch, it can count on the blessing of residents’ financial wellness.

Daisy Ho | 22 December 2020

Anthony Doyle
Blog 1 min read

Chart Room: Weakening dollar gives emerging markets a shot in the arm

Emerging markets may be helped further along by the weaker outlook for the US dollar.

Anthony Doyle + 3 others | 10 December 2020

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

Gita Bal
Article 4 min read

Fidelity Analyst Survey: Company debt may have peaked already

While most analysts expect debt levels at their companies to stay the same or fall next year, it is becoming a greater factor in management decision making.

Gita Bal + 3 others | 26 November 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

Jenn-Hui Tan
Blog 1 min read

Chart Room: The clear link between ESG and returns

How have stocks that scored high for Environmental, Social and Governance (ESG) factors held up amid the Covid-19 fallout?

Jenn-Hui Tan + 3 others | 12 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

Louise Fribourg
Blog 2 min read

Fidelity Leading Indicator extends strong momentum of recovery

FLI-implied activity appears to be heading to levels only slightly below the pre-COVID peak, despite pockets of impact from renewed mobility restrictions.

Louise Fribourg + 1 other | 11 November 2020

Gita Bal
Blog 1 min read

Chart Room: Some sectors may be set for a margin squeeze

The latest reading from our monthly analyst survey shows which companies are struggling with inflationary pressure but also weaker pricing power.

Gita Bal + 4 others | 5 November 2020

Lynda Zhou
Blog 3 min read

Growth targets take a backseat in China’s new economic plan

Domestic consumption and technology growth will be prioritised as the government reveals overarching guidelines for the country’s 14th five-year plan.

Lynda Zhou + 2 others | 30 October 2020

George Efstathopoulos
Blog 2 min read

Chart Room: Correlations boil and bubble 🎃 and may spell toil and trouble 🦇

In this follow-up special Halloween edition of Chart Room, we look at how correlations are casting a spell over markets.

George Efstathopoulos + 3 others | 29 October 2020

Paras Anand
Blog 3 min read

The hidden dragon of 2020

As global investors scramble to digest paradigm shifts, another change of seismic scale has gone under-noticed in a year full of twists and turns.

Paras Anand | 27 October 2020

Gita Bal
Article 5 min read

Fidelity Analyst Survey: Sentiment improves again but could be nearing plateau

October’s survey of Fidelity International’s analysts reveals that sentiment and leading indicators are once again incrementally better than last month.

Gita Bal + 2 others | 27 October 2020

Anthony Doyle
Blog 1 min read

Chart Room: Government debt climbs to spooky heights

In this special Halloween edition Chart Room (part 1 of 2), we look at the frightening levels of government debt around the world.

Anthony Doyle + 2 others | 22 October 2020

Luca Romano
Article 8 min read

ESGenius: Insurance companies neglect sustainability at their peril

Fidelity research shows disparity in how sustainability is viewed across insurance sector.

Luca Romano + 2 others | 21 October 2020

Stuart Rumble
Blog 1 min read

Chart Room: Why growth still has room to grow in China equities

The valuation premium for China growth stocks versus value stocks hit a new all-time high, lifted by the consumer, tech and healthcare sectors.

Stuart Rumble + 2 others | 15 October 2020

Louise Fribourg
Blog 2 min read

Fidelity Leading Indicator shows record short-term growth momentum

All sectors are exhibiting significant strength, as policymakers seek to bridge economies to the hoped-for 2021 vaccine rollout.

Louise Fribourg + 1 other | 9 October 2020

Natalie Briggs
Blog 1 min read

Chart room: European cyclicals vulnerable if manufacturing data moderates

Any moderation in the growth of new manufacturing orders could make cyclicals vulnerable to a de-rating.

Natalie Briggs + 2 others | 8 October 2020

George Efstathopoulos
Blog 1 min read

Chart Room: Is disinflation lurking around the corner?

In a bullish signal, the bond market’s short-term expectations for US inflation are back near pre-crisis levels. But are investors being overly optimistic?

George Efstathopoulos + 3 others | 24 September 2020

Richard Edgar
Podcast 22 min listen

Analyst Survey podcast: The world catches up with China

Listen to the latest Analyst Survey podcast to hear what Fidelity's almost 150 analysts saying about the state of the corporate world.

Richard Edgar + 3 others | 21 September 2020

Jon Guinness
Blog 2 min read

Chart Room: Why some tech valuations may be lower than you think

A closer look at longer-term valuations reveals some surprising trends in tech.

Jon Guinness + 3 others | 17 September 2020

Terry Raven
Blog 5 min read

Analyst Pulse Survey: Companies are restructuring, but are they resilient?

Certain sectors will need to do more to be resilient in the face of diminishing government support and possible infection rate rises.

Terry Raven + 2 others | 17 September 2020

Flora Wang
Article 4 min read

Boosting sea legs

The Covid-19 pandemic has left numerous seafarers stranded. Fidelity is acting fast to sound the alarm on an issue of global humanitarian concern.

Flora Wang + 2 others | 15 September 2020

George Efstathopoulos
Blog 2 min read

Chart Room: Emerging market currencies lag on inflation risks

EM countries are using some of the same monetary and fiscal measures as developed markets. But this could add to rising inflation and currency weakness.

George Efstathopoulos + 3 others | 10 September 2020

Louise Fribourg
Blog 1 min read

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.

Louise Fribourg + 1 other | 8 September 2020

Crystal Cui
Blog 2 min read

Chart Room: China’s Covid rebound puts the ‘V’ in investment

Fixed asset investment (FAI) in China has recovered to its pre-Covid levels of growth, with infrastructure and property driving the nation’s broader economy.

Crystal Cui + 3 others | 3 September 2020

Jon Guinness
Article 5 min read

Why India could be the next breeding ground for tech unicorns

The Silicon Valley giants are shifting their attention to India as the next big growth market.

Jon Guinness + 4 others | 26 August 2020

Ming Gong
Blog 4 min read

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.

Ming Gong + 1 other | 24 August 2020

Ian Samson
Blog 2 min read

GEARs: Bursting through the ceiling?

Fidelity International’s GEAR (Gauges of Economic Activity in Real Time) activity indicators continue to rebound strongly.

Ian Samson + 1 other | 20 August 2020

James Durance
Blog 4 min read

Overweight autos: The road less travelled

Despite the risks, we believe that the auto sector now presents an investment opportunity.

James Durance + 1 other | 14 August 2020

Louise Fribourg
Blog 2 min read

Fidelity Leading Indicator points to weak recovery

Business sentiment and trade are improving, among signals of a fragile recovery, but consumer confidence and industrial orders lag.

Louise Fribourg + 1 other | 12 August 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

Stuart Rumble
Blog 1 min read

A heavy outlook for the US Dollar

The relentless spread of Covid-19 across the US and improving risk sentiment elsewhere is crimping demand for the safe-haven reserve currency.

Stuart Rumble + 2 others | 30 July 2020

Hyomi Jie
Article 4 min read

With nowhere to go, Chinese tourists spend closer to home

Most travel destinations remain off-limits, and as Chinese people’s savings have increased, so has their pent-up demand and desire to treat themselves.

Hyomi Jie + 2 others | 28 July 2020

Ned Salter
Video 45 min watch

Fidelity live: Analysts webcast replay

Hear from our Head of Research and two of our analysts on the ground as they share the thoughts from over 160 of their analyst peers around the world.

Ned Salter + 2 others | 27 July 2020

Martin Dropkin
Blog 4 min read

July’s Fidelity International Pulse Survey: Falling costs find some support

July’s Fidelity International Pulse Survey: Falling costs find some support

Martin Dropkin + 2 others | 16 July 2020

Tina Tian
Blog 4 min read

Covid health code reveals China’s big data edge

A key to China’s success in containing the coronavirus, the health code’s propagation evinces a major advantage in big data development.

Tina Tian + 1 other | 16 July 2020

George Efstathopoulos
Blog 1 min read

Chart Room: Why China government bonds have underperformed other markets

China government bond yields are diverging from other major government bond markets.

George Efstathopoulos + 3 others | 15 July 2020

Stefan Kitic
Article 3 min read

ESGenius: Due diligence on Wirecard revealed that the sums didn’t add up

For investors focused on sustainability and governance, the warning signs of financial misreporting were there for some time.

Stefan Kitic | 9 July 2020

Hyomi Jie
Blog 1 min read

Chart Room: Chinese consumers’ growing preference for local brands

The Covid-19 experience is spurring changes in behavior among Chinese consumers. Among these is a growing preference for domestic brands over foreign ones.

Hyomi Jie + 2 others | 9 July 2020

Richard Edgar
Podcast 36 min listen

The future of energy podcast: the 1.5 trillion dollar question

"I do think that [the pandemic], for the power industry, is going to make it have a more green generation mix," says analyst Christine Miyagishima.

Richard Edgar + 4 others | 7 July 2020

Stuart Rumble
Blog 1 min read

Chart Room: Asian equities diverge, creating opportunities

The difference in performance between equity markets in East Asia and South Asia (India, ASEAN nations) is the largest in nearly 15 years.

Stuart Rumble + 2 others | 2 July 2020

Ian Samson
Blog 2 min read

GEARs: China roars while the global economy snores

Our Gauges of Economic Activity in Real time (GEARs), a proxy for three-month annualised growth, improved this month but remain in extreme hibernation.

Ian Samson + 1 other | 19 June 2020

Stuart Rumble
Blog 2 min read

Chart room: Despite a recent rally, high yield bonds still look cheap

For US high yield, valuations look historically cheap on a relative basis - especially when compared to equities.

Stuart Rumble + 2 others | 18 June 2020

Fiona O'Neill
Article 5 min read

Fidelity International Pulse Survey: 10 months of disruption remain

Fidelity International’s June survey of 149 analysts finds that activity in most sectors and regions is expected to return to a stable level in under a year.

Fiona O'Neill + 2 others | 18 June 2020

Sumant Wahi
Podcast 39 min listen

Podcast: The future of... connectivity

"After this, I don't think any law-maker will disagree that telecom connectivity is as important as any other utility," says portfolio manager Sumant Wahi.

Sumant Wahi + 3 others | 15 June 2020

Stuart Rumble
Blog 1 min read

Chart room: Another false dawn for value stocks?

Over the past decade, previous periods of value outperformance have been short-lived. Will this time be different?

Stuart Rumble + 3 others | 11 June 2020

Nicholas Price
Article 2 min read

Japanification in 12 charts

Many western economies are mirroring Japan’s experience over the past 30 years.These 12 charts show how some of the key trends are playing out.

Nicholas Price + 3 others | 9 June 2020

Stuart Rumble
Blog 1 min read

Chart Room: QE expectations vs. reality, market moves

Market expectations of future asset purchases by the Fed have an even greater influence than the purchases themselves.

Stuart Rumble + 2 others | 4 June 2020

Eric Wong
Article 5 min read

Central banks in emerging markets hop on the bond-buying bandwagon

EM central bankers are taking a page from the developed-market playbook and purchasing local bonds as a way to cushion the blow

Eric Wong + 4 others | 29 May 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

Jing Ning
Blog 3 min read

China again primes growth with infrastructure investment

With exports expected to slump and consumption still struggling to fully recover, China is turning to a familiar playbook - infrastructure spending.

Jing Ning | 25 May 2020

Stuart Rumble
Blog 1 min read

Chart Room: Beware the narrowing market

Equity market performance is now at its narrowest since the 2008 Financial Crisis, with the rally riding on a dwindling number of large-cap growth stocks.

Stuart Rumble + 2 others | 21 May 2020

Richard Edgar
Podcast 39 min listen

Podcast: The future of... retail and real estate: liquidity, liquidity, liquidity

As the pandemic changes consumer behaviour - perhaps permanently - we look at what the future of retail and its associated real estate could look like.

Richard Edgar | 15 May 2020

Stuart Rumble
Blog 1 min read

Chart Room: Mind the valuations

After recent rebounds in stocks and bonds, we take a quick look at valuations and how they stack up against history.

Stuart Rumble + 2 others | 14 May 2020

Ian Samson
Blog 2 min read

Fidelity Leading Indicator shows broad weakness as the focus turns to recovery

The three-month Fidelity Leading Indicator growth rate is already halfway to the Global Financial Crisis trough.

Ian Samson + 1 other | 12 May 2020

Amit Goel
Article 4 min read

How India’s economy is navigating Covid-19

As the world begins to come out of lockdowns and economies normalise, India can offer bright spots for emerging market investors.

Amit Goel + 4 others | 7 May 2020

Tina Tian
Article 4 min read

China’s tourists step out again

Over 100 million travellers in China hit the road over the five-day May Day holiday, the first big test for tourism since lockdowns started being lifted.

Tina Tian + 5 others | 7 May 2020

Joseph Zhang
Blog 1 min read

Chart Room: What in the world is going on with gold?

The correlation between gold and equities has increased to an 18-month high, calling into question the metal’s usual benefit as a porfolio diversifier.

Joseph Zhang + 2 others | 7 May 2020

Andrew McCaffery
Article 2 min read

The New Economic Order

We believe the Covid-19 crisis will trigger a step-change in policy, accelerate existing trends and transform investment frameworks.

Andrew McCaffery + 3 others | 5 May 2020

Terence Tsai
Article 3 min read

Oil tankers gush profits as global storage space overflows

Oil tankers are earning windfall profits - but how long can this situation last?

Terence Tsai + 2 others | 5 May 2020

Stuart Rumble
Blog 1 min read

Chart Room: More policy easing supports China bonds

This week’s Chart Room shows how ample liquidity is helping China’s onshore bond markets navigate around global volatility.

Stuart Rumble + 2 others | 29 April 2020

Alvin Cheng
Article 4 min read

A shelter from the storm, for now: China’s bond market set to open further

When global fixed income investors scrambled for cover last month, China’s onshore bond market was a rare haven with low volatility and no liquidity crunch.

Alvin Cheng + 5 others | 23 April 2020

Amit Lodha
Blog 1 min read

Chart room: Beauty of big tech stocks is in the eye of the beholder

Our latest Chart Room takes a comparative look at the long run up in the Nasdaq 100 index.

Amit Lodha + 2 others | 23 April 2020

James Trafford
Article 2 min read

Oil below zero: bad, but not that bad

Oil fundamentals are weak - but Monday’s price move should be seen as an outlier.

James Trafford | 21 April 2020

George Watson
Blog 1 min read

Chart Room: Fidelity analysts expect longer disruptions from Covid-19

Chart Room: Fidelity analysts expect longer disruptions from Covid-19

George Watson + 2 others | 16 April 2020

Martin Dropkin
Article 3 min read

Fidelity Pulse Survey: The coming solvency squeeze

The global shutdown will put a significant dent in corporate earnings this year, according to 150 Fidelity analysts surveyed this month.

Martin Dropkin + 2 others | 14 April 2020

Martin Dropkin
Article 1 min read

Downgrade risks when zombies become fallen angels

The high yield bond market prepares for an influx of downgraded investment grade debt.

Martin Dropkin + 1 other | 9 April 2020

Ming Gong
Blog 4 min read

Delayed demand making its return to China’s property market

New home sales are recovering faster than expected in China. This has big implications for domestic demand and the macroeconomic outlook.

Ming Gong + 2 others | 8 April 2020

Ian Samson
Blog 2 min read

FLI: Consumer pain leads the way

The three-month Fidelity Leading Indicator growth rate is already halfway to the Global Financial Crisis trough.

Ian Samson + 1 other | 8 April 2020

Eric Wong
Blog 2 min read

Strong underpinnings to Asia’s investment grade bond market

Asia’s investment grade bond market looks attractive as we continue working through the Covid-19 outbreak, and global coordinated stimulus take effect.

Eric Wong + 2 others | 3 April 2020

Tim Foster
Blog 2 min read

Inflation expectations close to nadir

Low Inflation expectations mean breakevens nolw look attractively priced

Tim Foster + 1 other | 1 April 2020

Ben Li
Blog 3 min read

A cautious consumer rebound takes hold in China

Chinese consumers are offering a ray of hope in the economic wreckage from the Covid-19 coronavirus

Ben Li + 3 others | 26 March 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

Anna Stupnytska
Blog 3 min read

Recession is here - how bad will it be?

Recession is here - how bad will it be?

Anna Stupnytska | 20 March 2020

Katsumi Ishibashi
Blog 4 min read

Bank of Japan’s coordinated easing signals more proactive asset purchases

Today’s move by the Bank of Japan to boost asset purchases underscores a globally coordinated effort by central banks to contain the coronavirus fallout.

Katsumi Ishibashi | 16 March 2020

George Watson
Article 3 min read

Fidelity analysts say China will lead recovery from virus

Fidelity analysts say China will lead recovery from virus

George Watson | 13 March 2020

Kim Politzer
Blog 3 min read

Limited correction likely in European real estate

Limited correction likely in European real estate

Kim Politzer + 1 other | 13 March 2020

Bryan Collins
Blog 3 min read

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.

Bryan Collins | 13 March 2020

Kate Howitt
Blog 3 min read

As gold’s surge draws wider interest, miners shine too

Gold's lustre is also rubbing off on the companies that dig it up from the ground.

Kate Howitt + 2 others | 12 March 2020

Paul Gooden
Blog 4 min read

Oil price war set to escalate

The oil price war between Russia and Saudi Arabia is still in escalation mode - and things could get worse before they get better.

Paul Gooden + 2 others | 11 March 2020

Video 4 min watch

Ask the Analysts: How are your companies dealing with Coronavirus?

As the business impact of Coronavirus grows, Fidelity analysts describe the level of preparedness that they are observing amongst their companies.

| 9 March 2020

James Trafford
Blog 2 min read

A supply and demand shock for oil markets

Expectations of a demand shock due to the Covid-19 coronavirus collided with an anticipated supply surge after OPEC+ had a major fallout over production cuts.

James Trafford | 8 March 2020

Benjamin Moshinsky
Podcast 31 min listen

Fundamentals podcast: Tesla, VW, and the big electric bet

As Tesla and Volkswagen make big pushes to bring electric vehicles to the mass market we ask whether 2020 is the year EVs finally put their foot to the floor.

Benjamin Moshinsky + 3 others | 5 March 2020

Tina Tian
Blog 4 min read

Outbreak deepens China’s e-commerce push

While the coronavirus threatens to put a dent in China’s overall growth, pockets of the online economy are booming.

Tina Tian + 1 other | 2 March 2020

Barney Rowe
Article 1 min read

White paper: Active share and index concentration

We examine active share, and assess how its value as a tool for evaluating portfolios and investment managers can vary with the underlying benchmark index.

Barney Rowe + 3 others | 24 February 2020

Paras Anand
Podcast 28 min listen

The Investor's Guide to China podcast: Environment

Fidelity's China and sustainability experts put the country's environmental record and ambitions under the investment lens.

Paras Anand + 2 others | 18 February 2020

Richard Edgar
Podcast 29 min listen

Analyst Survey 2020 podcast: The findings discussed

Hear our experts dissect the findings of Fidelity's annual Analyst Survey and the forecasts of more than 150 analysts across the world.

Richard Edgar + 3 others | 13 February 2020

Bob Chen
Article 12 min read

Analyst Survey 2020: Sector by sector

Key findings from the 10 different sectors covered by the survey.

Bob Chen | 13 February 2020

Adnan Siddique
Article 8 min read

Analyst Survey 2020: Region by region

The key findings from the 10 different regions covered by the survey.

Adnan Siddique | 13 February 2020

Jenn-Hui Tan
Article 4 min read

Analyst Survey 2020: A watershed year for ESG

ESG shoots up the corporate agenda in China and the US.

Jenn-Hui Tan + 1 other | 13 February 2020

Sophie Brodie
Article 5 min read

Analyst Survey 2020: Cycle, what cycle?

Economic cycles typically last several years, not entire decades. But this one is different.

Sophie Brodie | 13 February 2020

Ian Samson
Blog 3 min read

Fidelity Leading Indicator signals slowing global growth as coronavirus impact looms

The economic impact of the novel coronavirus outbreak is only just beginning to be captured by the latest FLI reading.

Ian Samson + 1 other | 11 February 2020

Lynda Zhou
Blog 4 min read

China’s financial support targets second-order fallout from coronavirus

China’s healthcare workers have been struggling to contain the spread of coronavirus. Now, policymakers are grappling with the second-order financial effects.

Lynda Zhou + 1 other | 4 February 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

Fidelity International
Article 2 min read

Investment Outlook Q1 2020: Slowing but going

Overall, 2020 looks to be a story of growth stabilisation rather than big acceleration and it displays the signs of the final stages of a bull market.

Fidelity International | 14 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

Raymond Ma
Blog 4 min read

The fourth automation wave will be ‘Made in China’

China is set to lead the world in automation developments, because it has lots of data and the means to leverage it.

Raymond Ma | 6 November 2019

Ian Samson
Blog 2 min read

Global GEAR suggests economy remains on weak footing

Our proprietary Gauges of Economic Activity in Real-Time (GEAR) is flat but there is plenty of divergence at the individual country level.

Ian Samson | 22 October 2019

Paul Greer
Blog 2 min read

Hunting for yield in frontier markets: Egypt

When smaller frontier markets mature into benchmark names, early investors can earn attractive returns in these relatively niche, often overlooked places.

Paul Greer + 3 others | 15 October 2019

Paras Anand
Article 2 min read

Investment Outlook Q4 2019: Bending, not breaking

The Investment Outlook is our flagship quarterly outlook publication that outlines our views on all the major asset classes and details the 'house view'.

Paras Anand + 8 others | 7 October 2019

Rahul Srivatsa
Blog 3 min read

Volatility is a double-edged sword that investors can’t live without

A better understanding of volatility and its role in portfolios can help investors to position themselves for any turbulence ahead.

Rahul Srivatsa | 3 October 2019

Alvin Cheng
Blog 3 min read

China tiptoes down easing street with rate reform

While the Fed and ECB are signaling more rate cuts and quantitative easing to come, China’s central bank has been taking a more cautious approach.

Alvin Cheng + 2 others | 2 October 2019

Marcel Stötzel
Blog 3 min read

ESGenius: Will flight shame take off?

If flight shame spreads from Sweden to the rest of Europe, it could be a big ESG problem for arlines

Marcel Stötzel | 27 September 2019

Hyomi Jie
Video 5 min watch

Grocery retail is the next frontier for e-commerce in China

Chinese internet companies like Tencent, Alibaba and JD.com have been acquiring and teaming up with bricks-and-mortar stores.

Hyomi Jie + 1 other | 16 September 2019

Hyomi Jie
Video 5 min watch

From Made in China to Designed in China: The luxury brands moving up the value chain

If you haven't heard of these luxury Chinese brands, you will soon. Portfolio Manager Hyomi Jie investigates the premiumisation of fashion labels like JNBY.

Hyomi Jie + 1 other | 16 September 2019

Jing Ning
Article 6 min read

Dividend investing in China is growing up

Chinese companies are realising the benefits of paying dividends to attract a more stable investor base and in response to regulation.

Jing Ning + 3 others | 16 September 2019

Neil Gough
Podcast 31 min listen

The Investor's Guide to China: Stock picking

China's businesses operate in a unique environment and understanding that matrix is imperative to those hoping to identify the best companies for investment.

Neil Gough + 2 others | 16 September 2019

George Efstathopoulos
Blog 3 min read

Despite macro challenges, pockets of resilience in Chinese corporate earnings

Some bright spots in recent earnings reports suggest interesting opportunities

George Efstathopoulos + 1 other | 4 September 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

Paras Anand
Article 1 min read

Investment Outlook Q3 2019: A delicate balance

The Investment Outlook is our flagship quarterly outlook publication that outlines our views on all the major asset classes and details the 'house view'.

Paras Anand + 7 others | 25 July 2019

Richard Edgar
Podcast 30 min listen

Fundamentals podcast: Consumer staples and the risky business of defensive stocks

Fidelity's investment research podcast questions the defensiveness of the consumer staples sector after a decade of cheap debt has transformed balance sheets.

Richard Edgar | 25 July 2019

Oscar Hutchinson
Blog 3 min read

Seeing red: How long can the iron ore rally last?

Seeing red: How long can the iron ore rally last?

Oscar Hutchinson | 24 July 2019

Oscar Hutchinson
Blog 2 min read

Gold still has space to shine on

We see more upside for gold, thanks to a potent cocktail of falling interest rates, rising long term inflation expectations and heightening recession concerns.

Oscar Hutchinson | 17 July 2019

Vincent Li
Blog 3 min read

Should investors hedge against big market moves now?

With all the uncertainty about the global economic outlook, investors ask whether it's time to add protection against volatility to their portfolios.

Vincent Li + 1 other | 28 June 2019

Bill McQuaker
Blog 2 min read

Central banks keep the show on the road, for now

Equity and bond markets don’t agree on what we should expect for the second half of the year. How should investors position in light of these mixed signals?

Bill McQuaker | 26 June 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

Alex Zhang
Blog 3 min read

China property: Houses are for living in, not for speculation

A cross-asset analysis shows China’s property sector faces demographic headwinds, but opportunities exist thanks to improved liquidity and diverging policy.

Alex Zhang + 1 other | 31 May 2019

Kim Politzer
Article 8 min read

The future of real estate: What will the industry look like in 2039?

How will the innovations of the next 20 years change the world of real estate.

Kim Politzer + 2 others | 23 May 2019

Forest Shultz
Blog 2 min read

China’s stimulus is working, but credit markets hold longer-term risks

The credit stimulus measures that China began last summer are starting to reach a critical mass, but transmission to the real economy remains patchy.

Forest Shultz + 4 others | 18 April 2019

Neil Gough
Podcast 21 min listen

Podcast: Palm oil, Chinese steel and when the environment triumphs

Environmental pressures are beginning to move the tectonic plates of industry. Fidelity's analysts discuss what it can mean for those sectors at the epicentre

Neil Gough + 2 others | 15 April 2019

Bryan Collins
Blog 3 min read

A Goldilocks moment for China’s monetary policy, but watch for more easing and bond index inclusion

Two events are driving the outlook for China fixed income- easing monetary conditions and the expected inclusion of Chinese bonds in benchmark indexes.

Bryan Collins + 4 others | 14 March 2019

Alva Devoy
Blog 2 min read

Barriers to women investing: An Australian perspective

A state-of-the-nation report commissioned by Fidelity International (Australia) which reveals the barriers women face when it comes to investing.

Alva Devoy | 7 March 2019

Anna Stupnytska
Blog 3 min read

Macro slowdown clashes with market optimism

The disconnect between economic fundamentals and markets is unlikely to be sustainable in the short term.

Anna Stupnytska | 28 February 2019

Ian Samson
Blog 1 min read

GEAR update: US and Japan join the slowdown

GEAR update: US and Japan join the slowdown

Ian Samson + 1 other | 27 February 2019

Raji Menon
Article 6 min read

Region by region: Analyst Survey 2019

Looking at the Analyst Survey by region shows some striking common themes emerge, particularly around declining confidence and ebbing bullishness.

Raji Menon + 3 others | 22 February 2019

Richard Edgar
Podcast 25 min listen

Podcast: Fidelity Analyst Survey 2019

Fidelity's heads of research go in-depth on the findings from this year's Fidelity Analyst Survey.

Richard Edgar + 2 others | 22 February 2019

George Watson
Blog 3 min read

The Analyst Survey: 16,000 company meetings into one big picture

Why the Fidelity Analyst Survey offers a unique perspective from the bottom up.

George Watson | 22 February 2019

Benjamin Moshinsky
Article 6 min read

Fidelity Analyst Survey 2019: The end of optimism

An overview of the responses to Fidelity's 2019 Analyst Survey points to a slowdown in growth for many industries, but no imminent recession.

Benjamin Moshinsky | 22 February 2019

Michael Sayers
Video 7 min watch

Analyst Survey 2019: The key findings explained

Fidelity's heads of research evaluate the data from this year's Analyst Survey and show what the findings tell us about the year ahead.

Michael Sayers + 2 others | 22 February 2019

Neil Gough
Article 4 min read

Analyst Survey 2019: China's slowdown, seen from the ground

Sentiment towards China for the year ahead is more downbeat than for other geographies but there are some pockets of brightness.

Neil Gough | 22 February 2019

Ben Moshinsky
Article 13 min read

Sector by sector: Analyst Survey 2019

Across 10 sectors, only healthcare analysts showed an improvement in sentiment from last year.

Ben Moshinsky + 1 other | 22 February 2019

Eva Tam

Bull and bear cases for China in 2029

Fidelity analysts give bull and bear cases for consumption, financial, and property sectors in China in 2029

Eva Tam | 17 January 2019

Wen-Wen Lindroth
Article 9 min read

Power to the people: the democratisation of the utility sector

Power to the people: the democratisation of the utility sector. How battery storage will revolutionise the electric utility industry.

Wen-Wen Lindroth + 3 others | 11 January 2019

Ian Samson
Blog 2 min read

Fidelity Leading Indicator: FLIrting with disaster?

Perhaps ‘disaster’ is too strong a word to describe January’s Fidelity Leading Indicator (FLI) reading, but it is the worst result since 2012.

Ian Samson | 9 January 2019

Neil Gough
Podcast 21 min listen

Fundamentals podcast: China and the impending smartphone revolution

Fundamentals, Fidelity's investment research podcast, unboxes the next smartphone revolution and discovers why China will be leading the charge.

Neil Gough | 8 January 2019

Richard Edgar
Podcast 22 min listen

Fundamentals podcast: Shipping and the new law that could stem the global economy

Fidelity's investment research podcast, looks at regulation designed to clamp down on shipping emissions and its potential unintended consequences.

Richard Edgar | 8 January 2019

Ian Samson
Blog 3 min read

Fidelity Leading Indicator: Qualified optimism or qualified pessimism

Our proprietary Fidelity Leading Indicator (FLI) is edging up towards the ‘top-left’ quadrant, which suggests that a trough could be approaching.

Ian Samson | 11 October 2018

Adnan Siddique
Bibliography 5 min read

The best writing on Asia from around the investment world

These are the pieces which have informed our team as we prepared this edition on allocation to Asia.

Adnan Siddique | 6 July 2018

Federico Wynne
Article 5 min read

A burden shared: bail-in bonds for GSIBs

What are bail-in bonds and what do they mean for investors?

Federico Wynne + 1 other | 6 July 2018

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