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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

Cian O'Sullivan
Article 3 min read

Investors should tread carefully around warehouses

Investor interest in logistics property has jumped but the surge in demand has left some parts of the market looking mispriced.

Cian O'Sullivan + 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

Kim Politzer
Article 3 min read

Four real estate trends to watch as economies reopen

After a tumultuous 2020, we believe there are four main themes that will determine real estate trends for this year and the decade to come.

Kim Politzer + 1 other | 1 March 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

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

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

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

James Durance
Blog 3 min read

European high yield: The curious case of the defaults that didn’t happen

At the height of the March crash, defaults looked set to soar. The reality turned out to be very different.

James Durance + 1 other | 12 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

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

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

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

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

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

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

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

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

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

Kim Politzer
Blog 8 min read

Crisis accelerates trends in European real estate

The implications of the Covid-19 pandemic for European real estate investors

Kim Politzer | 28 July 2020

Takashi Maruyama
Blog 1 min read

Chart Room: Robots on the rise in a post-Covid world

We think factory automation will accelerate further in a post-Covid world, as machines don’t get sick and can work continuously excluding maintenance.

Takashi Maruyama + 3 others | 22 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

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

Dale Nicholls
Blog 3 min read

Valuations come to the fore in Hong Kong

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

Dale Nicholls + 1 other | 10 June 2020

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

Ian Samson
Article 1 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

Rick Patel
Blog 3 min read

Is the US turning Japanese?

A higher post-coronavirus savings rate in the US risks pushing the country into a low growth spiral similar to that which first ensnared Japan 30 years ago.

Rick Patel | 27 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

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

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

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

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

Andrew McCaffery
Blog 4 min read

Fidelity CIOs: Dispersion increases as demand effects filter through

Investors become more selective as demand shock hits oil price and other sectors.

Andrew McCaffery + 1 other | 22 April 2020

Matthew Jennings
Article 1 min read

How to think about dividend cuts

A spate of dividend reductions or postponements has raised concerns among investors globally. But not all dividend cuts are created equal.

Matthew Jennings + 4 others | 20 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

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

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

Amit Lodha
Blog 3 min read

Analysing the shift from bad to less bad

The stimulus to fight the economic shutdown in the wake of the coronavirus is second only to the Marshall Plan following the Second World War.

Amit Lodha | 26 March 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

Ario Emami Nejad
Article 4 min read

European IG: With volatility comes opportunity, but discipline is key

Recent price dislocations means the long run return potential of European investment grade bonds is positive, but prepare for continued volatility

Ario Emami Nejad | 18 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

Ian Samson
Blog 2 min read

FLI: Consumer confidence holds up amid broad-based slowdown

For the first time in two years the Fidelity Leading Indicator cycle tracker signals both below-trend growth and deceleration.

Ian Samson | 10 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

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

Paras Anand
Blog 2 min read

When the playbook stops working

Why did markets wait so long to sell off in the wake of the Covid-19 coronavirus outbreak?

Paras Anand | 24 February 2020

Fidelity International
Blog 3 min read

Market volatility spikes on coronavirus impact

How should investors respond to the uncertainty caused by the coronavirus outbreak, and the volatility it may create?

Fidelity International | 12 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 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

Fidelity International
Video 6 min watch

Cool Heads: Romain Boscher and Marty Dropkin on earnings and consumer strength

Romain Boscher and Marty Dropkin discuss discuss the rebound in earnings and the divergence between manufacturing and consumer strength.

Fidelity International | 31 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

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

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

Romain Boscher
Article 3 min read

Decades of loose policy have left us in uncharted territory

Driven by loose monetary and fiscal policies, leverage is enormous and market dislocations numerous - anything could happen from here.

Romain Boscher | 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

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

Ian Samson
Blog 2 min read

EM outlook: Easier conditions, tougher growth

After a challenging end to last year, the start of 2019 has brought some tentative stability to emerging markets. But it is too early to issue the all-clear.

Ian Samson | 8 April 2019

Paras Anand
Blog 2 min read

Uncertainty is now at an attractive discount in the UK and elsewhere

Predictability has been at a premium in recent years, but we feel the discount now offered to take on uncertainty offers a long-run opportunity.

Paras Anand | 22 March 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

Catherine Yeung
Article 1 min read

Chinese stocks brace for increased capital flows

MSCI is quadrupling the weighting of Chinese shares in its benchmark indexes, highlighting the country's increasing centrality in global finance.

Catherine Yeung | 4 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

Jeremy Podger
Blog 2 min read

As market sells off, stay vigilant but calm

In light of the recent sell-off, it is important to watch the current apparent risks closely while focusing on stock selection rather than macro forecasting.

Jeremy Podger | 12 October 2018

Paras Anand
Blog 1 min read

Risk-off for the US but not for everywhere else

The right response for investors to signs of the US market losing momentum is to hunt for value in areas which have already been aggressively sold down.

Paras Anand | 11 October 2018

Gary Monaghan
Blog 2 min read

Tencent as bellwether

Tencent’s apparent setbacks look to be short term and not structural. A closer look reveals a wide moat in online gaming and social messaging.

Gary Monaghan | 16 August 2018

Amit Lodha
Article 4 min read

What to watch at the end of the cycle

The world seems full of questions at the moment about the end of the cycle, the effect of quantitative tightening, valuations and the trade war.

Amit Lodha | 7 August 2018

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