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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

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

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

Stuart Rumble
Blog 1 min read

Chart Room: A new record high for US stocks, but mind the lopsided valuations

The average European bank capital ratio has never been stronger. This has led to a stark contrast in returns across bank capital structures.

Stuart Rumble + 2 others | 20 August 2020

Jon Guinness
Blog 4 min read

The connectivity revolution is only just beginning

Most investment opportunities from unprecedented connectivity lie in the future.

Jon Guinness + 1 other | 17 August 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

Sumant Wahi
Article 5 min read

US-China trade war: The chips are down for tech supply chains

The latest front in the US-China trade war centers on tighter sanctions on the Chinese tech giant Huawei.

Sumant Wahi + 2 others | 22 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 + 4 others | 15 June 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

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 + 4 others | 5 March 2020

Sebastian Morton-Clark
Podcast 31 min listen

Fundamentals podcast: The battle for 5G (and what else we learned in Silicon Valley)

Fresh from Silicon Valley, Fidelity International reveals what 5G technology promises and why it's become a battleground of national importance

Sebastian Morton-Clark + 3 others | 16 December 2019

Sumant Wahi
Blog 3 min read

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

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

Sumant Wahi | 28 November 2019

Sumant Wahi
Blog 3 min read

Trade wars supercharge China’s drive to tech self-sufficiency

The trade war with the US is driving China to double down on strengthening its tech infrastructure and building self-sufficient supply chains.

Sumant Wahi + 1 other | 26 November 2019

Sumant Wahi
Blog 2 min read

Bumpy road ahead for US tech stocks

Volatility is set to continue into 2019, but this is not the beginning of the end for the FAANGs.

Sumant Wahi + 2 others | 28 November 2018

Hyun Ho Sohn
Blog 1 min read

Tech stocks sell off, but fundamentals remain intact

Tech stocks fared badly in the recent sell off, but fundamentals remain intact.

Hyun Ho Sohn | 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

Sumant Wahi
Article 9 min read

Avoiding 'cybergeddon': ESG risk in an interconnected world

In an increasingly digital society, cybersecurity and data protection are rapidly emerging as some of the biggest ESG risks for companies to manage.

Sumant Wahi + 6 others | 5 April 2018

Grethe Schepers
Article 12 min read

Sector by sector: Fidelity Analyst Survey 2018

From healthcare and industrials to IT, energy and telecoms: find the sector that interests you.

Grethe Schepers + 1 other | 20 February 2018

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