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The Investor's Guide to China podcast: Tech Hardware and the 'Chip War'
Chip shortages at the start of the Covid pandemic threw semiconductors into the limelight. More recently, chips have been the focus of trade tensions.
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.
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.
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.
Rich Pickings podcast: Where next for consumers and a download from Silicon Valley
Fresh from Silicon Valley, Hyun Ho Sohn and Jonathan Tseng join Richard Edgar to discuss how the tech sector is faring.
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
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.
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.
Analyst Survey 2022: Japan outlook is still positive but cycle is maturing
Managements at Japanese firms are largely positive but the country may be further on in the cycle than elsewhere.
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.
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.
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.
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.
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.
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.
The connectivity revolution is only just beginning
Most investment opportunities from unprecedented connectivity lie in the future.
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.
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.
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.
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
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.
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.
Tech stocks sell off, but fundamentals remain intact
Tech stocks fared badly in the recent sell off, but fundamentals remain intact.
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.
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