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Equities 2025: New avenues
A decisive US election, political ructions in Europe, and Chinese fiscal action spell more volatility for stock markets in 2025. And new roads to returns.
Trump wins
Donald Trump has won the US presidential election. Here Fidelity International’s economists and investment managers discuss some of the likely impact.
The Investor's Guide to China podcast: Chinese e-commerce goes global
Can China’s e-commerce companies replicate their domestic success globally, from Southeast Asia to North America?
The Investor's Guide to China podcast: Dealing with China's debt
As China rolls out new stimulus measures, the country’s approach to debt and public spending is back in the spotlight.
Nowhere like home for Asia’s new money
A Fidelity survey reveals Asia’s retail investors favour equities outside of the region ahead of anticipated Fed cuts. But Asia has just as much to offer.
The Investor's Guide to China podcast: Asia's bright spots
Asia is at the heart of three megatrends that are transforming the global economy: artificial intelligence, the energy transition, and shifting supply chains.
The Investor's Guide to China podcast: The renminbi effect
In this episode, we turn our attention to something that affects almost every investor in China: a weakening renminbi.
2024 Q3 Asia Investment Outlook: Policy shifts give investors reasons for optimism
Stimulus and reforms that are addressing cyclical and structural issues should invigorate Asia’s markets.
The Investor's Guide to China podcast: Healthcare
Chinese healthcare is a vast universe, spanning everything from biotech to traditional medicine.
The Investor's Guide to China podcast: Shareholder return
The story of China's economy has long been one of rapid growth. But investors are turning their attention to something more long-lasting: shareholder returns.
The Investor's Guide to China podcast: Cities and migration
Where people live within China - and why - is fundamental to understanding the country’s changing demographics.
The Investor's Guide to China podcast: China's bond market
Catherine Yeung and Marty Dropkin tackle a topic that often flies under the radar, but could in fact hold great potential for investors: China’s bond market.
Volatility in China conceals pockets of strength
Current market moves may be unsettling, but corporate China has proven its ability to innovate and create opportunities even in the toughest of markets.
The Investor's Guide to China podcast: Transition materials
Exploring the critical role of transition materials — such as lithium and cobalt, essential to developing and deploying clean energy technologies.
Rich Pickings podcast: Outlook 2024
Richard Edgar is joined by Fidelity's heads of investment to discuss the investment outlook for 2024.
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.
The Investor's Guide to China podcast: Japanification
When you look at some of the big economic issues China is dealing with today, you quickly realise Japan has been through a lot of the same challenges.
Asia Quarterly Outlook: Bright spots amid the haze
Asia is facing near-term challenges. We think now is the time to see through the current cycle and position for structural growth.
The Investor's Guide to China podcast: De-dollarisation
When it comes to currencies, it often feels like it's all about the US dollar. Although the greenback has dominated international trade and finance for decades
The Investor's Guide to China podcast: China Consumer
China’s economic rebound hasn’t been as strong as many anticipated.
The Investor's Guide to China podcast: Decarbonising China
2021 was a big year for the global fight against climate change. China's president, Xi Jinping, again pledged that China would hit peak emissions by 2030.
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.
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.
The Investor’s Guide to China podcast: China’s reopening and supply chains
The Investor’s Guide to China podcast: China’s reopening and supply chains
Rich Pickings podcast: Your questions answered
Fidelity experts answer listeners investment questions for this festive special of Rich Pickings.
The Investor's Guide to China podcast: China's Onshore Markets
China's economy and its markets have faced a number of headwinds in 2022. Slowing growth, geopolitical uncertainty, the impact of the country's Covid policy
Asia’s shifting growth model
Will Asian central banks continue to dance to the Fed’s tune?
Equities 2023: Market uncertainty to remain amid tighter policy
We expect a high degree of volatility for global equities in 2023. However, diverging earnings expectations will present select opportunities
The Investor's Guide to China podcast: China's Next Phase
What's going to happen as we enter a new phase of the Chinese growth story under President Xi Jinping's leadership.
The Investor's Guide to China podcast: Private Markets
So much of the investment conversation is dominated by companies that have already gone public. But it's not always just about listed companies.
The Investor's Guide to China podcast: Engaging with companies in China
To many outsiders, Chinese equity investing might conjure up images of a huge momentum-fuelled market where investors revel in speculation.
The Investor's Guide to China podcast: Common Prosperity
The phrase "common prosperity" has certainly been getting a lot of air time recently, both domestically in China as well as around the world.
The Investor's Guide to China podcast: Supply Chains
Now over two years into this pandemic and the world is still battling some serious supply chain disruptions.
Remapping China risks
Amid rising investor uncertainty over China-related risks, we assess what’s changed and what hasn’t in the outlook for China’s markets and macro policy.
The Investor's Guide to China podcast: Debt
With debt continuing to be a very strong focus for investors, it’s important to differentiate between good debt and bad debt.
Asia’s shifting growth model
Market leadership continues to evolve across Asia-Pacific, with potential inflation making some markets look more resilient than others.
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.
Rich Pickings podcast: The uncomfortable trade
A reckoning in China, a debt ceiling in the US, soaring energy prices in Europe: we gather the experts to help make sense of it all.
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.
The Investor's Guide to China podcast: Trade and growth
"Despite geopolitical friction capital flows to China look set not just to persist but to accelerate," says CIO for Asia Pacific, Paras Anand.
Fidelity’s August Pulse Survey: Preparing for a second wave of Covid-19
Fidelity’s August Pulse Survey: Preparing for a second wave of Covid-19
July’s Fidelity International Pulse Survey: Falling costs find some support
July’s Fidelity International Pulse Survey: Falling costs find some support
Proprietary ESG ratings prove their worth
Businesses that perform well on sustainability were more resilient during the Covid-19 crash.
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.
Fidelity International Pulse Survey: Society’s big moment
Fidelity International's May survey of 145 analysts found that the Covid-19 crisis is focusing companies' attention on social issues.
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.
Downgrade risks when zombies become fallen angels
The high yield bond market prepares for an influx of downgraded investment grade debt.
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.
The challenge of investing sustainably in sovereign debt
Engaging with sovereigns is much harder than with companies. But it is well worth the effort for investors and governments.
Podcast: Fidelity Analyst Survey 2019
Fidelity's heads of research go in-depth on the findings from this year's Fidelity Analyst Survey.
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.
The next recession: zombie killer
Zombie companies have grown in number since the financial crisis. The next recession should kill them off.
Fixed Income Outlook 2019: The rise of volatility
Fidelity International's outlook for fixed income markets in 2019
Uncharted waters: Creating an ESG investment checklist through water sustainability
Uncharted waters: Creating an ESG investment checklist through water sustainability
Has passive peaked?
Passive investing has undergone stellar growth but as monetary policies and market dynamics shift could we be seeing the 'peak' of the passive bull run?
In depth in eight minutes: what the Fidelity Analyst Survey reveals
Capex, China and ESG feature highly as the global sentiment indicator ticks up.
Bond covenants: beware of slipping standards late in the cycle
As the market matures, governance standards often become looser - which, in fixed income, is most conspicuous in bond covenants.
Bond covenants: beware of slipping standards late in the cycle
As the market matures, governance standards often become looser - which, in fixed income, is most conspicuous in bond covenants.
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