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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.
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.
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.
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.
Axing the ‘ex-Japan’: A new era for Japanese bonds
Tailwinds stretching from index reform to rate hikes are lifting Japan's bond market from the doldrums
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.
2024 Q2 Asia Investment Outlook: Steady as they grow
Major Asian economies are carefully steadying their ships as they sail into the second quarter, while domestic imbalances and geopolitical risks persist.
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.
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.
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.
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.
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.
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.
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.
Chart Room: A waiting game on rate transmission
The US continues to defy the gravity of rate hikes but a closer look at monetary policy transmission mechanisms suggests the effects are delayed, not denied.
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?
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.
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.
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.
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.
Chart Room: Easing Japan’s ‘June jam’ of shareholder meetings
The pile-up of annual general meetings at the end of June in Japan can be a pain for investors, but jams have been easing somewhat in a positive sign.
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.
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.
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.
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.
China’s banks have seen this show before
China’s banks have seen this show before
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.
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.
Cementing a greener future in China
We see huge environmental value in helping to set a top Chinese cement producer on a greener path.
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.
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.
The Vegas of the East at a crossroads
Macau’s tourism-dependent economy was hit hard by Covid-19. Now, the Chinese casino hub aims to turn a crisis into an opportunity to reinvent itself.
Chart Room: EVs plug into the mainstream in China
Chart Room: EVs plug into the mainstream in China
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.
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.
Getting ahead of India’s settlement reform
India’s plan to shorten the settlement period for stock trading may create significant upheaval for market participants and investors
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
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.
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.
Analyst Survey 2022: China goes its own way
After being "first in, first out" of the pandemic, China is showing signs of weaker management confidence.
Analyst Survey 2022: Region by region
Analyst Survey 2022: Region by region breakdown
Chart Room: Home is where the supply shortage is
Supply has never looked tighter in the US housing market. Construction backlogs persist and prices climb as homebuyers appear undeterred by looming rate hikes.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Many hands can make ESG work
Collaborative engagement by investors can be a more effective way to persuade companies to act sustainably, yet the practice is far from common.
An express dialogue: ESG engagement in China
Fidelity International worked with China’s biggest express-delivery company on sustainable growth.
China sentiment points to sustained lead in global recovery
Management confidence at Chinese companies is notably higher about the year ahead, as China stages a “first in, first out” recovery from the Covid-19 crisis.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
China’s economy is turning the corner after a historically bad GDP contraction
China’s economy is turning the corner after a historically bad GDP contraction
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
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