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Chinese policy crosses the Rubicon. What now?
A decisive policy pivot finally got markets excited again about China. But growth will only materialise if policymakers follow through with fiscal firepower.
Emboldened BOJ takes hawkish tilt
The Bank of Japan has set itself firmly on the path of further policy normalisation. But how far and fast it will go from here remains an open question.
Devil will be in the details after Chinese plenum
There were hints of a greater focus on growth from the Chinese leadership’s third plenum, but markets want to see more concrete steps to prop up the economy
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.
Chart Room: Why China is doing more to heal property pains
An in-depth look at the first-quarter GDP figures sheds light on why the much-needed policy support comes now.
BOJ: Time to turn positive
The Bank of Japan took an historic step in its March meeting, ending the era of negative interest rates. But the tone of the central bank was cautious overall.
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.
Rich Pickings podcast: Asia and Latin America are reshaping the world for investors
Richard Edgar is joined by Fidelity International experts to discuss how Asia and Latin America are reshaping the world for investors.
Lower targets, more stimulus for China
March’s National People’s Congress in China will almost certainly set a reduced growth target of 5 per cent.
Chart Room: China’s fiscal policy will do the heavy lifting to pick up growth
Despite a surprise cut to banks’ reserve requirement ratios, it’s fiscal policy that’s likely to take the leading role in driving Chinese growth in 2024.
China signals growth resolve with trillion-yuan bonds
China has announced the issuance of 1 trillion yuan ($140 billion) of special government bonds to help local governments struggling with debt.
Chart Room: China’s tourists tiptoe out again
Where tourists went and how they spent during China's first ‘Golden Week’ holiday since zero-Covid ended says a lot about their confidence and changing tastes.
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?
PBoC ups ante on moves to meet growth target
Chinese authorities are accelerating what to date has been a relatively incremental easing of policy to support growth. There will be more to come.
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
BOJ: Patience is virtue
At its June meeting, the Bank of Japan has retained its dovish bias, and we believe markets will price in a lower possibility of an imminent exit from YCC.
Chart Room: Retail therapy for Japan’s ‘lowflation’ headache
The Bank of Japan has struggled to convince the public that inflation will stick. But recent data shows there could be a shift in consumers’ mentality.
Chart Room: Getting China’s youth back to work
The job prospects are still gloomy for young people in China, and the picture may get worse before it gets better.
Rich Pickings podcast: Looking for cracks in the system after SVB
After the collapse of Silicon Valley Bank, Richard Edgar is joined by some of Fidelity's experts to discuss the fallout.
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.
Chart Room: Why fixed-asset investment is on the move in China
Investment remains a major driver of China’s economy, but priorities are shifting from property to manufacturing.
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