OverviewAuthor
Asia Mid-Year Outlook: The diversification trade
The ongoing divergence between economies presents a new reality for Asia. At the same time, it offers exciting diversification opportunities.
Beyond tariffs: The argument for Asia local currency bonds
With little clarity as yet on where President Trump’s trade policies will take the US – and global – economy, diversification is back in focus.
Q2 Asia Investment Outlook: Port in a storm?
Subdued inflation and resilient growth should make Asia an attractive destination for investors in the coming months.
Crossing the river: What we learnt from China’s NPC
Economic targets announced at China’s recent National People’s Congress are mostly in line with expectations, but it appears Beijing has saved ammunition.
Fixed Income 2025: Rates make return journey
After navigating an interest rate hiking cycle, fixed income investors face a completely different challenge in 2025.
Trump wins
Donald Trump has won the US presidential election. Here Fidelity International’s economists and investment managers discuss some of the likely impact.
Q4 Asia Investment Outlook: Go with the east wind
A dip in US growth will have an impact on Asia, but the slowdown will also provide room for the region’s policymakers to cut interest rates.
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
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.
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