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Article 4 min read

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.

Lei Zhu + 2 others | 10 June 2025

Article 3 min read

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.

Belinda Liao + 2 others | 19 May 2025

Article 3 min read

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.

Lei Zhu + 1 other | 26 March 2025

Article 3 min read

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.

Peiqian Liu + 3 others | 13 March 2025

Article 4 min read

Fixed Income 2025: Rates make return journey

After navigating an interest rate hiking cycle, fixed income investors face a completely different challenge in 2025.

Steve Ellis + 1 other | 20 November 2024

Article 9 min read

Trump wins

Donald Trump has won the US presidential election. Here Fidelity International’s economists and investment managers discuss some of the likely impact.

Niamh Brodie-Machura + 7 others | 6 November 2024

Article 3 min read

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.

Lei Zhu + 1 other | 24 September 2024

Article 3 min read

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.

Lei Zhu + 3 others | 3 May 2024

Article 4 min read

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

Belinda Liao + 3 others | 29 April 2024

Article 3 min read

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.

Lei Zhu + 1 other | 28 March 2024

Podcast 30 min listen

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.

Catherine Yeung + 7 others | 7 February 2024

Article 4 min read

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.

Lei Zhu + 3 others | 5 December 2023

Article 5 min read

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.

Lei Zhu + 1 other | 17 November 2023

Article 4 min read

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.

Lei Zhu + 3 others | 19 June 2023