OverviewAuthor
US and China agree to reduce tariffs
The agreement to lower tariffs reduces some uncertainty around markets. But longer-term, structural changes will continue to play out.
The Investor’s Guide to Asia: The great tariff reshape
China has responded well to the US trade war. Other, domestically-focused economies, could fare even better.
The Investor’s Guide to Asia: Forced to innovate
Headlines about geopolitics suggest Asian companies will struggle to push tech boundaries. Quite the opposite, says Fidelity International's investment team.
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.
Chart Room: Credit markets focus again on fundamentals
Fidelity's model shows factors associated with credit fundamentals and valuations have contributed more than sentiment to investment returns since the pandemic
Chart Room: Equity volatility eases as Treasury yields rise
The VIX has fallen below a key technical level, suggesting a new wave of investor optimism.
Chart Room: After the Gold Rush
Is it time to take profits in gold?
Chart Room: Weakening dollar gives emerging markets a shot in the arm
Emerging markets may be helped further along by the weaker outlook for the US dollar.
Chart Room: Why growth still has room to grow in China equities
The valuation premium for China growth stocks versus value stocks hit a new all-time high, lifted by the consumer, tech and healthcare sectors.
Chart Room: The resilience of China’s onshore stocks
China’s onshore stocks (A-shares) have outperformed their Hong Kong and overseas listed counterparts, but their valuations are relatively undemanding.
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