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The New Silk Read

The investor's guide to China, by Fidelity International

Paras Anand avatar
Article 4 min read

Flows vs friction

Paras Anand

17 March 2021

China sentiment points to sustained lead in global recovery
Article 3 min read

China sentiment points to sustained lead in global recovery

Yi Hu

1 March 2021

What’s ahead for China’s markets in the Year of the Ox
Blog 3 min read

What’s ahead for China’s markets in the Year of the Ox

Victoria Mio + 3 others

7 February 2021

Chart Room: The return of the value super-cycle?
Blog 2 min read

Chart Room: The return of the value super-cycle?

Fabio Riccelli + 3 others

28 January 2021

China, the West and the rest: how vaccine rollouts are progressing
Blog 4 min read

China, the West and the rest: how vaccine rollouts are progressing

Yuanlin Lang + 1 other

28 January 2021

Chart Room: Chinese stocks, playing catchup, finally retrace 2015 highs
Blog 1 min read

Chart Room: Chinese stocks, playing catchup, finally retrace 2015 highs

George Efstathopoulos + 2 others

7 January 2021

New survey finds silver linings to China’s pension challenges
Blog 3 min read

New survey finds silver linings to China’s pension challenges

Daisy Ho

22 December 2020

Chart Room: China government bond yields catch their breath
Article 2 min read

Chart Room: China government bond yields catch their breath

George Efstathopoulos + 1 other

17 December 2020

China stewardship podcast: Witness an evolution
Podcast 32 min listen

China stewardship podcast: Witness an evolution

Richard Edgar + 5 others

7 December 2020

Building solid foundations: Fidelity International China Stewardship Report...
Article 1 min read

Building solid foundations: Fidelity International China Stewardship Report...

Fidelity International

30 November 2020

The Investor's Guide to China podcast: Belt and Road
Podcast 46 min listen

The Investor's Guide to China podcast: Belt and Road

Paras Anand + 6 others

30 November 2020

Asia Outlook 2021: Asian economies demonstrate resilience
Article 5 min read

Asia Outlook 2021: Asian economies demonstrate resilience

Paras Anand

27 November 2020

China bond defaults signal a coming of age as state safety net shrinks
Blog 3 min read

China bond defaults signal a coming of age as state safety net shrinks

Alvin Cheng + 1 other

24 November 2020

Chart Room: Asia’s export engine supercharged by new trade deal
Article 2 min read

Chart Room: Asia’s export engine supercharged by new trade deal

Ian Samson + 2 others

19 November 2020

China takes aim at trash
Article 5 min read

China takes aim at trash

Bertrand Lecourt + 3 others

11 November 2020

Growth targets take a backseat in China’s new economic plan
Blog 3 min read

Growth targets take a backseat in China’s new economic plan

Lynda Zhou + 2 others

30 October 2020

The hidden dragon of 2020
Blog 3 min read

The hidden dragon of 2020

Paras Anand

27 October 2020

Analyst Pulse Survey: Companies are restructuring, but are they resilient?
Blog 5 min read

Analyst Pulse Survey: Companies are restructuring, but are they resilient?

Terry Raven + 2 others

17 September 2020

Fidelity CIOs: Focus on resilience
Blog 5 min read

Fidelity CIOs: Focus on resilience

Andrew McCaffery + 1 other

3 September 2020

Chart Room: China’s Covid rebound puts the ‘V’ in investment
Blog 2 min read

Chart Room: China’s Covid rebound puts the ‘V’ in investment

Crystal Cui + 3 others

3 September 2020

Chart Room: The resilience of China’s onshore stocks
Blog 2 min read

Chart Room: The resilience of China’s onshore stocks

George Efstathopoulos + 3 others

27 August 2020

China property: Built for the long run
Blog 4 min read

China property: Built for the long run

Ming Gong + 1 other

24 August 2020

The Investor's Guide to China podcast: Consumers
Podcast 30 min listen

The Investor's Guide to China podcast: Consumers

Paras Anand + 8 others

11 August 2020

Chinese banks are due for national service
Blog 4 min read

Chinese banks are due for national service

Monica Li + 2 others

31 July 2020

With nowhere to go, Chinese tourists spend closer to home
Article 4 min read

With nowhere to go, Chinese tourists spend closer to home

Hyomi Jie + 2 others

28 July 2020

Covid health code reveals China’s big data edge
Blog 4 min read

Covid health code reveals China’s big data edge

Tina Tian + 1 other

16 July 2020

Chart Room: Why China government bonds have underperformed other markets
Blog 1 min read

Chart Room: Why China government bonds have underperformed other markets

George Efstathopoulos + 3 others

15 July 2020

Post-Covid environment offers new testing ground for sustainable growth in ...
Article 6 min read

Post-Covid environment offers new testing ground for sustainable growth in ...

Paras Anand + 1 other

2 July 2020

Valuations come to the fore in Hong Kong
Blog 3 min read

Valuations come to the fore in Hong Kong

Dale Nicholls + 1 other

10 June 2020

Hong Kong and the relevance of economic resilience
Blog 4 min read

Hong Kong and the relevance of economic resilience

Paras Anand

28 May 2020

The end of the journey to the West: Chinese tech firms come home
Blog 5 min read

The end of the journey to the West: Chinese tech firms come home

Paras Anand + 1 other

27 May 2020

China again primes growth with infrastructure investment
Blog 3 min read

China again primes growth with infrastructure investment

Jing Ning

25 May 2020

The Investor's Guide to China podcast: Technology and innovation
Podcast 41 min listen

The Investor's Guide to China podcast: Technology and innovation

Paras Anand + 7 others

22 May 2020

These 8 charts suggest cautious consumer sentiment in China's Covid-19 rebound
Blog 1 min read

These 8 charts suggest cautious consumer sentiment in China's Covid-19 rebound

Viral Patel

20 May 2020

China’s tourists step out again
Article 4 min read

China’s tourists step out again

Tina Tian + 5 others

7 May 2020

A shelter from the storm, for now: China’s bond market set to open further
Article 4 min read

A shelter from the storm, for now: China’s bond market set to open further

Alvin Cheng + 5 others

23 April 2020

How to think about dividend cuts
Article 1 min read

How to think about dividend cuts

Matthew Jennings + 4 others

20 April 2020

China’s economy is turning the corner after a historically bad GDP contraction
Article 4 min read

China’s economy is turning the corner after a historically bad GDP contraction

Paras Anand + 3 others

17 April 2020

Delayed demand making its return to China’s property market
Blog 4 min read

Delayed demand making its return to China’s property market

Ming Gong + 2 others

8 April 2020

Strong underpinnings to Asia’s investment grade bond market
Blog 2 min read

Strong underpinnings to Asia’s investment grade bond market

Eric Wong + 2 others

3 April 2020

The view from Hong Kong
Blog 4 min read

The view from Hong Kong

Dale Nicholls

2 April 2020

A cautious consumer rebound takes hold in China
Blog 3 min read

A cautious consumer rebound takes hold in China

Ben Li + 3 others

26 March 2020

China and its neighbours reboot supply chains
Blog 3 min read

China and its neighbours reboot supply chains

Fidelity International + 1 other

23 March 2020

Fidelity analysts say China will lead recovery from virus
Article 3 min read

Fidelity analysts say China will lead recovery from virus

George Watson

13 March 2020

China gets back to business
Blog 3 min read

China gets back to business

Bryan Collins

13 March 2020