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The New Silk Read

The investor's guide to China, by Fidelity International

Q2 Global Investment Outlook: The post-trade trades
Article 4 min read

Q2 Global Investment Outlook: The post-trade trades

Henk-Jan Rikkerink + 1 other

26 March 2025

Q2 Asia Investment Outlook: Port in a storm?
Article 3 min read

Q2 Asia Investment Outlook: Port in a storm?

Lei Zhu + 1 other

26 March 2025

The Investor’s Guide to Asia: Forced to innovate
Video

The Investor’s Guide to Asia: Forced to innovate

Tina Tian + 4 others

17 March 2025

Crossing the river: What we learnt from China’s NPC
Article 3 min read

Crossing the river: What we learnt from China’s NPC

Peiqian Liu + 3 others

13 March 2025

What dancing robots tell us about the possibilities of investing in China
Article 4 min read

What dancing robots tell us about the possibilities of investing in China

Evelyn Huang + 1 other

17 February 2025

China: Where investors should look as policy shifts
Article 5 min read

China: Where investors should look as policy shifts

Monica Li + 1 other

22 January 2025

The return of Donald Trump: Start of the deals
Article 4 min read

The return of Donald Trump: Start of the deals

Terry Raven + 2 others

22 January 2025

The Investor's Guide to China podcast: The bull vs bear debate
Podcast 37 min listen

The Investor's Guide to China podcast: The bull vs bear debate

Martin Dropkin + 5 others

19 December 2024

Fidelity Answers: Outlook 2025 | The divergence dividend
Podcast 39 min listen

Fidelity Answers: Outlook 2025 | The divergence dividend

Carsten Roemheld + 4 others

9 December 2024

Fidelity International's China Stewardship Report 2024
Article 2 min read

Fidelity International's China Stewardship Report 2024

Fidelity International

2 December 2024

Equities 2025: New avenues
Article 5 min read

Equities 2025: New avenues

Niamh Brodie-Machura + 2 others

20 November 2024

Macro 2025: US poised to reflate
Article 5 min read

Macro 2025: US poised to reflate

Salman Ahmed

20 November 2024

Outlook 2025: All change
Article 2 min read

Outlook 2025: All change

Niamh Brodie-Machura + 1 other

20 November 2024

The Investor's Guide to China podcast: Chinese e-commerce goes global
Podcast 32 min listen

The Investor's Guide to China podcast: Chinese e-commerce goes global

Martin Dropkin + 5 others

1 November 2024

The Investor's Guide to China podcast: Dealing with China's debt
Podcast 31 min listen

The Investor's Guide to China podcast: Dealing with China's debt

Martin Dropkin + 5 others

3 October 2024

Chinese policy crosses the Rubicon. What now?
Article 3 min read

Chinese policy crosses the Rubicon. What now?

Hyomi Jie + 3 others

2 October 2024

Fidelity Answers: A practitioner's guide to investing in the energy transition
Podcast 33 min listen

Fidelity Answers: A practitioner's guide to investing in the energy transition

Kris Atkinson + 6 others

30 September 2024

Q4 Asia Investment Outlook: Go with the east wind
Article 3 min read

Q4 Asia Investment Outlook: Go with the east wind

Lei Zhu + 1 other

24 September 2024

Nowhere like home for Asia’s new money
Article 4 min read

Nowhere like home for Asia’s new money

Martin Dropkin + 1 other

26 August 2024

The Investor's Guide to China podcast: Asia's bright spots
Podcast 30 min listen

The Investor's Guide to China podcast: Asia's bright spots

Martin Dropkin + 7 others

8 August 2024

The true cost of Hong Kong’s cheaper audits - and how investors can help fix …
Article 5 min read

The true cost of Hong Kong’s cheaper audits - and how investors can help fix …

Tina Chang + 1 other

22 July 2024

Devil will be in the details after Chinese plenum
Article 2 min read

Devil will be in the details after Chinese plenum

Peiqian Liu + 1 other

19 July 2024

The Investor's Guide to China podcast: The renminbi effect
Podcast 26 min listen

The Investor's Guide to China podcast: The renminbi effect

Martin Dropkin + 5 others

18 July 2024

What struggling couriers reveal about investing in China
Article 3 min read

What struggling couriers reveal about investing in China

Reggie Pan + 2 others

26 June 2024

2024 Q3 Asia Investment Outlook: Policy shifts give investors reasons for opt…
Article 3 min read

2024 Q3 Asia Investment Outlook: Policy shifts give investors reasons for opt…

Martin Dropkin + 1 other

21 June 2024

The Investor's Guide to China podcast: Healthcare
Podcast 34 min listen

The Investor's Guide to China podcast: Healthcare

Martin Dropkin + 6 others

10 June 2024

Chart Room: Why China is doing more to heal property pains
Article 2 min read

Chart Room: Why China is doing more to heal property pains

Peiqian Liu + 1 other

17 May 2024

The quiet comeback of two of China’s battered sectors
Article 2 min read

The quiet comeback of two of China’s battered sectors

Tina Tian + 3 others

15 May 2024

Unlocking alpha: How global investors can play China’s onshore bonds
Article 3 min read

Unlocking alpha: How global investors can play China’s onshore bonds

Lei Zhu + 3 others

3 May 2024

Asian stocks enter the dividend age
Article 4 min read

Asian stocks enter the dividend age

Lynda Zhou + 2 others

29 April 2024

The Investor's Guide to China podcast: Shareholder return
Podcast 31 min listen

The Investor's Guide to China podcast: Shareholder return

Catherine Yeung + 7 others

24 April 2024

Chart Room: China’s sportswear sector on the right track
Article 1 min read

Chart Room: China’s sportswear sector on the right track

Alex Dong + 1 other

4 April 2024

Asian stocks enter the dividend age
Article 4 min read

Asian stocks enter the dividend age

Lynda Zhou + 2 others

3 April 2024

2024 Q2 Asia Investment Outlook: Steady as they grow
Article 3 min read

2024 Q2 Asia Investment Outlook: Steady as they grow

Lei Zhu + 1 other

28 March 2024

Field Notes: How hard times are building strong companies in China
Article 4 min read

Field Notes: How hard times are building strong companies in China

Hyomi Jie + 1 other

27 March 2024

Chart Room: Why Chinese investors love ultra-long bonds
Article 1 min read

Chart Room: Why Chinese investors love ultra-long bonds

Alvin Cheng + 2 others

22 March 2024

What investors should know about Asean’s ecommerce war
Article 4 min read

What investors should know about Asean’s ecommerce war

Elroy Ng + 2 others

11 March 2024

The Investor's Guide to China podcast: Cities and migration
Podcast 34 min listen

The Investor's Guide to China podcast: Cities and migration

Catherine Yeung + 7 others

11 March 2024

Will an older China unleash the potential for homegrown medical tech?
Article 3 min read

Will an older China unleash the potential for homegrown medical tech?

Hyomi Jie + 2 others

5 March 2024

Chart Room: What Japan’s ‘mother machines’ tell us about the world’s manufact…
Article 2 min read

Chart Room: What Japan’s ‘mother machines’ tell us about the world’s manufact…

Ruiheng Wang + 1 other

22 February 2024

Rich Pickings podcast: Asia and Latin America are reshaping the world for inv…
Podcast 40 min listen

Rich Pickings podcast: Asia and Latin America are reshaping the world for inv…

Richard Edgar + 5 others

19 February 2024

Lower targets, more stimulus for China
Article 3 min read

Lower targets, more stimulus for China

Peiqian Liu + 2 others

13 February 2024

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

The Investor's Guide to China podcast: China's bond market

Catherine Yeung + 7 others

7 February 2024

Rich Pickings: Analyst Survey 2024 - ready for a reset
Podcast 38 min listen

Rich Pickings: Analyst Survey 2024 - ready for a reset

Richard Edgar + 4 others

26 January 2024

Chart Room: China’s fiscal policy will do the heavy lifting to pick up growth
Article 2 min read

Chart Room: China’s fiscal policy will do the heavy lifting to pick up growth

Peiqian Liu + 1 other

26 January 2024