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The New Silk Read

The investor's guide to China, by Fidelity International

The Investor's Guide to China podcast: Tech Hardware and the 'Chip War'
Podcast 35 min listen

The Investor's Guide to China podcast: Tech Hardware and the 'Chip War'

Catherine Yeung + 8 others

21 March 2023

China’s banks have seen this show before
Article 4 min read

China’s banks have seen this show before

Sherry Zhang + 1 other

20 March 2023

Rich Pickings podcast: Looking for cracks in the system after SVB
Podcast 36 min listen

Rich Pickings podcast: Looking for cracks in the system after SVB

Gita Bal + 5 others

15 March 2023

Inflation’s bite won’t spoil China’s recovery
Article 3 min read

Inflation’s bite won’t spoil China’s recovery

Taosha Wang + 2 others

13 March 2023

Chart Room: Why fixed-asset investment is on the move in China
Article 2 min read

Chart Room: Why fixed-asset investment is on the move in China

Peiqian Liu

9 March 2023

China’s property market sparks to life with signs of recovery
Article 2 min read

China’s property market sparks to life with signs of recovery

Victoria Mio + 2 others

9 March 2023

How to invest for China’s next phase
Article 3 min read

How to invest for China’s next phase

Andrew McCaffery

1 March 2023

CIO podcast: What next for China and what investors might have missed
Podcast 15 min listen

CIO podcast: What next for China and what investors might have missed

Andrew McCaffery + 2 others

28 February 2023

Chart Room: Earnings, not valuations, will carry China’s rebounding markets f…
Blog 2 min read

Chart Room: Earnings, not valuations, will carry China’s rebounding markets f…

Feng Han + 3 others

23 February 2023

How far can ‘revenge spending’ consumers carry China’s economic rebound?
Article 2 min read

How far can ‘revenge spending’ consumers carry China’s economic rebound?

Lynda Zhou + 1 other

13 February 2023

The Investor’s Guide to China podcast: China’s reopening and supply chains
Podcast

The Investor’s Guide to China podcast: China’s reopening and supply chains

Catherine Yeung + 7 others

12 February 2023

Rich Pickings podcast: Analyst Survey 2023 - Light at the end of the tunnel
Podcast 37 min listen

Rich Pickings podcast: Analyst Survey 2023 - Light at the end of the tunnel

Richard Edgar + 4 others

10 February 2023

Chart Room: A hiring spree on the horizon in China
Article 1 min read

Chart Room: A hiring spree on the horizon in China

Reggie Pan + 2 others

9 February 2023

Analyst Survey 2023: China poised to lead expansion in Asia
Article 4 min read

Analyst Survey 2023: China poised to lead expansion in Asia

Victoria Mio + 1 other

6 February 2023

Analyst Survey 2023: Light at the end of the tunnel
Article 5 min read

Analyst Survey 2023: Light at the end of the tunnel

Ned Salter + 2 others

6 February 2023

Fundamentals: China’s reopening and supply chains
Article 2 min read

Fundamentals: China’s reopening and supply chains

Theresa Zhou + 1 other

2 February 2023

ESGenius: Cementing a greener future in China
Article 5 min read

ESGenius: Cementing a greener future in China

Alex Dong + 2 others

17 January 2023

A new golden age for China’s investment sector
Article 3 min read

A new golden age for China’s investment sector

Senan Yuen + 1 other

23 December 2022

Rich Pickings podcast: Your questions answered
Podcast 21 min listen

Rich Pickings podcast: Your questions answered

Aditya Khowala + 4 others

22 December 2022

Rich Pickings podcast: Outlook 2023 - navigating the polycrisis
Podcast 34 min listen

Rich Pickings podcast: Outlook 2023 - navigating the polycrisis

Richard Edgar + 6 others

16 December 2022

The Investor's Guide to China podcast: China's Onshore Markets
Podcast 32 min listen

The Investor's Guide to China podcast: China's Onshore Markets

Catherine Yeung + 8 others

12 December 2022

The Vegas of the East at a crossroads
Article 3 min read

The Vegas of the East at a crossroads

Victoria Mio + 3 others

1 December 2022

Chart Room: EVs plug into the mainstream in China
Article 2 min read

Chart Room: EVs plug into the mainstream in China

Victoria Mio + 2 others

1 December 2022

Are private savings the answer for China’s ageing masses?
Article 5 min read

Are private savings the answer for China’s ageing masses?

Helen Huang + 2 others

30 November 2022

Fidelity International China Stewardship Report 2022
Article 2 min read

Fidelity International China Stewardship Report 2022

Fidelity International

23 November 2022

New world, new playbook
Article 5 min read

New world, new playbook

Salman Ahmed

23 November 2022

Asia’s shifting growth model
Article 3 min read

Asia’s shifting growth model

Martin Dropkin + 2 others

11 November 2022

Equities 2023: Market uncertainty to remain amid tighter policy
Article 4 min read

Equities 2023: Market uncertainty to remain amid tighter policy

Ilga Haubelt + 1 other

11 November 2022

Looking through the gridlock
Article 3 min read

Looking through the gridlock

Fidelity International

10 November 2022

The Investor's Guide to China podcast: China's Next Phase
Podcast 35 min listen

The Investor's Guide to China podcast: China's Next Phase

Catherine Yeung + 7 others

8 November 2022

Time to look beyond market turmoil and focus on China’s long-term growth
Article 4 min read

Time to look beyond market turmoil and focus on China’s long-term growth

Fidelity International

27 October 2022

A healthy economy remains key to China’s goals
Article 3 min read

A healthy economy remains key to China’s goals

Andrew McCaffery

24 October 2022

Q4 Asia Investment Outlook: Potential bright spot amid a challenging winter
Article 2 min read

Q4 Asia Investment Outlook: Potential bright spot amid a challenging winter

Andrew McCaffery

11 October 2022

Q4 Investment Outlook: Into the unknown
Article 4 min read

Q4 Investment Outlook: Into the unknown

Andrew McCaffery

7 October 2022

The Investor's Guide to China podcast: Private Markets
Podcast 35 min listen

The Investor's Guide to China podcast: Private Markets

Catherine Yeung + 6 others

29 September 2022

Why smart grid tech can help meet China’s green growth challenges
Article 4 min read

Why smart grid tech can help meet China’s green growth challenges

Victoria Mio + 2 others

28 September 2022

Chart Room: China takes own path in a tightening world
Blog 2 min read

Chart Room: China takes own path in a tightening world

Taosha Wang + 2 others

15 September 2022

The Investor's Guide to China podcast: Engaging with companies in China
Podcast 47 min listen

The Investor's Guide to China podcast: Engaging with companies in China

Catherine Yeung + 9 others

14 August 2022

CIO podcast: Preparing portfolios for a hard landing
Podcast 18 min listen

CIO podcast: Preparing portfolios for a hard landing

Richard Edgar + 2 others

25 July 2022

Q3 Asia Investment Outlook: China recovery likely as restrictions ease
Article 3 min read

Q3 Asia Investment Outlook: China recovery likely as restrictions ease

Andrew McCaffery

13 July 2022

China’s property downturn may have found a floor
Article 3 min read

China’s property downturn may have found a floor

Ming Gong + 3 others

12 July 2022

Q3 Investment Outlook: The Great Reset
Article 3 min read

Q3 Investment Outlook: The Great Reset

Andrew McCaffery

7 July 2022

The Investor's Guide to China podcast: Common Prosperity
Podcast 33 min listen

The Investor's Guide to China podcast: Common Prosperity

Catherine Yeung + 7 others

7 June 2022

Rich Pickings podcast: 'The rules of the game have changed'
Podcast 27 min listen

Rich Pickings podcast: 'The rules of the game have changed'

Charlotte Harington + 4 others

27 May 2022

CIO podcast: Growth risks and the safe harbours for portfolios
Podcast 25 min listen

CIO podcast: Growth risks and the safe harbours for portfolios

Andrew McCaffery + 2 others

16 May 2022