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The New Silk Read

The investor's guide to China, by Fidelity International

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

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

The Investor's Guide to China podcast: Supply Chains

Catherine Yeung + 8 others

28 April 2022

Re-globalisation in the age of Asia's supply chain crunch
Article 7 min read

Re-globalisation in the age of Asia's supply chain crunch

Ben Li + 5 others

28 April 2022

What delisting Chinese ADRs from US exchanges does and doesn’t mean for inves…
Blog 4 min read

What delisting Chinese ADRs from US exchanges does and doesn’t mean for inves…

Dale Nicholls + 2 others

26 April 2022

Q2 Asia Investment Outlook: Region sees opportunity amid volatility
Article 3 min read

Q2 Asia Investment Outlook: Region sees opportunity amid volatility

Andrew McCaffery

10 April 2022

Chart Room: Pole position for China’s electric autos
Blog 2 min read

Chart Room: Pole position for China’s electric autos

Eric Tse + 3 others

6 April 2022

China as a new safe haven?
Article 5 min read

China as a new safe haven?

Alvin Cheng + 3 others

4 April 2022

Andrew McCaffery avatar
Podcast 17 min listen

CIO podcast: The Asia perspective

Andrew McCaffery + 2 others

4 April 2022

Stagflationary dynamics still in the background
Article 2 min read

Stagflationary dynamics still in the background

Henk-Jan Rikkerink

22 March 2022

Remapping China risks
Blog 6 min read

Remapping China risks

Salman Ahmed + 3 others

21 March 2022

The Investor's Guide to China podcast: Debt
Podcast 44 min listen

The Investor's Guide to China podcast: Debt

Catherine Yeung + 8 others

21 March 2022

CIO podcast: The questions investors have on China, Ukraine, and Fed rates
Podcast 14 min listen

CIO podcast: The questions investors have on China, Ukraine, and Fed rates

Andrew McCaffery + 2 others

18 March 2022

High near-term uncertainty keeps us cautious
Article 2 min read

High near-term uncertainty keeps us cautious

Henk-Jan Rikkerink

16 March 2022

A time for cool heads as the world order shifts
Article 5 min read

A time for cool heads as the world order shifts

Andrew McCaffery

16 March 2022

The smaller half of China's sky: Fidelity International China Gender Diversit…
White Paper 1 min read

The smaller half of China's sky: Fidelity International China Gender Diversit…

Fidelity International

23 February 2022

In conversation: Survey results and investment implications
Podcast 40 min listen

In conversation: Survey results and investment implications

Carsten Roemheld + 4 others

21 February 2022

Analyst Survey 2022: China goes its own way
Article 3 min read

Analyst Survey 2022: China goes its own way

Yi Hu

18 February 2022

Analyst Survey 2022: Region by region
Article 7 min read

Analyst Survey 2022: Region by region

Yi Hu + 1 other

18 February 2022

China walks a familiar tightrope as it targets recovery
Blog 3 min read

China walks a familiar tightrope as it targets recovery

Claire Xiao + 2 others

4 February 2022

Chart Room: Covid recovery tops the list of themes for 2022
Article 1 min read

Chart Room: Covid recovery tops the list of themes for 2022

Patrick Graham + 1 other

3 February 2022

Andrew McCaffery avatar
Podcast 13 min listen

CIO podcast: Why the Fed won't be so hawkish

Andrew McCaffery + 2 others

24 January 2022

China cuts rates despite solid GDP report
Article 2 min read

China cuts rates despite solid GDP report

Claire Xiao + 4 others

17 January 2022

Chart Room: 2021’s long goodbye to transitory inflation
Blog 3 min read

Chart Room: 2021’s long goodbye to transitory inflation

Ben Traynor

16 December 2021

ESGenius: Greening ‘Made in China’
Article 4 min read

ESGenius: Greening ‘Made in China’

Victoria Mio + 4 others

15 December 2021

The Investor's Guide to China podcast: Demographics
Podcast 43 min listen

The Investor's Guide to China podcast: Demographics

Paras Anand + 10 others

23 November 2021

Asia’s shifting growth model
Article 3 min read

Asia’s shifting growth model

Martin Dropkin + 3 others

19 November 2021

The Catch-22 dynamic
Article 3 min read

The Catch-22 dynamic

Salman Ahmed

19 November 2021

The policy paradox
Article 2 min read

The policy paradox

Andrew McCaffery

19 November 2021

Asia’s shifting growth model
Article 3 min read

Asia’s shifting growth model

Fidelity International

18 November 2021

The Catch-22 dynamic
Article 3 min read

The Catch-22 dynamic

Salman Ahmed

18 November 2021

The policy paradox
Article 2 min read

The policy paradox

Andrew McCaffery

18 November 2021

China Green bonds: sprouting issuance, absent greenium
Article 7 min read

China Green bonds: sprouting issuance, absent greenium

Martin Dropkin + 4 others

1 November 2021

Chart Room: Digging into China’s GDP growth
Blog 2 min read

Chart Room: Digging into China’s GDP growth

Mo Ji + 3 others

21 October 2021

Chart Room: The kitchen gets hotter for China’s gadget makers
Blog 2 min read

Chart Room: The kitchen gets hotter for China’s gadget makers

Shing Zhu + 2 others

30 September 2021

Time to look beyond Evergrande and China’s ‘too big to fail’ era
Blog 3 min read

Time to look beyond Evergrande and China’s ‘too big to fail’ era

Terrence Pang + 3 others

24 September 2021

‘Lehman moment’ fears are wide of the mark in China Evergrande fallout
Article 2 min read

‘Lehman moment’ fears are wide of the mark in China Evergrande fallout

Paras Anand

24 September 2021

Chart Room: An inflection point for Chinese equities?
Blog 2 min read

Chart Room: An inflection point for Chinese equities?

Paras Anand

9 September 2021

Asia eyes a tantrum-free taper this time
Article 4 min read

Asia eyes a tantrum-free taper this time

Eric Wong + 3 others

7 September 2021

After the selloff, what next for China equities?
Article 4 min read

After the selloff, what next for China equities?

Paras Anand + 2 others

29 July 2021