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The New Silk Read

The investor's guide to China, by Fidelity International

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

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