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Fixed Income 2025: Rates make return journey
After navigating an interest rate hiking cycle, fixed income investors face a completely different challenge in 2025.
The Investor's Guide to China podcast: Chinese e-commerce goes global
Can China’s e-commerce companies replicate their domestic success globally, from Southeast Asia to North America?
Chart Room: History quick to repeat itself in Indonesia
Indonesian equities have bounced up and down this year. We’ve had the busts - should we expect a boom?
The Investor's Guide to China podcast: Dealing with China's debt
As China rolls out new stimulus measures, the country’s approach to debt and public spending is back in the spotlight.
Chinese policy crosses the Rubicon. What now?
A decisive policy pivot finally got markets excited again about China. But growth will only materialise if policymakers follow through with fiscal firepower.
Q4 Asia Investment Outlook: Go with the east wind
A dip in US growth will have an impact on Asia, but the slowdown will also provide room for the region’s policymakers to cut interest rates.
India’s renewable bonds: Riding the green wave
India’s need to deliver more green power is likely to make its renewable energy sector a destination for global capital for years to come.
Winning the argument on sustainable investing in Asia
Growth in Asia’s sustainable assets has stalled in recent years. But as net-zero deadlines edge closer, the case for investing in those assets will strengthen.
Nowhere like home for Asia’s new money
A Fidelity survey reveals Asia’s retail investors favour equities outside of the region ahead of anticipated Fed cuts. But Asia has just as much to offer.
The Investor's Guide to China podcast: Asia's bright spots
Asia is at the heart of three megatrends that are transforming the global economy: artificial intelligence, the energy transition, and shifting supply chains.
Emboldened BOJ takes hawkish tilt
The Bank of Japan has set itself firmly on the path of further policy normalisation. But how far and fast it will go from here remains an open question.
The true cost of Hong Kong’s cheaper audits - and how investors can help fix it
Auditors under pressure in Hong Kong could be a blessing in disguise for investors hoping to reshape corporate governance in their favour.
Devil will be in the details after Chinese plenum
There were hints of a greater focus on growth from the Chinese leadership’s third plenum, but markets want to see more concrete steps to prop up the economy
Chart Room: Back to the future with hybrid EVs
Demand for hybrid EVs could dissolve once battery technology catches up in the next few years. Investors betting on the energy transition should pay attention.
India’s renewable bonds: Riding the green wave
India’s need to deliver more green power is likely to make its renewable energy sector a destination for global capital for years to come.
Chart Room: Japan Inc’s buyback spree
Share repurchases announced by Japanese companies are poised to hit a record high this year. More companies have also boosted dividend pay-outs.
What struggling couriers reveal about investing in China
The disconnect between Chinese express volume and courier stocks provides an important lesson for stock pickers adapting to a changing Chinese economy.
2024 Q3 Asia Investment Outlook: Policy shifts give investors reasons for optimism
Stimulus and reforms that are addressing cyclical and structural issues should invigorate Asia’s markets.
Chart Room: Picking up the Hong Kong premium
Hong Kong has quietly grown its bond market into a quality haven in Asia. A window has opened for investors who want a piece of the action.
Asia’s new bubble: Finding value in India’s IPO boom
Mumbai has overtaken Hong Kong as Asia's centre for IPOs. While India’s listing boom appears frothy, we still think there are smart investments to be made.
The Investor's Guide to China podcast: Healthcare
Chinese healthcare is a vast universe, spanning everything from biotech to traditional medicine.
Chart Room: Why China is doing more to heal property pains
An in-depth look at the first-quarter GDP figures sheds light on why the much-needed policy support comes now.
Banks stand to win big in India and Indonesia’s dash for growth
In the race for growth, the banking sectors in two emerging Asian economies are proving uncharacteristically exciting.
Embracing the ‘Korea discount’
South Korea’s bid to reform its stock market has been met with scepticism, but we see the initiative as a free call option in an already attractive market.
Asian stocks enter the dividend age
While Asia has long been chiefly a growth story for investors, can government reforms unlock the value of dividend stocks in the region?
Asia high yield is not just China now
Worried by the risks of investing in Chinese bonds? The make-up of the Asian high yield debt market has changed.
The Investor's Guide to China podcast: Shareholder return
The story of China's economy has long been one of rapid growth. But investors are turning their attention to something more long-lasting: shareholder returns.
Chart Room: China’s sportswear sector on the right track
In China’s slowing economy, sportswear remains one of a small number of industries underpinned by solid domestic demand.
2024 Q2 Asia Investment Outlook: Steady as they grow
Major Asian economies are carefully steadying their ships as they sail into the second quarter, while domestic imbalances and geopolitical risks persist.
The Investor's Guide to China podcast: Cities and migration
Where people live within China - and why - is fundamental to understanding the country’s changing demographics.
Chart Room: What Japan’s ‘mother machines’ tell us about the world’s manufacturing pulse
The recent trend in Japan’s machine tool orders paints a positive picture for manufacturing in 2024. But investors should be wary of unchartered territory.
Rich Pickings podcast: Asia and Latin America are reshaping the world for investors
Richard Edgar is joined by Fidelity International experts to discuss how Asia and Latin America are reshaping the world for investors.
Lower targets, more stimulus for China
March’s National People’s Congress in China will almost certainly set a reduced growth target of 5 per cent.
The Investor's Guide to China podcast: China's bond market
Catherine Yeung and Marty Dropkin tackle a topic that often flies under the radar, but could in fact hold great potential for investors: China’s bond market.
How China keeps its debt in order
What is the fiscal firepower of the Chinese government? Depends on how much debt you think China really has. Our analysis is revealing.
Changing of the guards in Chinese growth
Beneath the surface of a slower economy, a group of Chinese companies is starting to make inroads at home and abroad - with consequences for investors.
The Investor's Guide to China podcast: Transition materials
Exploring the critical role of transition materials — such as lithium and cobalt, essential to developing and deploying clean energy technologies.
Chart Room: China's solar non grata
Solar energy stocks in China rebounded as the country rekindled cooperation with the US on climate change. But we think investors’ optimism is misplaced.
Asia outlook: Riding the growth momentum
China’s economic slowdown and the resilience of the US dollar have dimmed the lustre of Asian economies. But the growth story should continue in 2024.
The Investor's Guide to China podcast: In conversation with Louis-Vincent Gave
In this special edition of The Investor’s Guide to China, Catherine Yeung, Investment Director, is joined in Hong Kong by Gavekal's Louis-Vincent Gave.
Chart Room: China’s tourists tiptoe out again
Where tourists went and how they spent during China's first ‘Golden Week’ holiday since zero-Covid ended says a lot about their confidence and changing tastes.
The Investor's Guide to China podcast: Japanification
When you look at some of the big economic issues China is dealing with today, you quickly realise Japan has been through a lot of the same challenges.
Field Notes: This Chinese dairy company is taking a grass-roots approach to reclaiming deserts
Deep in northern China, a dairy producer discovers that reclaiming desert land helps it build a more robust and sustainable business.
Japan’s reflating economy is kindling new hopes
Following decades of price stagnation and declines, Japan’s push to bring back “good inflation” is finally bearing fruit. But how sustainable is it?
Asia Quarterly Outlook: Bright spots amid the haze
Asia is facing near-term challenges. We think now is the time to see through the current cycle and position for structural growth.
Chart Room: China’s heavy machine makers dig deeper overseas
China’s machinery firms are making new inroads abroad, seeking profitability that’s built to last as demand falls and competition intensifies at home.
Chart Room: Building a bigger bloc of BRICS
With one country continuing to pull far more economic weight than everybody else, the significance of BRICS expansion will be more diplomatic than economic.
Field Notes: Seeing the fabric of life in Bangladesh
We recently travelled to Bangladesh to see what the living and factory working conditions are like for the world’s No. 2 exporter of ready-made garments.
Chart Room: Watching for cracks amid pressure on China’s local government finances
Some of China’s local government financing vehicles are struggling to service their debts, but not all LGFVs are created equal.
Fundamentals: Navigating China’s $10 trillion local government debt market
Fundamentals: Navigating China’s $10 trillion local government debt market
Field Notes: How to weigh China’s barbell-shaped consumer recovery
Despite challenges facing China's economy, some of the country's consumer companies are gaining market share, in some cases by exploring new niche categories.
Chart Room: Why ‘work from anywhere’ doesn’t work everywhere
Our ESG Analyst Survey indicates that WFH is viewed favourably by most companies around the world. But there is one very big exception to the WFH trend: China.
Asia Quarterly Outlook: Ahead of the pack, but behind schedule
Asia remains the bright spot in a gloomy global economy but China’s slower-than-expected economic recovery calls for a more selective investing approach.
Fundamentals: The AI frenzy comes to China
Fundamentals: The AI frenzy comes to China
Selling like hot chilli crab: a look at Singapore’s local bond boom
While debt issuance has slowed around the world, the Singapore dollar bond market is in a pocket of growth driven by policy tailwinds and an influx of funds.
BOJ: Patience is virtue
At its June meeting, the Bank of Japan has retained its dovish bias, and we believe markets will price in a lower possibility of an imminent exit from YCC.
Fundamentals: Why China’s tentative, two-speed housing market recovery is still on track
China’s residential property market rebound continues at a slow and steady pace, despite diverging performance between new and existing home sales.
Why equity investors are rediscovering Japan
Global investors under-allocated to Japanese stocks risk missing out on big improvements in corporate earnings yields and capital returns.
Chart Room: Retail therapy for Japan’s ‘lowflation’ headache
The Bank of Japan has struggled to convince the public that inflation will stick. But recent data shows there could be a shift in consumers’ mentality.
Proxy plays on China’s consumer rebound are all the rage in Paris
Luxury companies have been among the biggest beneficiaries of China’s bounce and are delivering investors exposure without putting money in Chinese companies.
Chart Room: Getting China’s youth back to work
The job prospects are still gloomy for young people in China, and the picture may get worse before it gets better.
Japan’s stock market reform gathers steam
The Tokyo Stock Exchange is taking steps in the right direction on some long overdue reforms, but more still needs to be done.
Chart Room: Will the renminbi’s stable attraction woo Asian partners?
While the market traditionally focuses on the renminbi’s performance against the US dollar, we think its relationship with Asian peers deserves more attention.
Asia Quarterly Outlook: Can the East wind prevail?
In Fidelity International's latest quarterly outlook for Asia, we believe the economic outlook in Asia is brightened by China’s reopening.
Fundamentals: What’s next for China’s fully charged electric vehicle battery makers?
China's EV battery makers are facing overcapacity at home and increased competition abroad. But that could be a good thing - for green growth and consumers.
China’s banks have seen this show before
China’s banks have seen this show before
Inflation’s bite won’t spoil China’s recovery
Spiralling prices were a headache for much of the world in 2022, and some are asking if it’s China’s turn.
Chart Room: Why fixed-asset investment is on the move in China
Investment remains a major driver of China’s economy, but priorities are shifting from property to manufacturing.
China’s property market sparks to life with signs of recovery
Homebuyers are finally back in action in China. We see a rebound in sales activity in mega cities, although consumer confidence remains fickle.
How to invest for China’s next phase
How to invest for China’s next phase
How far can ‘revenge spending’ consumers carry China’s economic rebound?
Chinese consumers’ holiday shopping provided evidence of pent-up demand. With more policy support, consumers will set their sights on bigger ticket items.
The Investor’s Guide to China podcast: China’s reopening and supply chains
The Investor’s Guide to China podcast: China’s reopening and supply chains
Chart Room: A hiring spree on the horizon in China
While much of the global economy appears at risk of recession, China is revving up a rebound that’s set to jumpstart the job market.
Fundamentals: China’s reopening and supply chains
China’s reopening and supply chains
Cementing a greener future in China
We see huge environmental value in helping to set a top Chinese cement producer on a greener path.
The Investor's Guide to China podcast: China's Onshore Markets
China's economy and its markets have faced a number of headwinds in 2022. Slowing growth, geopolitical uncertainty, the impact of the country's Covid policy
The Vegas of the East at a crossroads
Macau’s tourism-dependent economy was hit hard by Covid-19. Now, the Chinese casino hub aims to turn a crisis into an opportunity to reinvent itself.
Fidelity International China Stewardship Report 2022
Gaining traction: Fidelity International China Stewardship Report 2022. A proprietary study of shareholder stewardship, voting and engagement trends in China.
Asia’s shifting growth model
Will Asian central banks continue to dance to the Fed’s tune?
Fidelity's CEO and CIO on how to navigate 2023
Watch Chief Executive Anne Richards and Chief Investment Officer Andrew McCaffery discuss how investors should be approaching the next 12 months
The Investor's Guide to China podcast: China's Next Phase
What's going to happen as we enter a new phase of the Chinese growth story under President Xi Jinping's leadership.
ESG ratings: Seeing the value in divergent views
ESG ratings: Seeing the value in divergent views
Re-globalisation in the age of Asia's supply chain crunch
Even the best-laid plans across the global manufacturing industry haven’t kept pace with a swiftly evolving siege of pressures on supply chains.
What delisting Chinese ADRs from US exchanges does and doesn’t mean for investors
What delisting Chinese ADRs from US exchanges does and doesn’t mean for investors
Q2 Asia Investment Outlook: Region sees opportunity amid volatility
Fidelity International's investment outlook for the second quarter for Asia sees regional opportunity amid the global volatility
CIO podcast: The Asia perspective
Fidelity International's Global CIO Andrew McCaffery discusses his recent trip to Asia and the latest market developments.
Remapping China risks
Amid rising investor uncertainty over China-related risks, we assess what’s changed and what hasn’t in the outlook for China’s markets and macro policy.
The smaller half of China's sky: Fidelity International China Gender Diversity Report
In Fidelity's first report on gender diversity in corporate China, we examine the status quo and offer suggestions on how firms and investors can do better.
Analyst Survey 2022: Region by region
Analyst Survey 2022: Region by region breakdown
The Investor's Guide to China podcast: Demographics
China’s labour pool is shrinking as the population ages. How people save and invest signals challenges and opportunities for China’s pension system.
Asia’s shifting growth model
Market leadership continues to evolve across Asia-Pacific, with potential inflation making some markets look more resilient than others.
Asia’s shifting growth model
Market leadership continues to evolve across Asia-Pacific, with potential inflation making some markets look more resilient than others.
Chart Room: The kitchen gets hotter for China’s gadget makers
Demographics are weighing on China’s kitchen appliance segment, but competition is heating up at the higher end of the market.
Time to look beyond Evergrande and China’s ‘too big to fail’ era
Property giant China Evergrande’s woes are better understood as a controlled explosion, rather than an unexpected disaster.
‘Lehman moment’ fears are wide of the mark in China Evergrande fallout
Property developer China Evergrande Group’s debt issues have rattled markets, but comparisons to a ‘Lehman Brothers moment’ look overstated and misdirected.
Chart Room: An inflection point for Chinese equities?
There may be pressure on valuations as international investors adopt a wait-and-see approach, but the long-term outlook continues to be positive.
Asia eyes a tantrum-free taper this time
A faster-than-expected tapering by the Federal Reserve remains a risk for Asian bond markets, but investors have been reassured by the latest policy signals.
After the selloff, what next for China equities?
A spate of regulatory actions across several sectors in China rattled markets and sent shares tumbling, but some of this selling appears overdone.
Asia could become a top destination for investors driving sustainable change
Asia has been among the top destinations for growth investors in recent decades. Now it could become one of the top markets for sustainable investors.
Chart Room: Stronger for longer for China’s renminbi?
Expectations for further renminbi appreciation have risen, but we think short-term gains could be capped from here.
Credit risk at China’s SOEs in focus amid Huarong saga
China’s bond and equity markets have been rattled by concerns that state-owned enterprises could face greater default risk.
On the ground with China's ZTO logistics fleet
Fidelity analysts and portfolio managers engage with China's leading logistics company on the ground in Shanghai.
An express dialogue: ESG engagement in China
Fidelity International worked with China’s biggest express-delivery company on sustainable growth.
Chart Room: The rapid rise of digital payments in India
The technological transformation of India’s economy has accelerated in recent years, as can clearly be seen in the accelerating shift to digital transactions.
Chart Room: China has fewer reasons to be hawkish
China's short-end rates remain low despite earlier expectations for monetary tightening.
Why India’s ‘fallen angel’ risk is rising
India’s ballooning debt levels amid a structural growth slowdown have raised the risks of an imminent downgrade by credit ratings agencies.
Flows vs friction
Growth opportunities in post-pandemic Asia are set to propel a long-term boom in equity capital markets, as the region draws in ever greater inflows.
Japanese companies are more sustainable than many believe
ESG is growing in importance for Japanese firms.
China sentiment points to sustained lead in global recovery
Management confidence at Chinese companies is notably higher about the year ahead, as China stages a “first in, first out” recovery from the Covid-19 crisis.
Deep dive on Japan: exporters bolstered by China recovery
Earnings and margins set to grow among Japanese exporters, especially those with large exposure to China.
What’s ahead for China’s markets in the Year of the Ox
Investors keen to see whether China’s bull market can keep charging ahead in the lunar Year of the Ox will be focused on recovery and monetary policy.
Chart Room: Chinese stocks, playing catchup, finally retrace 2015 highs
But the rally in China’s main onshore index still lags its US and global counterparts.
New survey finds silver linings to China’s pension challenges
As China faces the formidable task of building a private pension industry from scratch, it can count on the blessing of residents’ financial wellness.
Chart Room: China government bond yields catch their breath
Chart Room: China government bond yields catch their breath
Unlocking India’s structural opportunities: 10 charts
Reforms and new infrastructure paving the way for manufacturing investment and employment will be key to unlocking India’s next stage of development.
China stewardship podcast: Witness an evolution
Hear what exclusive research on shareholder action in China says about the changing face of Chinese companies and their investors.
Building solid foundations: Fidelity International China Stewardship Report 2020
Fidelity International's inaugural China Stewardship Report shows steady progress in investment stewardship and implementing ESG at domestic A-share companies.
The Investor's Guide to China podcast: Belt and Road
What China's flagship economic initiative can tell investors about the country and where it goes next.
Asia Outlook 2021: Asian economies demonstrate resilience
Asian economies have proved more resilient than Western counterparts due to their better handling of the outbreak and mixed capitalism models.
Chart Room: Asia’s export engine supercharged by new trade deal
Chart Room: Asia’s export engine supercharged by new trade deal
China property: Built for the long run
Facing challenges in their core business of building and selling new homes, Chinese real estate developers have found an alternative source of revenue.
Central banks in emerging markets hop on the bond-buying bandwagon
EM central bankers are taking a page from the developed-market playbook and purchasing local bonds as a way to cushion the blow
Strong underpinnings to Asia’s investment grade bond market
Asia’s investment grade bond market looks attractive as we continue working through the Covid-19 outbreak, and global coordinated stimulus take effect.
Fidelity International on Asset TV - Asia Fixed Income
Luc Froehlich, Global Head of Investment Directing Fixed Income, features on this Asia Fixed Income Masterclass panel.
Fidelity International on Asset TV - Asia Outlook
Dhananjay Phadnis, Portfolio Manager, Fidelity Emerging Asia Fund, features on Asia Outlook Masterclass panel.
Teaming up in Asia to target coal financing
Teaming up with other asset managers in Asia has helped change the behaviour of banks financing coal projects
Don’t miss the Asia high-yield opportunity
Investor optimism in China is improving, and Asia's high yield market is looking more attractive than the equity market.
Falling Markets - the view from Asia
Negative investor sentiment and high volatility are setting the tone but can also provide opportunities to find value in Asia equity and fixed income markets.
For and against China as a standalone allocation
Given its under-representation in traditional indices for both equity and fixed income - should investors focus on China separately?
China’s rising outbound flows will move global markets
Investment inflows to China's equity markets are only half of the story. Increasingly, outbound investment from mainland China will move global markets.
The spectacular rise of Asia in 12 charts
Charting the shifting balance of economic power from the West to the East.
Why allocating to Japan calls for an active approach
Allocating to Japan requires weighing opportunities against risks. We're positive on Japan's outlook, but will watch issues such as currency fluctuations.
What MSCI inclusion means for China's biggest soy sauce manufacturer
Companies like Haitian will be opened up to a broader, deeper and more international shareholder base.
Podcast: Why should I reconsider my allocation to Asia?
Could you be overlooking investment opportunities in Asia? Fidelity's experts discuss the best way to gain exposure to the region.
Rethinking Asia allocations: The investment world's distorted view
Many global investors outside Asia are playing catch up with the region's structural potential even if risks and market valuations cannot be ignored.
MSCI A-share inclusion is a milestone for China’s onshore capital markets
It’s a game-changer for both the mainland and investors, even though, on the face of it, it’s not yet a particularly high-stakes game.
There’s more to Asia than growth
Asia's traditional exposure to growth is attractive, but the region can offer investors many more solutions with its full menu of distinct investment factors.
Why some investors are shifting allocation from EMD to Asia fixed income
Some fixed income investors are increasing their allocations to Asian debt in search of an improved risk–return profile.
Only looking at indices in Asia? You'll miss out on innovators and disruptors
New, innovative companies are beginning to disrupt the old order, reshaping multiple industries and transforming the region.
Implicit exposure: the risks you didn’t know you were taking
Implicit exposures - or unintended risks - are attached to every investment decision.
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