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Paras Anand
Blog 2 min read

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.

Paras Anand | 9 September 2021

Paras Anand
Article 5 min read

A podium moment for Japan’s markets, too?

Japan stocks have long been consigned to tactical trading by global investors, but positive catalysts are emerging in a post-Covid inflationary world.

Paras Anand | 29 August 2021

Paras Anand
Podcast 35 min listen

The Investor's Guide to China podcast: China in the world

"Xi Jingping completely changed the mould," says Louis-Vincent Gave, CEO and Founder of Gavekal.

Paras Anand + 3 others | 8 July 2021

Alex Zhang
Blog 4 min read

Macau rebound a test case for China’s outbound travel

The ‘Las Vegas of the East’ is betting its long-standing travel bubble with mainland China can endure.

Alex Zhang + 2 others | 5 July 2021

Takashi Maruyama
Blog 2 min read

Chart Room: What Japan’s digital transformation means for markets

After years as relative laggards, Japanese companies are diving headfirst into DX, or digital transformation, and investors should take notice.

Takashi Maruyama + 3 others | 29 June 2021

Morgan Lau
Blog 2 min read

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.

Morgan Lau + 3 others | 10 June 2021

Terence Tsai
Video 7 min watch

Video: 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.

Terence Tsai + 4 others | 27 May 2021

Terence Tsai
Article 5 min read

An express dialogue: ESG engagement in China

Fidelity International worked with China’s biggest express-delivery company on sustainable growth.

Terence Tsai + 1 other | 26 May 2021

Richard Edgar
Podcast 39 min listen

Rich Pickings podcast: The real workhorse of Asia Pacific

"Emerging growth versus value orientation and corporate governance changes makes for a really attractive region," says portfolio manager Dale Nicholls.

Richard Edgar + 4 others | 13 May 2021

Amit Goel
Blog 2 min read

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.

Amit Goel + 3 others | 6 May 2021

Nathan Sribalasundaram
Article 5 min read

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.

Nathan Sribalasundaram + 2 others | 19 April 2021

Paras Anand
Article 4 min read

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.

Paras Anand | 17 March 2021

Victoria Mio
Blog 3 min read

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.

Victoria Mio + 3 others | 7 February 2021

Fabio Riccelli
Blog 2 min read

Chart Room: The return of the value super-cycle?

In this week’s Chart Room, we look at both sides of the long-standing debate between value and growth investment styles, as seen from both Europe and China.

Fabio Riccelli + 3 others | 28 January 2021

Yuanlin Lang
Blog 4 min read

China, the West and the rest: how vaccine rollouts are progressing

With little fanfare, China is firing on all cylinders to vaccinate tens of millions of people, even as domestic spread of the virus appears mild.

Yuanlin Lang + 1 other | 28 January 2021

George Efstathopoulos
Blog 1 min read

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.

George Efstathopoulos + 2 others | 7 January 2021

George Efstathopoulos
Article 2 min read

Chart Room: China government bond yields catch their breath

Chart Room: China government bond yields catch their breath

George Efstathopoulos + 1 other | 17 December 2020

Amit Goel
Article 4 min read

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.

Amit Goel + 2 others | 9 December 2020

Ian Samson
Article 2 min read

Chart Room: Asia’s export engine supercharged by new trade deal

Chart Room: Asia’s export engine supercharged by new trade deal

Ian Samson + 2 others | 19 November 2020

Bertrand Lecourt
Article 5 min read

China takes aim at trash

A massive nationwide effort is underway to improve China's waste management systems.

Bertrand Lecourt + 3 others | 11 November 2020

Paras Anand
Blog 2 min read

US Elections: As the dust settles

Beyond the elections, the longer-term focus is on the US domestic economy, regionalisation of global trade, and the resilience of emerging and Asian markets.

Paras Anand | 8 November 2020

Lynda Zhou
Blog 3 min read

Growth targets take a backseat in China’s new economic plan

Domestic consumption and technology growth will be prioritised as the government reveals overarching guidelines for the country’s 14th five-year plan.

Lynda Zhou + 2 others | 30 October 2020

Paras Anand
Blog 3 min read

The hidden dragon of 2020

As global investors scramble to digest paradigm shifts, another change of seismic scale has gone under-noticed in a year full of twists and turns.

Paras Anand | 27 October 2020

Stuart Rumble
Blog 1 min read

Chart Room: Why growth still has room to grow in China equities

The valuation premium for China growth stocks versus value stocks hit a new all-time high, lifted by the consumer, tech and healthcare sectors.

Stuart Rumble + 2 others | 15 October 2020

Crystal Cui
Blog 2 min read

Chart Room: China’s Covid rebound puts the ‘V’ in investment

Fixed asset investment (FAI) in China has recovered to its pre-Covid levels of growth, with infrastructure and property driving the nation’s broader economy.

Crystal Cui + 3 others | 3 September 2020

Katsumi Ishibashi
Article 4 min read

A to-do list for Japan’s next prime minister

Ensuring fiscal and monetary policy continuity while overseeing Japan's response to the Covid-19 crisis will be top priorities for Shinzo Abe's successor.

Katsumi Ishibashi | 3 September 2020

George Efstathopoulos
Blog 2 min read

Chart Room: The resilience of China’s onshore stocks

China’s onshore stocks (A-shares) have outperformed their Hong Kong and overseas listed counterparts, but their valuations are relatively undemanding.

George Efstathopoulos + 3 others | 27 August 2020

Jon Guinness
Article 5 min read

Why India could be the next breeding ground for tech unicorns

The Silicon Valley giants are shifting their attention to India as the next big growth market.

Jon Guinness + 4 others | 26 August 2020

Ian Samson
Blog 2 min read

GEARs: Bursting through the ceiling?

Fidelity International’s GEAR (Gauges of Economic Activity in Real Time) activity indicators continue to rebound strongly.

Ian Samson + 1 other | 20 August 2020

Monica Li
Blog 4 min read

Chinese banks are due for national service

As governments around the world exhaust their policy arsenals to save economies, China is reaching for a secret weapon unrivaled by most countries.

Monica Li + 2 others | 31 July 2020

Hyomi Jie
Article 4 min read

With nowhere to go, Chinese tourists spend closer to home

Most travel destinations remain off-limits, and as Chinese people’s savings have increased, so has their pent-up demand and desire to treat themselves.

Hyomi Jie + 2 others | 28 July 2020

Takashi Maruyama
Blog 1 min read

Chart Room: Robots on the rise in a post-Covid world

We think factory automation will accelerate further in a post-Covid world, as machines don’t get sick and can work continuously excluding maintenance.

Takashi Maruyama + 3 others | 22 July 2020

Tina Tian
Blog 4 min read

Covid health code reveals China’s big data edge

A key to China’s success in containing the coronavirus, the health code’s propagation evinces a major advantage in big data development.

Tina Tian + 1 other | 16 July 2020

George Efstathopoulos
Blog 1 min read

Chart Room: Why China government bonds have underperformed other markets

China government bond yields are diverging from other major government bond markets.

George Efstathopoulos + 3 others | 15 July 2020

Hyomi Jie
Blog 1 min read

Chart Room: Chinese consumers’ growing preference for local brands

The Covid-19 experience is spurring changes in behavior among Chinese consumers. Among these is a growing preference for domestic brands over foreign ones.

Hyomi Jie + 2 others | 9 July 2020

Stuart Rumble
Blog 1 min read

Chart Room: Asian equities diverge, creating opportunities

The difference in performance between equity markets in East Asia and South Asia (India, ASEAN nations) is the largest in nearly 15 years.

Stuart Rumble + 2 others | 2 July 2020

Sumant Wahi
Article 5 min read

US-China trade war: The chips are down for tech supply chains

The latest front in the US-China trade war centers on tighter sanctions on the Chinese tech giant Huawei.

Sumant Wahi + 2 others | 22 June 2020

Ian Samson
Blog 2 min read

GEARs: China roars while the global economy snores

Our Gauges of Economic Activity in Real time (GEARs), a proxy for three-month annualised growth, improved this month but remain in extreme hibernation.

Ian Samson + 1 other | 19 June 2020

Nicholas Price
Article 2 min read

Japanification in 12 charts

Many western economies are mirroring Japan’s experience over the past 30 years.These 12 charts show how some of the key trends are playing out.

Nicholas Price + 3 others | 9 June 2020

Eric Wong
Article 5 min read

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

Eric Wong + 4 others | 29 May 2020

Paras Anand
Blog 5 min read

The end of the journey to the West: Chinese tech firms come home

The tides of global capital markets have turned for Chinese tech firms. Instead of US listings, they are starting to find greater China more compelling.

Paras Anand + 1 other | 27 May 2020

Amit Goel
Article 4 min read

How India’s economy is navigating Covid-19

As the world begins to come out of lockdowns and economies normalise, India can offer bright spots for emerging market investors.

Amit Goel + 4 others | 7 May 2020

Tina Tian
Article 4 min read

China’s tourists step out again

Over 100 million travellers in China hit the road over the five-day May Day holiday, the first big test for tourism since lockdowns started being lifted.

Tina Tian + 5 others | 7 May 2020

Andrew McCaffery
Article 2 min read

The New Economic Order

We believe the Covid-19 crisis will trigger a step-change in policy, accelerate existing trends and transform investment frameworks.

Andrew McCaffery + 3 others | 5 May 2020

Stuart Rumble
Blog 1 min read

Chart Room: More policy easing supports China bonds

This week’s Chart Room shows how ample liquidity is helping China’s onshore bond markets navigate around global volatility.

Stuart Rumble + 2 others | 29 April 2020

Alvin Cheng
Article 4 min read

A shelter from the storm, for now: China’s bond market set to open further

When global fixed income investors scrambled for cover last month, China’s onshore bond market was a rare haven with low volatility and no liquidity crunch.

Alvin Cheng + 5 others | 23 April 2020

Paras Anand
Article 4 min read

China’s economy is turning the corner after a historically bad GDP contraction

China’s economy is turning the corner after a historically bad GDP contraction

Paras Anand + 3 others | 17 April 2020

Anthony Doyle
Blog 1 min read

Chart room: Japanification and the rise of the widow maker trade

Chart room: Japanification and the rise of the widow maker trade

Anthony Doyle + 2 others | 9 April 2020

Ming Gong
Blog 4 min read

Delayed demand making its return to China’s property market

New home sales are recovering faster than expected in China. This has big implications for domestic demand and the macroeconomic outlook.

Ming Gong + 2 others | 8 April 2020

Eric Wong
Blog 2 min read

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.

Eric Wong + 2 others | 3 April 2020

Ben Li
Blog 3 min read

A cautious consumer rebound takes hold in China

Chinese consumers are offering a ray of hope in the economic wreckage from the Covid-19 coronavirus

Ben Li + 3 others | 26 March 2020

Fidelity International
Blog 3 min read

China and its neighbours reboot supply chains

As China’s economy emerges from lockdown, activity across Asia’s sprawling network of factories, ports and logistics hubs is picking up.

Fidelity International + 1 other | 23 March 2020

Bryan Collins
Blog 3 min read

China gets back to business

How fast and how fully activity recovers in China will have huge implications for one of the world’s key economic growth engines.

Bryan Collins | 13 March 2020

Tina Tian
Blog 4 min read

Outbreak deepens China’s e-commerce push

While the coronavirus threatens to put a dent in China’s overall growth, pockets of the online economy are booming.

Tina Tian + 1 other | 2 March 2020

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