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Shing Zhu
Blog 2 min read

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.

Shing Zhu + 2 others | 30 September 2021

Terrence Pang
Blog 3 min read

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.

Terrence Pang + 3 others | 24 September 2021

Paras Anand
Article 2 min read

‘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.

Paras Anand | 24 September 2021

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

Eric Wong
Article 4 min read

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.

Eric Wong + 3 others | 7 September 2021

Paras Anand
Article 4 min read

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.

Paras Anand + 2 others | 29 July 2021

Paras Anand
Article 2 min read

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.

Paras Anand + 1 other | 29 July 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

Martin Dropkin
Blog 4 min read

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.

Martin Dropkin + 4 others | 4 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

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

George Efstathopoulos
Blog 2 min read

Chart Room: China has fewer reasons to be hawkish

China's short-end rates remain low despite earlier expectations for monetary tightening.

George Efstathopoulos + 3 others | 22 April 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

Tomohiro Ikawa
Blog 4 min read

Japanese companies are more sustainable than many believe

ESG is growing in importance for Japanese firms.

Tomohiro Ikawa | 16 March 2021

Yi Hu
Article 3 min read

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.

Yi Hu | 1 March 2021

Bob Chen
Article 2 min read

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.

Bob Chen | 1 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

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

Daisy Ho
Blog 3 min read

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.

Daisy Ho | 22 December 2020

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

Richard Edgar
Podcast 32 min listen

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.

Richard Edgar + 5 others | 7 December 2020

Fidelity International
Article 1 min read

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.

Fidelity International | 30 November 2020

Paras Anand
Podcast 46 min listen

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.

Paras Anand + 6 others | 30 November 2020

Paras Anand
Article 5 min read

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.

Paras Anand | 27 November 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

Ming Gong
Blog 4 min read

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.

Ming Gong + 1 other | 24 August 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

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

Fidelity International
Video 45 min watch

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 | 16 December 2019

Fidelity International
Video 46 min watch

Fidelity International on Asset TV - Asia Outlook

Dhananjay Phadnis, Portfolio Manager, Fidelity Emerging Asia Fund, features on Asia Outlook Masterclass panel.

Fidelity International | 16 December 2019

Marion O'Donnell
Article 2 min read

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

Marion O'Donnell + 1 other | 3 June 2019

George Efstathopoulos
Article 1 min read

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.

George Efstathopoulos | 13 February 2019

Medha Samant
Blog 2 min read

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.

Medha Samant + 1 other | 25 October 2018

Gary Monaghan
Article 10 min read

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?

Gary Monaghan + 3 others | 9 July 2018

Vincent Li
Article 3 min read

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.

Vincent Li + 1 other | 9 July 2018

Raji Menon
Infographic 1 min read

The spectacular rise of Asia in 12 charts

Charting the shifting balance of economic power from the West to the East.

Raji Menon + 1 other | 6 July 2018

Ayesha Akbar
Article 7 min read

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.

Ayesha Akbar + 2 others | 6 July 2018

Neil Gough
Video 6 min watch

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.

Neil Gough + 1 other | 6 July 2018

Richard Edgar
Podcast 27 min listen

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.

Richard Edgar + 3 others | 6 July 2018

Ayesha Akbar
Article 10 min read

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.

Ayesha Akbar + 2 others | 6 July 2018

Gary Monaghan
Article 3 min read

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.

Gary Monaghan + 1 other | 6 July 2018

Riccardo Muscio
Article 8 min read

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.

Riccardo Muscio + 2 others | 6 July 2018

Luc Froehlich
Article 5 min read

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.

Luc Froehlich + 1 other | 6 July 2018

Medha Samant
Article 3 min read

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.

Medha Samant + 1 other | 5 July 2018

Edward Simmonds
Article 10 min read

Implicit exposure: the risks you didn’t know you were taking

Implicit exposures - or unintended risks - are attached to every investment decision.

Edward Simmonds + 5 others | 2 February 2018

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