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Analyst Survey 2024: Ready for a reset
The past two years have been marked by a fear of how bad the first sustained slowdown since 2008 might become. Our annual survey offers hopeful signs.
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: 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.
Chart Room: Global sentiment sinking fast
Fidelity International analysts detect growing signs of recession by year’s end.
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.
Fidelity Leading Indicator points to weak recovery
Business sentiment and trade are improving, among signals of a fragile recovery, but consumer confidence and industrial orders lag.
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