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Gita Bal
Article 4 min read

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.

Gita Bal + 2 others | 26 January 2024

Hyomi Jie
Article 4 min read

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.

Hyomi Jie + 2 others | 19 July 2023

Peiqian Liu
Article 2 min read

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.

Peiqian Liu + 2 others | 18 May 2023

Taosha Wang
Article 3 min read

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.

Taosha Wang + 3 others | 28 April 2023

Peiqian Liu
Article 2 min read

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.

Peiqian Liu | 27 April 2023

Fiona O'Neill
Article 1 min read

Chart Room: Global sentiment sinking fast

Fidelity International analysts detect growing signs of recession by year’s end.

Fiona O'Neill + 2 others | 21 July 2022

Ben Li
Article 7 min read

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.

Ben Li + 5 others | 28 April 2022

Louise Fribourg
Blog 2 min read

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.

Louise Fribourg + 1 other | 12 August 2020

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