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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.
Field Notes: How hard times are building strong companies in China
It’s no secret that China’s consumers are feeling cautious right now. Companies are having to adapt, which should leave winners stronger in the long run.
What investors should know about Asean’s ecommerce war
The ecommerce giants of Asean are largely mired in stiff competition and weak earnings. But we think their woes are just the growing pains of a young market.
China: The fragile recovery continues
Economic stimulus and low borrowing costs are proving supportive to most Chinese companies. But sluggish demand is dampening management sentiment for 2024.
Fundamentals: US consumers are resilient, but for how long?
A soft-landing or a slide into recession? How US consumer spending slows in 2024 may be the difference between one and the other. We dig into the detail.
Chart Room: Struggling consumers weigh on corporate sentiment
Fidelity International’s latest monthly analyst survey shows a continued decline - and in some regions a sharp deterioration - in corporate sentiment.
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.
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.
The Investor's Guide to China podcast: China Consumer
China’s economic rebound hasn’t been as strong as many anticipated.
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.
Fundamentals: Grain pains and the road to higher prices
Food producers and other consumer staples companies have performed surprisingly well despite the huge challenges posed by the rise in raw material costs.
Fundamentals: This is not an iPhone
A US liberalisation of access to hearing aids brings one of the health world’s big equipment markets closer to the retail mainstream.
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
Fidelity Analyst Survey: Inflation starts to peak
November’s survey of Fidelity’s 150 sector analysts highlights the pain businesses and households are experiencing, but that inflation is already easing.
Chart Room: Falling US retail sales suggest inflation may have peaked
Real retail sales have fallen significantly since 2021. This suggests core inflation could be due to ease soon - and has almost certainly peaked.
Rich Pickings podcast: Where next for consumers and a download from Silicon Valley
Fresh from Silicon Valley, Hyun Ho Sohn and Jonathan Tseng join Richard Edgar to discuss how the tech sector is faring.
In nine charts: the world in 2029
The next decade provides new opportunities for travel and tech businesses, but also challenges in the form of increased risks to the environment.
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