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Fiona O'Neill
Article 1 min read

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.

Fiona O'Neill | 16 November 2023

Peiqian Liu
Article 2 min read

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.

Peiqian Liu + 2 others | 19 October 2023

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

Catherine Yeung
Podcast 38 min listen

The Investor's Guide to China podcast: China Consumer

China’s economic rebound hasn’t been as strong as many anticipated.

Catherine Yeung + 7 others | 20 June 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

Heidi Rauber
Article 3 min read

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.

Heidi Rauber + 2 others | 18 April 2023

Ben Eaton
Article 3 min read

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.

Ben Eaton + 2 others | 20 February 2023

Lynda Zhou
Article 2 min read

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.

Lynda Zhou + 1 other | 13 February 2023

Catherine Yeung

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

Catherine Yeung + 7 others | 12 February 2023

Fiona O'Neill
Article 3 min read

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.

Fiona O'Neill + 4 others | 7 December 2022

Max Stainton
Article 1 min read

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.

Max Stainton | 25 November 2022

Richard Edgar
Podcast 36 min listen

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.

Richard Edgar + 6 others | 2 August 2022

Bob Chen

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.

Bob Chen + 1 other | 14 January 2019

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