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Embracing the ‘Korea discount’
South Korea’s bid to reform its stock market has been met with scepticism, but we see the initiative as a free call option in an already attractive market.
Why net zero could be the unlikely answer to Japan’s cross-shareholdings woe
Japan’s push to enhance emissions disclosures has become ensnared in its efforts to reduce cross-shareholdings and may accelerate their unwinding.
Chart Room: Why ‘work from anywhere’ doesn’t work everywhere
Our ESG Analyst Survey indicates that WFH is viewed favourably by most companies around the world. But there is one very big exception to the WFH trend: China.
Chart Room: Easing Japan’s ‘June jam’ of shareholder meetings
The pile-up of annual general meetings at the end of June in Japan can be a pain for investors, but jams have been easing somewhat in a positive sign.
Chart Room: Shifting sands in China’s ESG landscape
Fidelity International's survey shows investors and customers are playing an increasingly important role in driving ESG strategies at Chinese companies.
Why equity investors are rediscovering Japan
Global investors under-allocated to Japanese stocks risk missing out on big improvements in corporate earnings yields and capital returns.
ESG ratings: Seeing the value in divergent views
ESG ratings: Seeing the value in divergent views
Waiting for the sequel: Japan’s stock exchange reforms
A highly anticipated round of reform at the Tokyo exchange has left many questions unanswered, but rising ESG awareness shines a light on the way forward.
The Investor's Guide to China podcast: Engaging with companies in China
To many outsiders, Chinese equity investing might conjure up images of a huge momentum-fuelled market where investors revel in speculation.
You’re on mute: Shareholder meetings in the post-Covid era
Shareholder meetings have mostly moved online since Covid's outbreak. But a full and permanent switch to virtual formats would spell drawbacks for governance.
Bike sheds and powerplants: Corporate governance in an uncertain world
For a board attempting to govern a company in this uncertain world, breaking Parkinson's Law of Triviality has never been so crucial.
The Investor's Guide to China podcast: Corporate governance
The Investor's Guide to China podcast: Corporate governance
Populism will change corporate purpose for good
For the first time, there is enough momentum behind it to move permanently from shareholder value maximisation to a more comprehensive, sustainable approach.
The opportunities in China's mixed-bag economy
Despite dismal headlines, China's real economy is more of a mixed bag. Corporates are focusing on shareholder returns and valuations have retreated from peaks.
ESG: Four underappreciated risks
From data breach to economic populism, Fidelity analysts detail their experiences of ESG-related risks they see as often underappreciated.
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