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Martin Dropkin
Podcast 34 min listen

The Investor's Guide to China podcast: Healthcare

Chinese healthcare is a vast universe, spanning everything from biotech to traditional medicine.

Martin Dropkin + 6 others | 10 June 2024

Hyomi Jie
Article 3 min read

Will an older China unleash the potential for homegrown medical tech?

China's adverse demographic trend may bring rosy prospects to Chinese medical equipment makers, which are gaining market share from foreign rivals.

Hyomi Jie + 2 others | 5 March 2024

Catherine Yeung
Podcast 31 min listen

The Investor's Guide to China podcast: In conversation with Louis-Vincent Gave

In this special edition of The Investor’s Guide to China, Catherine Yeung, Investment Director, is joined in Hong Kong by Gavekal's Louis-Vincent Gave.

Catherine Yeung + 2 others | 25 October 2023

Catherine Yeung
Podcast 42 min listen

The Investor's Guide to China podcast: Japanification

When you look at some of the big economic issues China is dealing with today, you quickly realise Japan has been through a lot of the same challenges.

Catherine Yeung + 7 others | 11 October 2023

Paul Greer
Article 2 min read

Chart Room: Building a bigger bloc of BRICS

With one country continuing to pull far more economic weight than everybody else, the significance of BRICS expansion will be more diplomatic than economic.

Paul Greer + 1 other | 13 September 2023

Reggie Pan
Article 2 min read

Field Notes: Robots on the rise in China

As China grapples with a daunting demographic challenge, its industries are upping their game in automating production, a recent Fidelity field trip finds.

Reggie Pan | 3 May 2023

Helen Huang
Article 5 min read

Are private savings the answer for China’s ageing masses?

China's new ‘third pillar’ private pension scheme could reshape both ordinary people’s retirement plans and the country's asset management industry.

Helen Huang + 2 others | 30 November 2022

Salman Ahmed
Article 5 min read

New world, new playbook

We move into 2023 in a changed world, and the opportunities and challenges will be different for investors going forward.

Salman Ahmed | 23 November 2022

Paras Anand
Podcast 43 min listen

The Investor's Guide to China podcast: Demographics

China’s labour pool is shrinking as the population ages. How people save and invest signals challenges and opportunities for China’s pension system.

Paras Anand + 10 others | 23 November 2021

Shing Zhu
Blog 2 min read

Chart Room: The kitchen gets hotter for China’s gadget makers

Demographics are weighing on China’s kitchen appliance segment, but competition is heating up at the higher end of the market.

Shing Zhu + 2 others | 30 September 2021

Raymond Ma
Blog 4 min read

The fourth automation wave will be ‘Made in China’

China is set to lead the world in automation developments, because it has lots of data and the means to leverage it.

Raymond Ma | 6 November 2019

Raji Menon

In charts: How demographic change is driving demand for income

Ageing populations and a growing class of wealthy baby boomers are expected to continue driving demand for income.

Raji Menon + 2 others | 4 July 2019

Alex Zhang
Blog 3 min read

China property: Houses are for living in, not for speculation

A cross-asset analysis shows China’s property sector faces demographic headwinds, but opportunities exist thanks to improved liquidity and diverging policy.

Alex Zhang + 1 other | 31 May 2019

Raji Menon
Infographic 1 min read

In five charts: the demographic trends changing the world

A compelling look at the demographic changes shaping our world.

Raji Menon + 1 other | 30 October 2018

David Buckle
Article 8 min read

Causes and remedies for the funding gaps in DB schemes

DB pension plans were created decades ago, when people were projected to live into their early 70s and the world had strong economic growth and high rates.

David Buckle + 2 others | 29 October 2018

Paras Anand
Article 7 min read

The future of retirement won't be a cliff-edge goodbye to work

Retirement is a recent concept, and is bound to change as older people live longer and remain more active. The corporate world will have to follow suit.

Paras Anand + 1 other | 29 October 2018

Eva Tam
Video 7 min watch

Three Shanghai workers, three very different approaches to saving for retirement

A day in the life of three people in Shanghai and a deep dive into how they’re saving for their future.

Eva Tam | 29 October 2018

David Buckle
Article 8 min read

The DB-DC pensions shift is imminent. Its consequences will be dramatic.

When the majority of new pensioners will be drawing defined benefit pensions, many will be in for a rude awakening.

David Buckle + 1 other | 29 October 2018

Richard Edgar
Podcast 28 min listen

Podcast: How to survive the demographics revolution

Significant shifts are underway in the pattern of global populations. What do these changes mean for societies, companies, individuals, and investors?

Richard Edgar | 29 October 2018

Benjamin Moshinsky
Bibliography 6 min read

The investment world's best material on demographics

The best books, articles and films on the themes of demographics and old age from Fidelity.

Benjamin Moshinsky | 29 October 2018

Adnan Siddique
Article 4 min read

To my newborn son: here's your financial future

A new father writes a letter to his son with thoughts on how shifting demographics will have changed the world by the time he starts work.

Adnan Siddique | 29 October 2018

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