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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.
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.
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.
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.
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.
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.
New world, new playbook
We move into 2023 in a changed world, and the opportunities and challenges will be different for investors going forward.
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.
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.
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.
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.
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.
In five charts: the demographic trends changing the world
A compelling look at the demographic changes shaping our world.
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.
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.
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.
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.
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?
The investment world's best material on demographics
The best books, articles and films on the themes of demographics and old age from Fidelity.
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.
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