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Gita Bal
Article 4 min read

Analyst Survey 2024: Ready for a reset

The past two years have been marked by a fear of how bad the first sustained slowdown since 2008 might become. Our annual survey offers hopeful signs.

Gita Bal + 2 others | 26 January 2024

Max Stainton
Article 3 min read

Fed deals its cards early on rates

Fed deals its cards early on rates

Max Stainton + 1 other | 19 December 2023

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

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

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

Max Stainton
Article 3 min read

Fed holds the line, hopes for a soft landing

Chairman Powell has set his sights on a gentler slowdown, but the impact of higher effective interest rates may hit consumers and companies hard next year.

Max Stainton + 1 other | 21 September 2023

Alex Dong
Article 2 min read

Chart Room: China’s heavy machine makers dig deeper overseas

China’s machinery firms are making new inroads abroad, seeking profitability that’s built to last as demand falls and competition intensifies at home.

Alex Dong | 20 September 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

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 35 min listen

The Investor's Guide to China podcast: De-dollarisation

When it comes to currencies, it often feels like it's all about the US dollar. Although the greenback has dominated international trade and finance for decades

Catherine Yeung + 9 others | 18 July 2023

Aditya Khowala
Article 2 min read

Chart Room: Cracks in credit will see gravity kick in

The evidence of strain in the financial system is growing amid a sharp tightening of credit conditions.

Aditya Khowala + 1 other | 7 July 2023

Peiqian Liu
Article 3 min read

BOJ: Patience is virtue

At its June meeting, the Bank of Japan has retained its dovish bias, and we believe markets will price in a lower possibility of an imminent exit from YCC.

Peiqian Liu + 1 other | 16 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

Peiqian Liu
Article 2 min read

Chart Room: Getting China’s youth back to work

The job prospects are still gloomy for young people in China, and the picture may get worse before it gets better.

Peiqian Liu | 27 April 2023

Lucas Klein
Article 1 min read

Chart Room: Is the US labour market ready to crack?

The latest survey of Fidelity sector analysts shows expectations of layoffs by US and European companies over the next year.

Lucas Klein + 3 others | 30 March 2023

Fiona O'Neill
Article 2 min read

Chart Room: Employee welfare is still a priority

Companies’ recent push to focus on employee wellbeing is unlikely to fade, even as an economic downturn puts pressure on business

Fiona O'Neill + 3 others | 27 January 2023

Victoria Mio
Article 3 min read

The Vegas of the East at a crossroads

Macau’s tourism-dependent economy was hit hard by Covid-19. Now, the Chinese casino hub aims to turn a crisis into an opportunity to reinvent itself.

Victoria Mio + 3 others | 1 December 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

Andrew McCaffery
Article 3 min read

US midterms and a history of stock market gains

The division of power after US midterm elections has led to calmer stock markets and positive investment returns. 2023 may yet prove more of an exception.

Andrew McCaffery | 18 November 2022

Fidelity International Global Macro & Asset Allocation Team
Article 1 min read

A dovish hike but Fed may be forced to do more

A dovish hike but Fed may be forced to do more as labour market remains strong

Fidelity International Global Macro & Asset Allocation Team
Blog 2 min read

Chart Room: Fingers in the punch bowl

Central bankers seeking to deploy rate hikes against inflation risk collateral damage as tighter policy threatens already swollen debt servicing costs.

Shashank Manchanda
Blog 2 min read

Chart Room: Home is where the supply shortage is

Supply has never looked tighter in the US housing market. Construction backlogs persist and prices climb as homebuyers appear undeterred by looming rate hikes.

Shashank Manchanda + 2 others | 27 January 2022

Mo Ji
Blog 2 min read

Chart Room: Digging into China’s GDP growth

A sharp decline in excavator utilisation reflects China’s property-and-infrastructure-induced slowdown, but it also boosts the case for strong policy response.

Mo Ji + 3 others | 21 October 2021

Aditya Khowala
Article 5 min read

Biden is the change candidate in the US elections

Democrat hopeful Joe Biden is the current favourite to win in November's US presidential elections, but it is too early to take a firm view.

Aditya Khowala + 2 others | 30 July 2020

Louise Fribourg
Blog 2 min read

The Fidelity Leading Indicator finds a floor

The FLI now points to a quarterly contraction about 125 per cent of the magnitude of that seen in the depth of the GFC.

Louise Fribourg + 1 other | 16 July 2020

Louise Fribourg
Blog 2 min read

FLI takes another leg down despite lockdowns easing

The FLI now points to a quarterly contraction about 125 per cent of the magnitude of that seen in the depth of the GFC.

Louise Fribourg + 1 other | 9 June 2020

Anna Stupnytska
Blog 2 min read

ECB pleases markets with additional €600bn stimulus

The central bank has increased the size of its pandemic stimulus package to €1.35 trillion

Anna Stupnytska | 4 June 2020

Anna Stupnytska
Blog 1 min read

Massive US fiscal package needs effective implementation

A rescue package for ‘Main Street’ has been agreed. This far-reaching deal unlocks funds to support the US economy, but implementation is crucial.

Anna Stupnytska | 25 March 2020

Anna Stupnytska
Article 4 min read

Coronavirus: will there be a global recession?

Market expectations of intervention remain high.

Anna Stupnytska + 1 other | 2 March 2020

Bryan Collins
Blog 5 min read

How to navigate China's economic lockdown

The Covid-19 coronavirus outbreak has delivered an exogenous shock to China’s economy, one that has ramifications for global growth.

Bryan Collins | 19 February 2020

Fidelity International
Video 6 min watch

Cool Heads: Ian Samson and Andrea Iannelli on growth and inflation

Ben Deane sets out what’s been driving inflation, Ian Samson explains his outlook for the coming months and Andrea Iannelli examines what it means for markets.

Fidelity International | 24 October 2019

Ian Samson
Blog 2 min read

Fidelity Leading Indicator: Stronger data indicate a recovery

Improvement in global growth has been reassuringly broad-based

Ian Samson + 1 other | 10 June 2019

Ian Samson
Blog 2 min read

China’s April data disappoints market expectations of resilience

Data on industrial production, retail sales and investment all surprised to the downside.

Ian Samson + 1 other | 15 May 2019

Ian Samson
Blog 1 min read

GEAR update: US and Japan join the slowdown

GEAR update: US and Japan join the slowdown

Ian Samson + 1 other | 27 February 2019

Ian Samson
Blog 3 min read

Fidelity Leading Indicator: Qualified optimism or qualified pessimism

Our proprietary Fidelity Leading Indicator (FLI) is edging up towards the ‘top-left’ quadrant, which suggests that a trough could be approaching.

Ian Samson | 11 October 2018

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