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Chart Room: China's solar non grata
Solar energy stocks in China rebounded as the country rekindled cooperation with the US on climate change. But we think investors’ optimism is misplaced.
Middle East attacks hint at another shock for markets
Middle East attacks hint at another shock for markets. Fidelity analysts discuss oil and markets' reaction.
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.
China + 1 = ASEAN: A winning formula
A pandemic, a war and geopolitical tensions have caused global firms to rethink their supply chains, and many are eyeing the ASEAN region.
Navigating the Polycrisis: A shift in the landscape
The perma-crisis that has coloured recent years has taken on new tones in the first months of 2023.
A new golden age for China’s investment sector
China’s investment and wealth management industry is embracing a golden age. The onshore markets will remain an attractive long-term investment destination.
CIO podcast: US midterms and digital assets after FTX
Fidelity International's Global Chief Investment Officer Andrew McCaffery speaks to Richard Edgar about the US midterms and digital assets after FTX.
Looking through the gridlock
The initial returns from US midterm elections point to a high likelihood of gridlock in Washington for the next two years.
Rich Pickings podcast: Tectonic shifts - mapping the disruption to economies and supply chains
Rich Pickings podcast: Tectonic shifts - mapping the disruption to economies and supply chains
Chart Room: Ukraine war adds to inflation and brings further supply chain woes
As the appalling human cost of the war in Ukraine continues to grow, the knock-on effects for the global economy are also becoming clearer.
A time for cool heads as the world order shifts
Russia’s war in Ukraine has raised fears of profound fissures in the global economic and geopolitical balance, while casting scrutiny on China’s stance.
Fidelity CIO: Stagflationary consequences of Ukraine crisis intensify policy dilemma
An environment of stagflation is increasingly likely to be maintained rather than to ease off over the coming months.
Analyst Survey 2022: Mind the roadblocks
Fidelity International Analyst Survey 2022: Mind the roadblocks
Catch-2022 policy dilemma hits markets
Central bank policy stance and geopolitical risks put pressure on markets.
The Investor's Guide to China podcast: China in the world
"Xi Jingping completely changed the mould," says Louis-Vincent Gave, CEO and Founder of Gavekal.
Brexit agreement: A respite from uncertainty
What investors are looking at after UK exits the European Union
Oil price war set to escalate
The oil price war between Russia and Saudi Arabia is still in escalation mode - and things could get worse before they get better.
A growing chasm
Optimism over a trade truce between the US and China is premature. Investors should be prepared for divergence in key areas.
Cool Heads: Fidelity CEO Anne Richards on Brexit and fragmentation
Watch our new series Cool Heads, in which Fidelity investors cut through the noise to focus on what really matters.
Risk premium rises after attack on Saudi oil hobbles global supply
US sanctions on Iran could be more severe.
Is the end of globalisation the end of global investing?
Equities Portfolio Manager Amit Lodha shares his insights on the challenges to globalisation and the implications for investors in global equities.
Renewed trade tensions buck the rally
Policy action is now driving market sentiment
An outside view of the US-China trade war
Why investors should not expect a swift resolution to the US-China trade war
Ten years since the crisis: the risks have changed
Investors and policy makers have learned their lessons, but we may be looking in the wrong direction for the next dislocations.
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