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Fidelity International's China Stewardship Report 2024
Welcome to the third biennial edition of this joint publication with ZD Proxy Shareholder Services.
The true cost of Hong Kong’s cheaper audits - and how investors can help fix it
Auditors under pressure in Hong Kong could be a blessing in disguise for investors hoping to reshape corporate governance in their favour.
Field Notes: This Chinese dairy company is taking a grass-roots approach to reclaiming deserts
Deep in northern China, a dairy producer discovers that reclaiming desert land helps it build a more robust and sustainable business.
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.
Japan’s stock market reform gathers steam
The Tokyo Stock Exchange is taking steps in the right direction on some long overdue reforms, but more still needs to be done.
Suisse roll-up
An historic last-minute takeover of Credit Suisse by UBS offers an imperfect solution as regulators seek to contain broader systemic risk.
Fidelity International China Stewardship Report 2022
Gaining traction: Fidelity International China Stewardship Report 2022. A proprietary study of shareholder stewardship, voting and engagement trends in China.
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.
Overview: ESG 2.0
An ESG evolution is underway.
Now and zen: Japan’s quiet rise
Inflation may be a scourge elsewhere, but Japan is unruffled. Instead, the world’s third-largest economy is showcasing its appeal to investors.
Rich Pickings podcast: The ESG questions raised by the Russia-Ukraine war
Carsten Roemheld discusses the ESG questions raised by the Russia-Ukraine war and the implications for asset allocation.
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.
ESGenius: Boosting board independence in Japan
Regulatory reforms have created new opportunities for active shareholders to engage with Japanese companies on key governance issues like board independence.
Credit risk at China’s SOEs in focus amid Huarong saga
China’s bond and equity markets have been rattled by concerns that state-owned enterprises could face greater default risk.
Unlocking India’s structural opportunities: 10 charts
Reforms and new infrastructure paving the way for manufacturing investment and employment will be key to unlocking India’s next stage of development.
China bond defaults signal a coming of age as state safety net shrinks
Bond defaults by state-owned enterprises have rattled China’s onshore credit markets. We see this as an important if painful step in curtailing moral hazard.
China takes aim at trash
A massive nationwide effort is underway to improve China's waste management systems.
ESGenius: On governance, and spotting corporate cons
ESGenius: On governance, and spotting corporate cons
Post-Covid environment offers new testing ground for sustainable growth in China
China’s nascent trend in ESG investing appears to be alive and well despite the disruption caused by the Covid-19 pandemic.
ESG: Focus on the ‘G’ and the rest will follow
Most companies with good ‘E’ and ‘S’ practices have strong governance but it's rare to see firms with poor governance uphold high ‘E’ and ‘S’ standards.
In Baoshang Bank takeover, China takes aim at moral hazard
The recent move by regulators in China to take over Baoshang Bank marks a significant event in the development and liberalisation of China’s capital markets.
Japan’s companies are evolving against a solid economic backdrop
Japan is changing, meaning better profits and returns for companies. Combined with attractive valuations, this can mean sustainable investor returns.
MSCI A-share inclusion is a milestone for China’s onshore capital markets
It’s a game-changer for both the mainland and investors, even though, on the face of it, it’s not yet a particularly high-stakes game.
What is and what isn't ESG: the investors' definition
Investment chiefs from Denmark, Italy and Japan on how they define what is - and what isn't - ESG, and how it informs their approach to investing.
ESG leadership: Japan steps forward as the US steps back
When it comes to policy leadership in the arena of environmental, social and governance factors, Japan is stepping up even as the US is stepping back.
Longer cycle, shorter horizons: Governance at the end of the cycle
Why extra scrutiny of corporate governance, especially capital deployment decisions, is necessary towards the end of the cycle.
Defining ESG: Evolution not revolution
ESG investing seems all the rage, but what does this focus on environmental, social and governance criteria actually mean for investors?
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