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The obvious - and not so obvious - case for logistics real estate
The appeal of the logistics market has been well publicised as the post-pandemic shift in supply chains has boosted the rental growth on offer in the sector.
What struggling couriers reveal about investing in China
The disconnect between Chinese express volume and courier stocks provides an important lesson for stock pickers adapting to a changing Chinese economy.
Chart Room: Taking stock of warehouse rents
Chart Room: Taking stock of warehouse rents
Warehouses are stockpiling a real estate value play
Warehouses are stockpiling a real estate value play
Re-globalisation in the age of Asia's supply chain crunch
Even the best-laid plans across the global manufacturing industry haven’t kept pace with a swiftly evolving siege of pressures on supply chains.
On the ground with China's ZTO logistics fleet
Fidelity analysts and portfolio managers engage with China's leading logistics company on the ground in Shanghai.
An express dialogue: ESG engagement in China
Fidelity International worked with China’s biggest express-delivery company on sustainable growth.
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