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Catherine Yeung
Podcast 30 min listen

The Investor's Guide to China podcast: China's bond market

Catherine Yeung and Marty Dropkin tackle a topic that often flies under the radar, but could in fact hold great potential for investors: China’s bond market.

Catherine Yeung + 7 others | 7 February 2024

Monica Li
Article 4 min read

China: The fragile recovery continues

Economic stimulus and low borrowing costs are proving supportive to most Chinese companies. But sluggish demand is dampening management sentiment for 2024.

Monica Li + 1 other | 26 January 2024

Alvin Cheng
Article 3 min read

China’s corporate bond rally may still have room to run

China’s onshore corporate bonds have had a bull run this year, which we think has further to go.

Alvin Cheng | 28 November 2023

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

Signs of a dovish tilt from China’s Politburo

China’s leaders have voiced support for the economy, which is moderating after an initial bounce from the re-opening.

Catherine Yeung
Podcast 38 min listen

The Investor's Guide to China podcast: China Consumer

China’s economic rebound hasn’t been as strong as many anticipated.

Catherine Yeung + 7 others | 20 June 2023

Fiona Shou
Article 2 min read

Fundamentals: Why China’s tentative, two-speed housing market recovery is still on track

China’s residential property market rebound continues at a slow and steady pace, despite diverging performance between new and existing home sales.

Fiona Shou + 2 others | 8 June 2023

Victoria Mio
Article 2 min read

China’s property market sparks to life with signs of recovery

Homebuyers are finally back in action in China. We see a rebound in sales activity in mega cities, although consumer confidence remains fickle.

Victoria Mio + 3 others | 9 March 2023

Kim Politzer
Article 6 min read

Readying for a real estate recovery

Readying for a real estate recovery

Kim Politzer + 2 others | 6 February 2023

Catherine Yeung
Podcast 33 min listen

The Investor's Guide to China podcast: Common Prosperity

The phrase "common prosperity" has certainly been getting a lot of air time recently, both domestically in China as well as around the world.

Catherine Yeung + 7 others | 7 June 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

Terrence Pang
Blog 3 min read

Time to look beyond Evergrande and China’s ‘too big to fail’ era

Property giant China Evergrande’s woes are better understood as a controlled explosion, rather than an unexpected disaster.

Terrence Pang + 3 others | 24 September 2021

Paras Anand
Article 4 min read

After the selloff, what next for China equities?

A spate of regulatory actions across several sectors in China rattled markets and sent shares tumbling, but some of this selling appears overdone.

Paras Anand + 2 others | 29 July 2021

Timothy Foster
Blog 1 min read

Chart Room: Gimme shelter (from inflation)

Shelter inflation continues to hold the key for forecasting inflation pressure in the US.

Timothy Foster + 2 others | 29 July 2021

Timothy Foster
Blog 1 min read

Chart Room: Keep an eye on housing rents when tracking inflation

Some key considerations make us more constructive on US rents for the year ahead, particularly soaring home purchase prices.

Timothy Foster + 1 other | 18 February 2021

Adrian Benedict
Article 8 min read

The New Prime: Cashflow trumps location for real estate investors

The New Prime: Cashflow trumps location for real estate investors

Adrian Benedict + 1 other | 24 June 2020

Ming Gong
Blog 4 min read

Delayed demand making its return to China’s property market

New home sales are recovering faster than expected in China. This has big implications for domestic demand and the macroeconomic outlook.

Ming Gong + 2 others | 8 April 2020

Alex Zhang
Blog 3 min read

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.

Alex Zhang + 1 other | 31 May 2019

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