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Sebastian Morton-Clark
Podcast 38 min listen

Key findings of Fidelity's ESG Analyst Survey explained

An audio digest with context and analysis of the results.

Sebastian Morton-Clark + 4 others | 14 June 2021

Sebastian Morton-Clark
Video 4 min watch

Analysts tell the stories behind the ESG Survey data

Three of Fidelity's analysts show how the numbers reveal the headlines of the ESG survey.

Sebastian Morton-Clark + 3 others | 14 June 2021

Morgan Lau
Blog 2 min read

Chart Room: Stronger for longer for China’s renminbi?

Expectations for further renminbi appreciation have risen, but we think short-term gains could be capped from here.

Morgan Lau + 3 others | 10 June 2021

Martin Dropkin
Blog 4 min read

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.

Martin Dropkin + 4 others | 4 June 2021

Sherry Qin
Blog 1 min read

Chart Room: China’s EV industry is charged for growth

The combination of falling battery costs and rising adoption rates means China's EV industry is charged for growth.

Sherry Qin + 3 others | 26 May 2021

Louise Fribourg
Blog 2 min read

Chart Room: An uneven supercycle for commodities?

Most commodity prices have been strong this year, spurring talk of a potential supercycle. But the returns could be more dispersed from here.

Louise Fribourg + 3 others | 20 May 2021

Amit Goel
Blog 2 min read

Chart Room: The rapid rise of digital payments in India

The technological transformation of India’s economy has accelerated in recent years, as can clearly be seen in the accelerating shift to digital transactions.

Amit Goel + 3 others | 6 May 2021

Matthew Jennings
Blog 1 min read

Chart Room: Why dividends make sense in an inflationary environment

History shows how dividend-focused investment strategies can provide sustainable income in a reflationary environment.

Matthew Jennings + 2 others | 29 April 2021

George Efstathopoulos
Blog 2 min read

Chart Room: China has fewer reasons to be hawkish

China's short-end rates remain low despite earlier expectations for monetary tightening.

George Efstathopoulos + 3 others | 22 April 2021

Nathan Sribalasundaram
Article 5 min read

Why India’s ‘fallen angel’ risk is rising

India’s ballooning debt levels amid a structural growth slowdown have raised the risks of an imminent downgrade by credit ratings agencies.

Nathan Sribalasundaram + 2 others | 19 April 2021

Eugene Philalithis
Blog 1 min read

Chart Room: Equity volatility eases as Treasury yields rise

The VIX has fallen below a key technical level, suggesting a new wave of investor optimism.

Eugene Philalithis + 2 others | 15 April 2021

Nick Price
Blog 2 min read

Chart Room: EM outperformance could be sustained, if commodities are a guide

This week’s Chart Room shows the historical correlation of EM equities with commodities, which suggests that the breakout could be sustained.

Nick Price + 1 other | 8 April 2021

Terry Raven
Blog 2 min read

Chart Room: Energy and industrials sectors to bounce back in 2021

Revenue growth this year could be strongest in the sectors worst affected by Covid-19, according to Fidelity International’s latest monthly analyst survey.

Terry Raven + 1 other | 1 April 2021

Matthew Siddle
Blog 2 min read

Chart Room: Retail investors pile into the fastest growing stocks

Retail investors' market participation is extreme not only in volume, but also concentration.

Matthew Siddle + 2 others | 25 March 2021

Timothy Foster
Blog 2 min read

Chart Room: A Goldilocks spot for inflation-linked bonds

We see a sweet spot in inflation-linked bonds with maturities ranging from 1 year to 10 years.

Timothy Foster + 1 other | 18 March 2021

Paras Anand
Article 4 min read

Flows vs friction

Growth opportunities in post-pandemic Asia are set to propel a long-term boom in equity capital markets, as the region draws in ever greater inflows.

Paras Anand | 17 March 2021

Jenn-Hui Tan
Blog 1 min read

Chart Room: Corporate ESG focus reverts to pre-Covid priorities

An economic rebound could bring with it a reversion to pre-pandemic priorities in environmental, social and governance (ESG) factors.

Jenn-Hui Tan | 11 March 2021

George Efstathopoulos
Blog 1 min read

Reflation revives outlook for UK equities

Signs of reflation are sparking hopes that UK equities will benefit from a vaccine-led reopening of the economy.

George Efstathopoulos | 4 March 2021

Dhananjay Phadnis
Blog 4 min read

Sustainability is key for value creation

How should we quantify the valuation impact of sustainable investing?

Dhananjay Phadnis + 1 other | 2 March 2021

Bob Chen
Article 8 min read

Analyst Survey 2021: Region by region

Here we look at what Fidelity International's analysts say will be the prevailing regional trends over the next 12 months.

Bob Chen + 1 other | 1 March 2021

Amber Stevenson
Article 7 min read

Analyst Survey 2021: Sector by sector

Fidelity International's analysts expect significant differences in the pace of individual sector recoveries.

Amber Stevenson | 1 March 2021

Amber Stevenson
Article 6 min read

Analyst Survey 2021: Analyst Q&A

Our analysts talk about the key trends in their respective sectors in the wake of Covid-19.

Amber Stevenson + 1 other | 1 March 2021

Terry Raven
Article 6 min read

Analyst Survey 2021: Counting down the days

Confidence is high despite the threat of new variants; ESG emphasis rises again.

Terry Raven + 2 others | 1 March 2021

Max Stainton
Blog 2 min read

Chart Room: Staying afloat amid a rising tide of debt

Central banks have been playing a key role in keeping higher debt loads affordable.

Max Stainton + 2 others | 25 February 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

Rahul Srivatsa
Blog 2 min read

Chart Room: Risk-on and on, with caveats

Caution and careful positioning are important from here, based on the latest readings from Fidelity’s risk aversion indicator.

Rahul Srivatsa + 2 others | 10 February 2021

Victoria Mio
Blog 3 min read

What’s ahead for China’s markets in the Year of the Ox

Investors keen to see whether China’s bull market can keep charging ahead in the lunar Year of the Ox will be focused on recovery and monetary policy.

Victoria Mio + 3 others | 7 February 2021

Anthony Doyle
Blog 1 min read

Chart Room: Emerging markets and the reopening trade

Emerging EMEA (Europe, Middle East and Africa) and Latin American stocks are particularly well positioned to reap the benefits of reopening.

Anthony Doyle + 1 other | 4 February 2021

Fabio Riccelli
Blog 2 min read

Chart Room: The return of the value super-cycle?

In this week’s Chart Room, we look at both sides of the long-standing debate between value and growth investment styles, as seen from both Europe and China.

Fabio Riccelli + 3 others | 28 January 2021

Yuanlin Lang
Blog 4 min read

China, the West and the rest: how vaccine rollouts are progressing

With little fanfare, China is firing on all cylinders to vaccinate tens of millions of people, even as domestic spread of the virus appears mild.

Yuanlin Lang + 1 other | 28 January 2021

Stuart Rumble
Blog 1 min read

Chart Room: After the Gold Rush

Is it time to take profits in gold?

Stuart Rumble + 1 other | 21 January 2021

Louise Fribourg
Blog 2 min read

January FLI update: Fiscal good news offsets near-term softening

The FLI Cycle Tracker remains in the ‘top-right’ quadrant with growth above trend and improving, albeit momentum has softened for a second month.

Louise Fribourg + 1 other | 18 January 2021

Steve Ellis
Blog 2 min read

Chart Room: A liquidity tide for the record books

2020 brought us new high-water marks in the US for both money supply growth and the personal savings rate.

Steve Ellis | 13 January 2021

George Efstathopoulos
Blog 1 min read

Chart Room: Chinese stocks, playing catchup, finally retrace 2015 highs

But the rally in China’s main onshore index still lags its US and global counterparts.

George Efstathopoulos + 2 others | 7 January 2021

Daisy Ho
Blog 3 min read

New survey finds silver linings to China’s pension challenges

As China faces the formidable task of building a private pension industry from scratch, it can count on the blessing of residents’ financial wellness.

Daisy Ho | 22 December 2020

Anthony Doyle
Blog 1 min read

Chart Room: Weakening dollar gives emerging markets a shot in the arm

Emerging markets may be helped further along by the weaker outlook for the US dollar.

Anthony Doyle + 3 others | 10 December 2020

Amit Goel
Article 4 min read

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.

Amit Goel + 2 others | 9 December 2020

Gita Bal
Article 4 min read

Fidelity Analyst Survey: Company debt may have peaked already

While most analysts expect debt levels at their companies to stay the same or fall next year, it is becoming a greater factor in management decision making.

Gita Bal + 3 others | 26 November 2020

Alvin Cheng
Blog 3 min read

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.

Alvin Cheng + 1 other | 24 November 2020

Jenn-Hui Tan
Blog 1 min read

Chart Room: The clear link between ESG and returns

How have stocks that scored high for Environmental, Social and Governance (ESG) factors held up amid the Covid-19 fallout?

Jenn-Hui Tan + 3 others | 12 November 2020

Bertrand Lecourt
Article 5 min read

China takes aim at trash

A massive nationwide effort is underway to improve China's waste management systems.

Bertrand Lecourt + 3 others | 11 November 2020

Louise Fribourg
Blog 2 min read

Fidelity Leading Indicator extends strong momentum of recovery

FLI-implied activity appears to be heading to levels only slightly below the pre-COVID peak, despite pockets of impact from renewed mobility restrictions.

Louise Fribourg + 1 other | 11 November 2020

Gita Bal
Blog 1 min read

Chart Room: Some sectors may be set for a margin squeeze

The latest reading from our monthly analyst survey shows which companies are struggling with inflationary pressure but also weaker pricing power.

Gita Bal + 4 others | 5 November 2020

Lynda Zhou
Blog 3 min read

Growth targets take a backseat in China’s new economic plan

Domestic consumption and technology growth will be prioritised as the government reveals overarching guidelines for the country’s 14th five-year plan.

Lynda Zhou + 2 others | 30 October 2020

George Efstathopoulos
Blog 2 min read

Chart Room: Correlations boil and bubble 🎃 and may spell toil and trouble 🦇

In this follow-up special Halloween edition of Chart Room, we look at how correlations are casting a spell over markets.

George Efstathopoulos + 3 others | 29 October 2020

Paras Anand
Blog 3 min read

The hidden dragon of 2020

As global investors scramble to digest paradigm shifts, another change of seismic scale has gone under-noticed in a year full of twists and turns.

Paras Anand | 27 October 2020

Gita Bal
Article 5 min read

Fidelity Analyst Survey: Sentiment improves again but could be nearing plateau

October’s survey of Fidelity International’s analysts reveals that sentiment and leading indicators are once again incrementally better than last month.

Gita Bal + 2 others | 27 October 2020

Anthony Doyle
Blog 1 min read

Chart Room: Government debt climbs to spooky heights

In this special Halloween edition Chart Room (part 1 of 2), we look at the frightening levels of government debt around the world.

Anthony Doyle + 2 others | 22 October 2020

Luca Romano
Article 8 min read

ESGenius: Insurance companies neglect sustainability at their peril

Fidelity research shows disparity in how sustainability is viewed across insurance sector.

Luca Romano + 2 others | 21 October 2020

Stuart Rumble
Blog 1 min read

Chart Room: Why growth still has room to grow in China equities

The valuation premium for China growth stocks versus value stocks hit a new all-time high, lifted by the consumer, tech and healthcare sectors.

Stuart Rumble + 2 others | 15 October 2020

Louise Fribourg
Blog 2 min read

Fidelity Leading Indicator shows record short-term growth momentum

All sectors are exhibiting significant strength, as policymakers seek to bridge economies to the hoped-for 2021 vaccine rollout.

Louise Fribourg + 1 other | 9 October 2020

Natalie Briggs
Blog 1 min read

Chart room: European cyclicals vulnerable if manufacturing data moderates

Any moderation in the growth of new manufacturing orders could make cyclicals vulnerable to a de-rating.

Natalie Briggs + 2 others | 8 October 2020

George Efstathopoulos
Blog 1 min read

Chart Room: Is disinflation lurking around the corner?

In a bullish signal, the bond market’s short-term expectations for US inflation are back near pre-crisis levels. But are investors being overly optimistic?

George Efstathopoulos + 3 others | 24 September 2020

Richard Edgar
Podcast 22 min listen

Analyst Survey podcast: The world catches up with China

Listen to the latest Analyst Survey podcast to hear what Fidelity's almost 150 analysts saying about the state of the corporate world.

Richard Edgar + 3 others | 21 September 2020

Jon Guinness
Blog 2 min read

Chart Room: Why some tech valuations may be lower than you think

A closer look at longer-term valuations reveals some surprising trends in tech.

Jon Guinness + 3 others | 17 September 2020

Terry Raven
Blog 5 min read

Analyst Pulse Survey: Companies are restructuring, but are they resilient?

Certain sectors will need to do more to be resilient in the face of diminishing government support and possible infection rate rises.

Terry Raven + 2 others | 17 September 2020

Flora Wang
Article 4 min read

Boosting sea legs

The Covid-19 pandemic has left numerous seafarers stranded. Fidelity is acting fast to sound the alarm on an issue of global humanitarian concern.

Flora Wang + 2 others | 15 September 2020

George Efstathopoulos
Blog 2 min read

Chart Room: Emerging market currencies lag on inflation risks

EM countries are using some of the same monetary and fiscal measures as developed markets. But this could add to rising inflation and currency weakness.

George Efstathopoulos + 3 others | 10 September 2020

Louise Fribourg
Blog 1 min read

Fidelity Leading Indicator signals broad-based recovery

Four out of five FLI sectors are experiencing both growth and acceleration, with only Consumer and Labour lagging.

Louise Fribourg + 1 other | 8 September 2020

Crystal Cui
Blog 2 min read

Chart Room: China’s Covid rebound puts the ‘V’ in investment

Fixed asset investment (FAI) in China has recovered to its pre-Covid levels of growth, with infrastructure and property driving the nation’s broader economy.

Crystal Cui + 3 others | 3 September 2020

Jon Guinness
Article 5 min read

Why India could be the next breeding ground for tech unicorns

The Silicon Valley giants are shifting their attention to India as the next big growth market.

Jon Guinness + 4 others | 26 August 2020

Ming Gong
Blog 4 min read

China property: Built for the long run

Facing challenges in their core business of building and selling new homes, Chinese real estate developers have found an alternative source of revenue.

Ming Gong + 1 other | 24 August 2020

Ian Samson
Blog 2 min read

GEARs: Bursting through the ceiling?

Fidelity International’s GEAR (Gauges of Economic Activity in Real Time) activity indicators continue to rebound strongly.

Ian Samson + 1 other | 20 August 2020

James Durance
Blog 4 min read

Overweight autos: The road less travelled

Despite the risks, we believe that the auto sector now presents an investment opportunity.

James Durance + 1 other | 14 August 2020

Louise Fribourg
Blog 2 min read

Fidelity Leading Indicator points to weak recovery

Business sentiment and trade are improving, among signals of a fragile recovery, but consumer confidence and industrial orders lag.

Louise Fribourg + 1 other | 12 August 2020

Monica Li
Blog 4 min read

Chinese banks are due for national service

As governments around the world exhaust their policy arsenals to save economies, China is reaching for a secret weapon unrivaled by most countries.

Monica Li + 2 others | 31 July 2020

Stuart Rumble
Blog 1 min read

A heavy outlook for the US Dollar

The relentless spread of Covid-19 across the US and improving risk sentiment elsewhere is crimping demand for the safe-haven reserve currency.

Stuart Rumble + 2 others | 30 July 2020

Hyomi Jie
Article 4 min read

With nowhere to go, Chinese tourists spend closer to home

Most travel destinations remain off-limits, and as Chinese people’s savings have increased, so has their pent-up demand and desire to treat themselves.

Hyomi Jie + 2 others | 28 July 2020

Ned Salter
Video 45 min watch

Fidelity live: Analysts webcast replay

Hear from our Head of Research and two of our analysts on the ground as they share the thoughts from over 160 of their analyst peers around the world.

Ned Salter + 2 others | 27 July 2020

Martin Dropkin
Blog 4 min read

July’s Fidelity International Pulse Survey: Falling costs find some support

July’s Fidelity International Pulse Survey: Falling costs find some support

Martin Dropkin + 2 others | 16 July 2020

Tina Tian
Blog 4 min read

Covid health code reveals China’s big data edge

A key to China’s success in containing the coronavirus, the health code’s propagation evinces a major advantage in big data development.

Tina Tian + 1 other | 16 July 2020

George Efstathopoulos
Blog 1 min read

Chart Room: Why China government bonds have underperformed other markets

China government bond yields are diverging from other major government bond markets.

George Efstathopoulos + 3 others | 15 July 2020

Stefan Kitic
Article 3 min read

ESGenius: Due diligence on Wirecard revealed that the sums didn’t add up

For investors focused on sustainability and governance, the warning signs of financial misreporting were there for some time.

Stefan Kitic | 9 July 2020

Hyomi Jie
Blog 1 min read

Chart Room: Chinese consumers’ growing preference for local brands

The Covid-19 experience is spurring changes in behavior among Chinese consumers. Among these is a growing preference for domestic brands over foreign ones.

Hyomi Jie + 2 others | 9 July 2020

Richard Edgar
Podcast 36 min listen

The future of energy podcast: the 1.5 trillion dollar question

"I do think that [the pandemic], for the power industry, is going to make it have a more green generation mix," says analyst Christine Miyagishima.

Richard Edgar + 5 others | 7 July 2020

Stuart Rumble
Blog 1 min read

Chart Room: Asian equities diverge, creating opportunities

The difference in performance between equity markets in East Asia and South Asia (India, ASEAN nations) is the largest in nearly 15 years.

Stuart Rumble + 2 others | 2 July 2020

Ian Samson
Blog 2 min read

GEARs: China roars while the global economy snores

Our Gauges of Economic Activity in Real time (GEARs), a proxy for three-month annualised growth, improved this month but remain in extreme hibernation.

Ian Samson + 1 other | 19 June 2020

Stuart Rumble
Blog 2 min read

Chart room: Despite a recent rally, high yield bonds still look cheap

For US high yield, valuations look historically cheap on a relative basis - especially when compared to equities.

Stuart Rumble + 2 others | 18 June 2020

Fiona O'Neill
Article 5 min read

Fidelity International Pulse Survey: 10 months of disruption remain

Fidelity International’s June survey of 149 analysts finds that activity in most sectors and regions is expected to return to a stable level in under a year.

Fiona O'Neill + 2 others | 18 June 2020

Sumant Wahi
Podcast 39 min listen

Podcast: The future of... connectivity

"After this, I don't think any law-maker will disagree that telecom connectivity is as important as any other utility," says portfolio manager Sumant Wahi.

Sumant Wahi + 4 others | 15 June 2020

Stuart Rumble
Blog 1 min read

Chart room: Another false dawn for value stocks?

Over the past decade, previous periods of value outperformance have been short-lived. Will this time be different?

Stuart Rumble + 3 others | 11 June 2020

Nicholas Price
Article 2 min read

Japanification in 12 charts

Many western economies are mirroring Japan’s experience over the past 30 years.These 12 charts show how some of the key trends are playing out.

Nicholas Price + 3 others | 9 June 2020

Stuart Rumble
Blog 1 min read

Chart Room: QE expectations vs. reality, market moves

Market expectations of future asset purchases by the Fed have an even greater influence than the purchases themselves.

Stuart Rumble + 2 others | 4 June 2020

Eric Wong
Article 5 min read

Central banks in emerging markets hop on the bond-buying bandwagon

EM central bankers are taking a page from the developed-market playbook and purchasing local bonds as a way to cushion the blow

Eric Wong + 4 others | 29 May 2020

Ian Samson
Article 2 min read

Chart Room: Mobility data shows most economies are rebounding slowly

Economic activity is being determined by virus response rather than slower-moving traditional industrial cycles. We need to adjust our toolkits accordingly.

Ian Samson + 2 others | 28 May 2020

Paras Anand
Blog 5 min read

The end of the journey to the West: Chinese tech firms come home

The tides of global capital markets have turned for Chinese tech firms. Instead of US listings, they are starting to find greater China more compelling.

Paras Anand + 1 other | 27 May 2020

Jing Ning
Blog 3 min read

China again primes growth with infrastructure investment

With exports expected to slump and consumption still struggling to fully recover, China is turning to a familiar playbook - infrastructure spending.

Jing Ning | 25 May 2020

Stuart Rumble
Blog 1 min read

Chart Room: Beware the narrowing market

Equity market performance is now at its narrowest since the 2008 Financial Crisis, with the rally riding on a dwindling number of large-cap growth stocks.

Stuart Rumble + 2 others | 21 May 2020

Sebastian Morton-Clark
Podcast 39 min listen

Podcast: The future of... retail and real estate: liquidity, liquidity, liquidity

As the pandemic changes consumer behaviour - perhaps permanently - we look at what the future of retail and its associated real estate could look like.

Sebastian Morton-Clark + 1 other | 15 May 2020

Stuart Rumble
Blog 1 min read

Chart Room: Mind the valuations

After recent rebounds in stocks and bonds, we take a quick look at valuations and how they stack up against history.

Stuart Rumble + 2 others | 14 May 2020

Ian Samson
Blog 2 min read

Fidelity Leading Indicator shows broad weakness as the focus turns to recovery

The three-month Fidelity Leading Indicator growth rate is already halfway to the Global Financial Crisis trough.

Ian Samson + 1 other | 12 May 2020

Amit Goel
Article 4 min read

How India’s economy is navigating Covid-19

As the world begins to come out of lockdowns and economies normalise, India can offer bright spots for emerging market investors.

Amit Goel + 4 others | 7 May 2020

Tina Tian
Article 4 min read

China’s tourists step out again

Over 100 million travellers in China hit the road over the five-day May Day holiday, the first big test for tourism since lockdowns started being lifted.

Tina Tian + 5 others | 7 May 2020

Joseph Zhang
Blog 1 min read

Chart Room: What in the world is going on with gold?

The correlation between gold and equities has increased to an 18-month high, calling into question the metal’s usual benefit as a porfolio diversifier.

Joseph Zhang + 2 others | 7 May 2020

Andrew McCaffery
Article 2 min read

The New Economic Order

We believe the Covid-19 crisis will trigger a step-change in policy, accelerate existing trends and transform investment frameworks.

Andrew McCaffery + 3 others | 5 May 2020

Terence Tsai
Article 3 min read

Oil tankers gush profits as global storage space overflows

Oil tankers are earning windfall profits - but how long can this situation last?

Terence Tsai + 2 others | 5 May 2020

Stuart Rumble
Blog 1 min read

Chart Room: More policy easing supports China bonds

This week’s Chart Room shows how ample liquidity is helping China’s onshore bond markets navigate around global volatility.

Stuart Rumble + 2 others | 29 April 2020

Alvin Cheng
Article 4 min read

A shelter from the storm, for now: China’s bond market set to open further

When global fixed income investors scrambled for cover last month, China’s onshore bond market was a rare haven with low volatility and no liquidity crunch.

Alvin Cheng + 5 others | 23 April 2020

Amit Lodha
Blog 1 min read

Chart room: Beauty of big tech stocks is in the eye of the beholder

Our latest Chart Room takes a comparative look at the long run up in the Nasdaq 100 index.

Amit Lodha + 2 others | 23 April 2020

James Trafford
Article 2 min read

Oil below zero: bad, but not that bad

Oil fundamentals are weak - but Monday’s price move should be seen as an outlier.

James Trafford | 21 April 2020

George Watson
Blog 1 min read

Chart Room: Fidelity analysts expect longer disruptions from Covid-19

Chart Room: Fidelity analysts expect longer disruptions from Covid-19

George Watson + 2 others | 16 April 2020

Martin Dropkin
Article 3 min read

Fidelity Pulse Survey: The coming solvency squeeze

The global shutdown will put a significant dent in corporate earnings this year, according to 150 Fidelity analysts surveyed this month.

Martin Dropkin + 2 others | 14 April 2020

Martin Dropkin
Article 1 min read

Downgrade risks when zombies become fallen angels

The high yield bond market prepares for an influx of downgraded investment grade debt.

Martin Dropkin + 1 other | 9 April 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

Ian Samson
Blog 2 min read

FLI: Consumer pain leads the way

The three-month Fidelity Leading Indicator growth rate is already halfway to the Global Financial Crisis trough.

Ian Samson + 1 other | 8 April 2020

Eric Wong
Blog 2 min read

Strong underpinnings to Asia’s investment grade bond market

Asia’s investment grade bond market looks attractive as we continue working through the Covid-19 outbreak, and global coordinated stimulus take effect.

Eric Wong + 2 others | 3 April 2020

Timothy Foster
Blog 2 min read

Inflation expectations close to nadir

Low Inflation expectations mean breakevens nolw look attractively priced

Timothy Foster + 1 other | 1 April 2020

Ben Li
Blog 3 min read

A cautious consumer rebound takes hold in China

Chinese consumers are offering a ray of hope in the economic wreckage from the Covid-19 coronavirus

Ben Li + 3 others | 26 March 2020

Fidelity International
Blog 3 min read

China and its neighbours reboot supply chains

As China’s economy emerges from lockdown, activity across Asia’s sprawling network of factories, ports and logistics hubs is picking up.

Fidelity International + 1 other | 23 March 2020

Anna Stupnytska
Blog 3 min read

Recession is here - how bad will it be?

Recession is here - how bad will it be?

Anna Stupnytska | 20 March 2020

Katsumi Ishibashi
Blog 4 min read

Bank of Japan’s coordinated easing signals more proactive asset purchases

Today’s move by the Bank of Japan to boost asset purchases underscores a globally coordinated effort by central banks to contain the coronavirus fallout.

Katsumi Ishibashi | 16 March 2020

George Watson
Article 3 min read

Fidelity analysts say China will lead recovery from virus

Fidelity analysts say China will lead recovery from virus

George Watson | 13 March 2020

Kim Politzer
Blog 3 min read

Limited correction likely in European real estate

Limited correction likely in European real estate

Kim Politzer + 1 other | 13 March 2020

Bryan Collins
Blog 3 min read

China gets back to business

How fast and how fully activity recovers in China will have huge implications for one of the world’s key economic growth engines.

Bryan Collins | 13 March 2020

Kate Howitt
Blog 3 min read

As gold’s surge draws wider interest, miners shine too

Gold's lustre is also rubbing off on the companies that dig it up from the ground.

Kate Howitt + 2 others | 12 March 2020

Paul Gooden
Blog 4 min read

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.

Paul Gooden + 2 others | 11 March 2020

Sebastian Morton-Clark
Video 4 min watch

Ask the Analysts: How are your companies dealing with Coronavirus?

As the business impact of Coronavirus grows, Fidelity analysts describe the level of preparedness that they are observing amongst their companies.

Sebastian Morton-Clark | 9 March 2020

James Trafford
Blog 2 min read

A supply and demand shock for oil markets

Expectations of a demand shock due to the Covid-19 coronavirus collided with an anticipated supply surge after OPEC+ had a major fallout over production cuts.

James Trafford | 8 March 2020

Benjamin Moshinsky
Podcast 31 min listen

Fundamentals podcast: Tesla, VW, and the big electric bet

As Tesla and Volkswagen make big pushes to bring electric vehicles to the mass market we ask whether 2020 is the year EVs finally put their foot to the floor.

Benjamin Moshinsky + 4 others | 5 March 2020

Tina Tian
Blog 4 min read

Outbreak deepens China’s e-commerce push

While the coronavirus threatens to put a dent in China’s overall growth, pockets of the online economy are booming.

Tina Tian + 1 other | 2 March 2020

Barney Rowe
Article 1 min read

White paper: Active share and index concentration

We examine active share, and assess how its value as a tool for evaluating portfolios and investment managers can vary with the underlying benchmark index.

Barney Rowe + 3 others | 24 February 2020

Paras Anand
Podcast 28 min listen

The Investor's Guide to China podcast: Environment

Fidelity's China and sustainability experts put the country's environmental record and ambitions under the investment lens.

Paras Anand + 3 others | 18 February 2020

Richard Edgar
Podcast 29 min listen

Analyst Survey 2020 podcast: The findings discussed

Hear our experts dissect the findings of Fidelity's annual Analyst Survey and the forecasts of more than 150 analysts across the world.

Richard Edgar + 4 others | 13 February 2020

Bob Chen
Article 12 min read

Analyst Survey 2020: Sector by sector

Key findings from the 10 different sectors covered by the survey.

Bob Chen | 13 February 2020

Adnan Siddique
Article 8 min read

Analyst Survey 2020: Region by region

The key findings from the 10 different regions covered by the survey.

Adnan Siddique | 13 February 2020

Jenn-Hui Tan
Article 4 min read

Analyst Survey 2020: A watershed year for ESG

ESG shoots up the corporate agenda in China and the US.

Jenn-Hui Tan + 1 other | 13 February 2020

Sophie Brodie
Article 5 min read

Analyst Survey 2020: Cycle, what cycle?

Economic cycles typically last several years, not entire decades. But this one is different.

Sophie Brodie | 13 February 2020

Ian Samson
Blog 3 min read

Fidelity Leading Indicator signals slowing global growth as coronavirus impact looms

The economic impact of the novel coronavirus outbreak is only just beginning to be captured by the latest FLI reading.

Ian Samson + 1 other | 11 February 2020

Lynda Zhou
Blog 4 min read

China’s financial support targets second-order fallout from coronavirus

China’s healthcare workers have been struggling to contain the spread of coronavirus. Now, policymakers are grappling with the second-order financial effects.

Lynda Zhou + 1 other | 4 February 2020

Ian Samson
Blog 3 min read

US China Phase 1: Apocalypse Postponed

'Phase 1’ of the US- China trade pact reveals no credible path forward, so instead the two sides have chosen to stand still

Ian Samson | 16 January 2020

Fidelity International
Article 2 min read

Investment Outlook Q1 2020: Slowing but going

Overall, 2020 looks to be a story of growth stabilisation rather than big acceleration and it displays the signs of the final stages of a bull market.

Fidelity International | 14 January 2020

Ian Samson
Blog 2 min read

Fidelity Leading Indicator: Still strong but approaching the limit

The Fidelity Leading Indicator's acceleration is circling back towards zero after a period of strong improvement.

Ian Samson + 1 other | 14 January 2020

Raymond Ma
Blog 4 min read

The fourth automation wave will be ‘Made in China’

China is set to lead the world in automation developments, because it has lots of data and the means to leverage it.

Raymond Ma | 6 November 2019

Ian Samson
Blog 2 min read

Global GEAR suggests economy remains on weak footing

Our proprietary Gauges of Economic Activity in Real-Time (GEAR) is flat but there is plenty of divergence at the individual country level.

Ian Samson | 22 October 2019

Paul Greer
Blog 2 min read

Hunting for yield in frontier markets: Egypt

When smaller frontier markets mature into benchmark names, early investors can earn attractive returns in these relatively niche, often overlooked places.

Paul Greer + 3 others | 15 October 2019

Paras Anand
Article 2 min read

Investment Outlook Q4 2019: Bending, not breaking

The Investment Outlook is our flagship quarterly outlook publication that outlines our views on all the major asset classes and details the 'house view'.

Paras Anand + 8 others | 7 October 2019

Rahul Srivatsa
Blog 3 min read

Volatility is a double-edged sword that investors can’t live without

A better understanding of volatility and its role in portfolios can help investors to position themselves for any turbulence ahead.

Rahul Srivatsa | 3 October 2019

Alvin Cheng
Blog 3 min read

China tiptoes down easing street with rate reform

While the Fed and ECB are signaling more rate cuts and quantitative easing to come, China’s central bank has been taking a more cautious approach.

Alvin Cheng + 2 others | 2 October 2019

Marcel Stötzel
Blog 3 min read

ESGenius: Will flight shame take off?

If flight shame spreads from Sweden to the rest of Europe, it could be a big ESG problem for arlines

Marcel Stötzel | 27 September 2019

Hyomi Jie
Video 5 min watch

Grocery retail is the next frontier for e-commerce in China

Chinese internet companies like Tencent, Alibaba and JD.com have been acquiring and teaming up with bricks-and-mortar stores.

Hyomi Jie + 1 other | 16 September 2019

Hyomi Jie
Video 5 min watch

From Made in China to Designed in China: The luxury brands moving up the value chain

If you haven't heard of these luxury Chinese brands, you will soon. Portfolio Manager Hyomi Jie investigates the premiumisation of fashion labels like JNBY.

Hyomi Jie + 1 other | 16 September 2019

Jing Ning
Article 6 min read

Dividend investing in China is growing up

Chinese companies are realising the benefits of paying dividends to attract a more stable investor base and in response to regulation.

Jing Ning + 3 others | 16 September 2019

Sebastian Morton-Clark
Podcast 31 min listen

The Investor's Guide to China: Stock picking

China's businesses operate in a unique environment and understanding that matrix is imperative to those hoping to identify the best companies for investment.

Sebastian Morton-Clark + 3 others | 16 September 2019

George Efstathopoulos
Blog 3 min read

Despite macro challenges, pockets of resilience in Chinese corporate earnings

Some bright spots in recent earnings reports suggest interesting opportunities

George Efstathopoulos + 1 other | 4 September 2019

Bryan Collins
Blog 3 min read

Is seven an unlucky number for China’s currency?

China’s renminbi weakened past the seven per US dollar mark for the first time in more than ten years.

Bryan Collins + 4 others | 5 August 2019

Paras Anand
Article 1 min read

Investment Outlook Q3 2019: A delicate balance

The Investment Outlook is our flagship quarterly outlook publication that outlines our views on all the major asset classes and details the 'house view'.

Paras Anand + 7 others | 25 July 2019

Richard Edgar
Podcast 30 min listen

Fundamentals podcast: Consumer staples and the risky business of defensive stocks

Fidelity's investment research podcast questions the defensiveness of the consumer staples sector after a decade of cheap debt has transformed balance sheets.

Richard Edgar + 1 other | 25 July 2019

Oscar Hutchinson
Blog 3 min read

Seeing red: How long can the iron ore rally last?

Seeing red: How long can the iron ore rally last?

Oscar Hutchinson | 24 July 2019

Oscar Hutchinson
Blog 2 min read

Gold still has space to shine on

We see more upside for gold, thanks to a potent cocktail of falling interest rates, rising long term inflation expectations and heightening recession concerns.

Oscar Hutchinson | 17 July 2019

Vincent Li
Blog 3 min read

Should investors hedge against big market moves now?

With all the uncertainty about the global economic outlook, investors ask whether it's time to add protection against volatility to their portfolios.

Vincent Li + 1 other | 28 June 2019

Bill McQuaker
Blog 2 min read

Central banks keep the show on the road, for now

Equity and bond markets don’t agree on what we should expect for the second half of the year. How should investors position in light of these mixed signals?

Bill McQuaker | 26 June 2019

Jeremy Ocansey
Blog 4 min read

US-China trade wars: What to expect from the G20

US President Donald Trump and China’s President Xi Jinping are expected to hold an informal meeting at the G20 Summit in Osaka, Japan on June 28-29.

Jeremy Ocansey | 25 June 2019

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

Kim Politzer
Article 8 min read

The future of real estate: What will the industry look like in 2039?

How will the innovations of the next 20 years change the world of real estate.

Kim Politzer + 2 others | 23 May 2019

Forest Shultz
Blog 2 min read

China’s stimulus is working, but credit markets hold longer-term risks

The credit stimulus measures that China began last summer are starting to reach a critical mass, but transmission to the real economy remains patchy.

Forest Shultz + 4 others | 18 April 2019

Neil Gough
Podcast 21 min listen

Podcast: Palm oil, Chinese steel and when the environment triumphs

Environmental pressures are beginning to move the tectonic plates of industry. Fidelity's analysts discuss what it can mean for those sectors at the epicentre

Neil Gough + 2 others | 15 April 2019

Bryan Collins
Blog 3 min read

A Goldilocks moment for China’s monetary policy, but watch for more easing and bond index inclusion

Two events are driving the outlook for China fixed income- easing monetary conditions and the expected inclusion of Chinese bonds in benchmark indexes.

Bryan Collins + 4 others | 14 March 2019

Alva Devoy
Blog 2 min read

Barriers to women investing: An Australian perspective

A state-of-the-nation report commissioned by Fidelity International (Australia) which reveals the barriers women face when it comes to investing.

Alva Devoy | 7 March 2019

Anna Stupnytska
Blog 3 min read

Macro slowdown clashes with market optimism

The disconnect between economic fundamentals and markets is unlikely to be sustainable in the short term.

Anna Stupnytska | 28 February 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

Raji Menon
Article 6 min read

Region by region: Analyst Survey 2019

Looking at the Analyst Survey by region shows some striking common themes emerge, particularly around declining confidence and ebbing bullishness.

Raji Menon + 3 others | 22 February 2019

Richard Edgar
Podcast 25 min listen

Podcast: Fidelity Analyst Survey 2019

Fidelity's heads of research go in-depth on the findings from this year's Fidelity Analyst Survey.

Richard Edgar + 3 others | 22 February 2019

George Watson
Blog 3 min read

The Analyst Survey: 16,000 company meetings into one big picture

Why the Fidelity Analyst Survey offers a unique perspective from the bottom up.

George Watson | 22 February 2019

Benjamin Moshinsky
Article 6 min read

Fidelity Analyst Survey 2019: The end of optimism

An overview of the responses to Fidelity's 2019 Analyst Survey points to a slowdown in growth for many industries, but no imminent recession.

Benjamin Moshinsky | 22 February 2019

Michael Sayers
Video 7 min watch

Analyst Survey 2019: The key findings explained

Fidelity's heads of research evaluate the data from this year's Analyst Survey and show what the findings tell us about the year ahead.

Michael Sayers + 3 others | 22 February 2019

Neil Gough
Article 4 min read

Analyst Survey 2019: China's slowdown, seen from the ground

Sentiment towards China for the year ahead is more downbeat than for other geographies but there are some pockets of brightness.

Neil Gough | 22 February 2019

Ben Moshinsky
Article 13 min read

Sector by sector: Analyst Survey 2019

Across 10 sectors, only healthcare analysts showed an improvement in sentiment from last year.

Ben Moshinsky + 1 other | 22 February 2019

Eva Tam

Bull and bear cases for China in 2029

Fidelity analysts give bull and bear cases for consumption, financial, and property sectors in China in 2029

Eva Tam + 1 other | 17 January 2019

Wen-Wen Lindroth
Article 9 min read

Power to the people: the democratisation of the utility sector

Power to the people: the democratisation of the utility sector. How battery storage will revolutionise the electric utility industry.

Wen-Wen Lindroth + 3 others | 11 January 2019

Ian Samson
Blog 2 min read

Fidelity Leading Indicator: FLIrting with disaster?

Perhaps ‘disaster’ is too strong a word to describe January’s Fidelity Leading Indicator (FLI) reading, but it is the worst result since 2012.

Ian Samson | 9 January 2019

Neil Gough
Podcast 21 min listen

Fundamentals podcast: China and the impending smartphone revolution

Fundamentals, Fidelity's investment research podcast, unboxes the next smartphone revolution and discovers why China will be leading the charge.

Neil Gough + 1 other | 8 January 2019

Richard Edgar
Podcast 22 min listen

Fundamentals podcast: Shipping and the new law that could stem the global economy

Fidelity's investment research podcast, looks at regulation designed to clamp down on shipping emissions and its potential unintended consequences.

Richard Edgar + 1 other | 8 January 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

Adnan Siddique
Bibliography 5 min read

The best writing on Asia from around the investment world

These are the pieces which have informed our team as we prepared this edition on allocation to Asia.

Adnan Siddique | 6 July 2018

Federico Wynne
Article 5 min read

A burden shared: bail-in bonds for GSIBs

What are bail-in bonds and what do they mean for investors?

Federico Wynne + 1 other | 6 July 2018

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