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Paras Anand
Blog 2 min read

Chart Room: An inflection point for Chinese equities?

There may be pressure on valuations as international investors adopt a wait-and-see approach, but the long-term outlook continues to be positive.

Paras Anand | 9 September 2021

Eric Wong
Article 4 min read

Asia eyes a tantrum-free taper this time

A faster-than-expected tapering by the Federal Reserve remains a risk for Asian bond markets, but investors have been reassured by the latest policy signals.

Eric Wong + 3 others | 7 September 2021

Paras Anand
Article 5 min read

A podium moment for Japan’s markets, too?

Japan stocks have long been consigned to tactical trading by global investors, but positive catalysts are emerging in a post-Covid inflationary world.

Paras Anand | 29 August 2021

Salman Ahmed
Article 2 min read

Planetary risk: Mapping climate pathways to macro and strategic asset allocation

A paper introducing the main points of consideration for integrating climate change outcomes into capital market assumptions.

Salman Ahmed + 1 other | 13 July 2021

Alex Zhang
Blog 4 min read

Macau rebound a test case for China’s outbound travel

The ‘Las Vegas of the East’ is betting its long-standing travel bubble with mainland China can endure.

Alex Zhang + 2 others | 5 July 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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Anna Stupnytska
Article 4 min read

Coronavirus: will there be a global recession?

Market expectations of intervention remain high.

Anna Stupnytska + 1 other | 2 March 2020

Fidelity International
Blog 3 min read

Market volatility spikes on coronavirus impact

How should investors respond to the uncertainty caused by the coronavirus outbreak, and the volatility it may create?

Fidelity International | 12 February 2020

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

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

Ian Samson
Blog 2 min read

EM outlook: Easier conditions, tougher growth

After a challenging end to last year, the start of 2019 has brought some tentative stability to emerging markets. But it is too early to issue the all-clear.

Ian Samson | 8 April 2019

David Buckle
Article 7 min read

Forecasting markets in 2029: 10 years is a long time in finance

Long term forecasting and how Fidelity constructs its 10-year capital market assumptions .

David Buckle | 16 January 2019

Anna Stupnytska
Article 10 min read

Choose your own adventure: China’s economic destiny

What does it mean for the rest of the world if in a decade's time China becomes the preeminent economic superpower, or gets stuck in the middle-income trap?

Anna Stupnytska + 4 others | 11 January 2019

George Efstathopoulos
Blog 4 min read

2019 China Outlook- Time to enter the tiger’s den?

We explore the opportunities in China equities and fixed income in 2019.

George Efstathopoulos + 3 others | 10 January 2019

Ian Samson
Article 2 min read

China and emerging market GEARs deteriorate in December

Emerging market economic indicators deteriorate in December

Ian Samson | 19 December 2018

Martin Dropkin
Article 5 min read

Fixed Income Outlook 2019: The rise of volatility

Fidelity International's outlook for fixed income markets in 2019

Martin Dropkin | 26 November 2018

James Bateman
Article 3 min read

Multi Asset Outlook 2019: Complacency on inflation stalks markets

Fidelity International's multi asset outlook for 2019 examines the risk of a shock to markets from higher-than-expected inflation.

James Bateman | 26 November 2018

Gary Monaghan
Article 3 min read

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.

Gary Monaghan + 1 other | 6 July 2018

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