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Bob Chen
Article 5 min read

US-China trade war: The chips are down for tech supply chains

The latest front in the US-China trade war centers on tighter sanctions on the Chinese tech giant Huawei.

Sumant Wahi + 2 others | 22 June 2020

Sebastian Morton-Clark
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

Mark J Hamilton
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

Lucy Van Amerongen
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

Sumant Wahi
Podcast 31 min listen

Fundamentals podcast: The battle for 5G (and what else we learned in Silicon Valley)

Fresh from Silicon Valley, Fidelity International reveals what 5G technology promises and why it's become a battleground of national importance

Sebastian Morton-Clark + 3 others | 16 December 2019

Sumant Wahi
Blog 3 min read

ESGenius: Regulation bites the tech giants, but does it have teeth?

It remains uncertain whether this amounts to a real change in the way companies use data, or if these changes are only being implemented to appease regulators.

Sumant Wahi | 28 November 2019

Jonathan Tseng
Blog 3 min read

Trade wars supercharge China’s drive to tech self-sufficiency

The trade war with the US is driving China to double down on strengthening its tech infrastructure and building self-sufficient supply chains.

Sumant Wahi + 1 other | 26 November 2019

Raji Menon
Blog 2 min read

Bumpy road ahead for US tech stocks

Volatility is set to continue into 2019, but this is not the beginning of the end for the FAANGs.

Sumant Wahi + 2 others | 28 November 2018

Hyun Ho Sohn
Blog 1 min read

Tech stocks sell off, but fundamentals remain intact

Tech stocks fared badly in the recent sell off, but fundamentals remain intact.

Hyun Ho Sohn | 11 October 2018

Gary Monaghan
Blog 2 min read

Tencent as bellwether

Tencent’s apparent setbacks look to be short term and not structural. A closer look reveals a wide moat in online gaming and social messaging.

Gary Monaghan | 16 August 2018

Raji Menon
Article 9 min read

Avoiding 'cybergeddon': ESG risk in an interconnected world

In an increasingly digital society, cybersecurity and data protection are rapidly emerging as some of the biggest ESG risks for companies to manage.

Sumant Wahi + 6 others | 5 April 2018

Adnan Siddique
Article 12 min read

Sector by sector: Fidelity Analyst Survey 2018

From healthcare and industrials to IT, energy and telecoms: find the sector that interests you.

Grethe Schepers + 1 other | 20 February 2018

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