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Chart Room: China’s sportswear sector on the right track
In China’s slowing economy, sportswear remains one of a small number of industries underpinned by solid domestic demand.
Chart Room: Time to be ‘semi-cautious’
The rising cycle of global semiconductor stocks has entered its second half, where an easy “buy everything” strategy is no longer appropriate.
What investors should know about Asean’s ecommerce war
The ecommerce giants of Asean are largely mired in stiff competition and weak earnings. But we think their woes are just the growing pains of a young market.
India’s hopes for solar dominance dimmed but not extinguished
Two years after setting 2030 solar targets, India is falling behind schedule, but a robust economy and thirst for energy will continue to fuel its solar boom.
Field Notes: Seeing the fabric of life in Bangladesh
We recently travelled to Bangladesh to see what the living and factory working conditions are like for the world’s No. 2 exporter of ready-made garments.
China + 1 = ASEAN: A winning formula
A pandemic, a war and geopolitical tensions have caused global firms to rethink their supply chains, and many are eyeing the ASEAN region.
How China aims to unlock more value from state firms
In a new reform push, China’s policymakers are nudging state-owned companies to boost shareholder returns and capital efficiency.
Proxy plays on China’s consumer rebound are all the rage in Paris
Luxury companies have been among the biggest beneficiaries of China’s bounce and are delivering investors exposure without putting money in Chinese companies.
How far can ‘revenge spending’ consumers carry China’s economic rebound?
Chinese consumers’ holiday shopping provided evidence of pent-up demand. With more policy support, consumers will set their sights on bigger ticket items.
Fundamentals: Building Paris every week
Retrofitting is the answer to slashing real estate's huge carbon bill, says analyst Cian O'Sullivan in our latest Fundamentals episode.
Metaverse: Does it meta?
The buzz around the “metaverse” has gone into overdrive. But is it all it’s cracked up to be? And does it ‘meta’ for investors?
Chart Room: Net zero puts oil on a rollercoaster ride
The race to decarbonise is constraining investment in long-cycle energy projects.
Carbon pricing is coming but watch out for greenflation
Carbon pricing is an inescapable tool in the race to net zero, according to Fidelity International’s latest Analyst Survey.
Chart Room: The kitchen gets hotter for China’s gadget makers
Demographics are weighing on China’s kitchen appliance segment, but competition is heating up at the higher end of the market.
Chart Room: The crisis and opportunity in recycling single-use plastics
Production of single-use plastics is forecast to continue rising for the next decade-plus, and investment opportunities will depend greatly on recycling.
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.
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.
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.
Engaging with investee companies across multiple themes
How Fidelity is engaging with investee companies across multiple themes and geographies.
How to avoid the bond 'greenium'
The recent rush for green bonds has often made them more expensive than ordinary bonds, despite offering the same returns.
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.
What it means to pursue an active sustainable investing strategy
ESG is changing the way companies and asset managers engage with each other, resulting in a positive outcome both for investors and society as a whole.
Defining ESG: Evolution not revolution
ESG investing seems all the rage, but what does this focus on environmental, social and governance criteria actually mean for investors?
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