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Analyst Survey: Winners and losers from new trade order
Tariffs - and their knock-on effects - create fresh cost pressures for companies around the world. But the effects will not be distributed evenly.
Asia Mid-Year Outlook: The diversification trade
The ongoing divergence between economies presents a new reality for Asia. At the same time, it offers exciting diversification opportunities.
Tariffs pause. Now what?
A pause in tariffs has stabilised markets for the moment, but the ground has clearly shifted. Our focus from here is earnings expectations.
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.
Hong Kong and the relevance of economic resilience
Markets recently reflected uncertainty over Hong Kong’s status as a centre for international finance, but investors would do well to take a longer-term view.
Timing of Trump impeachment could further weaken global economy
Trump's impeachment comes as the latest ISM data shows US manufacturing firmly in contraction territory.
FLI: Another solid month indicates that global recession fears are overblown
Our Fidelity Leading Indicator boosts hopes that the worst is firmly behind us, and that the next move in global growth will be to the upside.
Volatility could create opportunities to buy high-quality cyclicals
Investors should consider rotating away from overbought defensive assets into largely-ignored cyclical growth stocks.
FLI: An 'uneasy' economic stabilisation ahead
The FLI suggests that even with the impending tariff escalation, we are far from a global recession
Gold glitters amid equity market sell-off, and still has room to run
We expect gold's status as a traditional safe haven will continue to support the price or even drive it higher.
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.
Trump ratchets up US-China trade war with new tariffs
Donald Trump announced on Twitter this week that he plans to add new import tariffs on $300 billion of Chinese-made products
Fidelity Leading Indicator: Clinging to optimism
Our FLI cycle tracker indicates the global economy is past the worst
With US-China trade talks back on track, investors’ focus turns to China economy
With US-China trade talks back on track, investors’ focus turns to China economy
US-China G20 trade talks: “Back on track” to destination unknown
US-China G20 trade talks: “Back on track” to destination unknown
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.
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.
What does the US-China trade-talk extension mean for investors?
While headlines suggest that the US and China are inching closer to a deal, it’s clear that there are still a range of questions that need to be addressed.
US-China trade truce makes a real deal more likely
The temporary truce in the US-China trade talks makes a real deal more likely, which would ultimately benefit both countries.
All eyes on Buenos Aires for make-or-break G20 summit
The odds of a truce or no deal at the G20 are balanced.
The opportunities in China's mixed-bag economy
Despite dismal headlines, China's real economy is more of a mixed bag. Corporates are focusing on shareholder returns and valuations have retreated from peaks.
Trade wars revisited: US politics and impact on China
The US-China trade war relates to the US electoral cycle and to Trump’s image as ‘deal maker’, and also has a longer-term impact on China.
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