Fidelity - Cautious optimism for China investors
An analysis of the Chinese market and the attractive valuation of Chinese equities, as well as why the government needs to balance its short- and long-term objectives. Article by Martin Dropkin, Head of Equities, Asia Pacific.
Fidelity - Equities Monthly August 2023
Despite stable growth and disinflation, it’s premature to expect a soft landing.
Fidelity - Asia’s changing insurance regulatory landscape
Insurance solvency regimes in Asia-Pacific are being overhauled to better reflect the risk embedded in their balance sheet and …
Fidelity - Field Notes: How to weigh China’s barbell-shaped consumer recovery
China’s consumers are driving an uneven economic recovery since the pandemic ended, spending on luxury items but holding back or demanding greater value for money in other areas.
Fidelity - Government regulation will drive real change in ESG
One of the strongest messages communicated by our analysts in this year’s ESG Survey is the effectiveness of government regulation in changing companies’ behaviour.
Fidelity - Asia Quarterly Outlook: Ahead of the pack, but behind schedule
Asia continues to be the bright spot in a gloomy global economy, but China’s slower-than-expected economic recovery calls for a more selective investing approach.
Fidelity - Rise of artificial intelligence underlines role of ESG analysis
Society is calling for protection against the threats posed by AI. Incorporating AI considerations into investors’ ESG analysis of companies will help.
Fidelity - Mind the gap: Companies need to spend much more on net zero
Fidelity’s third annual survey of our analysts on ESG issues delivers a home truth: there is a big gap between the action needed to deliver net zero and what the corporate world is currently doing.
Fidelity - Quarterly Outlook: Between resilience and fragility
Quarterly Outlook: Between resilience and fragility
Fidelity - Quarterly Outlook: Between resilience and fragility
Hopes of a soft landing have all but vanished. A recession is coming, but perhaps not for some time. For now, we oscillate between resilience and fragility.