Macroscope: Trade shock accelerates China’s strategic pivot

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Iain Cunningham, Head of Multi-Asset Growth, explores China’s structural shift towards a consumption-driven growth model due to ongoing trade shocks from US tariffs. While markets fixate on the strategic policy... Read more continue reading

Asia resilience and growth expected, amid global trade shifts

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Asia will continue to show resilience in the face of evolving global trade dynamics, given several tailwinds supporting the region’s growth prospects, according to Andrew Swan, portfolio manager at Man... Read more continue reading

Fidelity International highlights investment opportunities within Asia’s Giants

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Global markets have so far had a fairly rocky start to 2025. The US administration’s slew of policy initiatives to investigate various bilateral trade and investment relationships may pave the... Read more continue reading

What makes this China rally different

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Looking back at 2024, Chinese equities delivered strong returns, outperforming most equity markets outside of the US equity market. However, it certainly didn’t feel that way last year, as Chinese... Read more continue reading

Chinese New Year: Navigating the Year of the Snake

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Looking back at 2024, Chinese government bonds delivered strong returns relative to other fixed-income asset classes, with a total return of 6.2%, outperforming US treasuries (1.6%), and the euro benchmark... Read more continue reading

Rising animal spirits to boost equity markets

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Despite posting solid returns through 2024 the key drivers for the market to trade higher throughout 2025 remain intact, according to Jun Bei Liu, portfolio manager, and Jason Todd, CEO,... Read more continue reading

2025 outlook for Japanese equities

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The transformation of the Japanese economy and corporates is driving the potential for more attractive long-term returns in the Japanese equities. Inflation is a new thing for the Japanese as... Read more continue reading

China policy: short-term lift or long-term change?

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China’s recent policy easing measures, including rate cuts and relaxed housing restrictions, have sparked a notable shift in market sentiment and the outlook for Chinese assets, as highlighted in a... Read more continue reading

China reaction

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Investors for a long time have not understood why China’s approach has been so “limp” and incremental response to its deep recession. The most likely reason for its incremental response... Read more continue reading

CPD: Asian equities – from headwinds to tailwinds

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As developed markets – notably the US – achieve new highs, Asian equities have been out of favour with investors. However, headwinds that have muted growth across Asia (ex-Japan)[1] are... Read more continue reading