Investment implications of changing consumer behaviour in Asia

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Consumer behaviour across developed markets in Asia, like mainland China, Hong Kong, Singapore and Taiwan, is undergoing a notable transformation, shaped in part by persistent economic uncertainty and a challenging... Read more continue reading

China and emerging markets:  A turning point for investors  

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China Equities Portfolio Manager Wenchang Ma argues that structural reform, stronger fundamentals, and sectoral innovation are transforming China and emerging markets into higher-quality, more resilient sources of long-term growth for... Read more continue reading

Fidelity International highlights how tariffs are reshaping Asia’s economies

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As global trade dynamics continue to evolve, the impact of US tariffs on Asia’s economies has become increasingly significant. With shifting supply chains, emerging trade alliances, and growing pressure on... Read more continue reading

Fidelity International survey: Australians the most confident investors in the APAC region amidst volatility

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Key points Survey of over 6,500 investors shows rising caution amidst volatility, with 53 per cent of Australian investors having increased their investments and cash savings The majority of investors... Read more continue reading

China’s equity rally – policy shifts, economic resilience, and growth prospects

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Peiqian Liu, Asia economist, Fidelity International, comments: “Recent debates have centred on the sustainability of China’s recent equity rally, with some drawing parallels with the events of 2015. In our... Read more continue reading

Impact on markets as Japan Prime Minister Shigeru Ishiba steps down

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Prime Minister Shigeru Ishiba announced his resignation after just eleven months in office, taking responsibility for the ruling coalition’s defeats in both the lower and upper house elections. His position... Read more continue reading

American Century looks to Japanese equities as market shifts

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Japanese equities have become an attractive investment option as global market leadership undergoes a significant reshuffle, says Bernard Chua, senior client portfolio manager at American Century Investments. “With the previously... Read more continue reading

India and Europe have long term allure as global rivalries intensify

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Emerging market equities are positioned to outperform developed ones over the next decade according to Amundi, Europe’s largest asset manager. The US-China tech rivalry will particularly benefit India due to... Read more continue reading

Fidelity International highlights Asia’s rise in global technology

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The launch of Chinese AI startup Deepseek has prompted new enthusiasm in who will be the “winners” within the global technology ecosystem. Amidst this evolving landscape, the current volatility has... Read more continue reading

China’s technological rise slowed by complex hurdles

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With its rapid advancements in critical technologies, today, China is a formidable competitor to the developed West for global technology leadership. Innovation can take many forms, including process innovation in... Read more continue reading