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Everything from Fidelity International

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

From Fidelity International

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

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11 Sep 2025

Impact on markets as Japan Prime Minister Shigeru Ishiba steps down

From Fidelity International

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

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09 Sep 2025

Despite market volatility and noise, US Treasuries are still considered a safe-haven

From Fidelity International

Recent market volatility and news flow driven by geopolitical and trade issues have led some to question the US Treasuries’ status as a safe-haven. While there are valid concerns around

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07 Aug 2025

International commentary: What’s driving markets this week

From Fidelity International

“After months of policy turbulence and market swings, investors are pausing for breath. The August lull has come early, but shares are holding onto their rally since the April low.

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24 Jul 2025

Beyond the US, the rebalancing of global capital

From Fidelity International

The US has threatened to impose significant tariffs on several trading partners beginning on August 1st. The impacted countries are predominantly in Asia, notably Korea and Japan, but South Africa

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18 Jul 2025

Fidelity International warns of deepening global fragmentation in mid-year investment outlook

From Fidelity International

Fidelity International (‘Fidelity’) has released its mid-year investment outlook highlighting the dramatic shift in global markets and the growing need for regional portfolio diversification. Titled ‘A Global Rewiring’[1], the report

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30 Jun 2025

Fidelity International launches first Global Equity Separately Managed Account

From Fidelity International

Fidelity International has launched its first Global Equity separately managed account (SMA) in the Australian market, supported by Australian wealth management firm and key private wealth partner, Emanuel Whybourne &

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11 Jun 2025

Stagflation is a key risk if US tariffs stay higher

From Fidelity International

Inflation may become stickier and global economic growth could slow down if the US trade tariffs are imposed, but it is too early to tell whether the world will enter

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04 Jun 2025

Fidelity International highlights Asia’s rise in global technology

From Fidelity International

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

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30 May 2025

Shift in global dynamics an opportunity for mid-caps

From Fidelity International

In recent decades, markets have predominantly been influenced by globalisation and the outperformance of large-cap stocks, particularly in the United States. However, recent trends suggest a potential shift as global

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27 May 2025

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