Insights and themes impacting Asia Pacific companies

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1.0 Introduction Fidelity International’s analysts, who are at the heart of Fidelity’s investment process, actively meet with and review over 90% of the world’s largest listed companies on behalf of

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08 Feb 2011

Two thirds of Asian companies have strong balance sheets, finds Fidelity survey

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Solid performance with double digit sales and profit growth expected for Asian companies Inflation, US economy and regulation are key challenges Companies cashed up and potentially looking to spend Asian

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08 Feb 2011

Investor Signposts: Week Beginning February 6 2011

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The big picture China is now the second largest economy in the world. Australia ranks as 13th biggest. But Australia is regarded as an advanced economy whereas China is defined

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06 Feb 2011

Weekly market & economic update – 4 February 2010

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Headline developments Nature continued to wreak havoc in Australia, with Cyclone Yasi smashing into North Queensland as a category 5 storm (the highest they get) leaving a trail of devastation.

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04 Feb 2011

The threat of inflation in Asian & emerging markets

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Key points Rising inflation is becoming a major concern in Asia and other emerging countries. So far it’s largely due to higher food prices. Non-food inflation remains reasonably benign. However,

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03 Feb 2011

Global REITs to deliver 8-12% returns in 2011 underpinned by economic improvement and dividends, says INGIM

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Global Real Estate Investment Trusts (REITs) are expected to continue to deliver positive returns for the third year running, as an improving global economy and growing dividends help them continue

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03 Feb 2011

Weekly market & economic update 28 January 2011

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Headline developments The Australian Government announced that it needs around $5.6bn to help rebuild flood affected areas and that it will source $1.8bn of this from a temporary levy on

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28 Jan 2011

Why are Australian shares lagging? Will it continue?

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Key points Australian shares have disappointingly underperformed traditional global shares over the last year on the back of monetary tightening, worries about a housing bubble, the strong $A and Chinese

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27 Jan 2011

China: Robust growth and inflation moderates

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Chinese economic data Chinese economic activity picked up pace in the last three months of the year. The Chinese economy grew at a 9.8 per cent annual rate in the

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20 Jan 2011

Hedge now, gain later

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Businesses urged to consider hedging strategies ahead of expected dip in value of Aussie Businesses that rely on importing goods or services are being urged to consider hedging strategies in

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17 Jan 2011