Focusing on key enablers of new mobile tech
IW's Big Video Call: Fidelity China Special Sits manager Nicholls finds mood on the ground is 'cautious but upbeat'
How China is recovering from Covid-19
Asia was first into the coronavirus crisis, with China officially reporting cases in mid-January, but it is showing encouraging signs that it may be the first to emerge from it.
Calm heads and hope needed to weather storms
Laying the groundwork for future bull markets
Moved beyond a 'single demand shock'
Preparing for volatility before market calms down
Global head of strategy and UK & international CEO
For many years now, Chinese internet companies have been producing notable earnings expansion on the back of consumption-led growth in China.
As we think about 2020, the biggest concern in emerging markets (EM) revolves around the contagion risks linked to US-China trade negotiations and possible knock-on effects of a divisive US election year.
Plans to expand team’s research resources
A return to safe-haven stocks
Fund brand would compete with UCITS and AIFs
Equities sold off aggressively during 2003 SARS outbreak
Most successful managers take a trip down memory lane
But growth and sentiment set to improve
But opportunity to be found outside of the traditional
Significant discounts emerging
The world’s economies are at different stages in the business cycle.
According to latest Global Dividend Index report
Early year pessimism 'not come to fruition'
Country's growth story remains intact
Manager cites liquidity risk for changes
New posts in London, Singapore and Hong Kong