Inflation is set to head higher in the US after Donald Trump’s victory, putting inflation-linked assets in the spotlight.
Tag: Fidelity International
Fidelity sees necessity of state-controlled defaults
Onshore bond defaults controlled by Chinese authorities are welcome in principle, but in practice it is still unclear how the default process will work, according to Fidelity International.
Aberdeen set to attract onshore China capital
Aberdeen AM is set to become the first wholly foreign owned enterprise (WFOE) to receive investments from onshore institutional and high net worth investors.
China’s innovative companies have high ROE
Fidelity International’s portfolio manager Raymond Ma sorts through China’s low growth economy for innovative strategies.
Fidelity: China de-leveraging is healthy
The sharp rise in Chinese onshore bond defaults should not be exaggerated as the deleveraging of weak corporates is inevitable, said Bryan Collins, portfolio manager at Fidelity International.
Fidelity remains bullish on Japan
Despite negative interest rates and doubts about Abenomics, Fidelity analysts single out Japan as the only market with improving prospects.
Fidelity: Consumer sector in developed markets offer opportunity
The consumer sector in developed markets is liable to be “the incremental driver of growth” in 2016, Fidelity International said.
