Illustration: On-On Lao
How should I allocate to China?
16 September 2019
Think of this edition as “An Investor’s Guide to China.” We take you to Chengdu, Sichuan province, where one of our investors spends two weeks living with a local family to see how Chinese consumer spending habits are changing - shown here in two compelling videos. China’s debt market is coming of age but is unlike any other in the world - so find out how we navigate it with unique research we are sharing with you for the first time. And hunters for yield may have a new quarry: Chinese companies are starting to pay dividends as managements realise they can attract a more stable investor base. How should you allocate to China? Here, Fidelity Answers. - Richard Edgar, Editor in Chief
No pain, no gain: Chinese defaults are rising and recovery rates are falling
Part of a white paper offering in-depth research on defaults in China - why they are happening and what investors should do about it.
In 14 charts: China's unprecedented growth
China's unprecedented economic change in manufacturing and services has seen the country leapfrog its rivals in areas such as transport and mobile payments.
From Made in China to Designed in China: The luxury brands moving up the value chain
If you haven't heard of these luxury Chinese brands, you will soon. Portfolio Manager Hyomi Jie investigates the premiumisation of fashion labels like JNBY.
The Investor's Guide to China: Stock picking
China's businesses operate in a unique environment and understanding that matrix is imperative to those hoping to identify the best companies for investment.
Grocery retail is the next frontier for e-commerce in China
Chinese internet companies like Tencent, Alibaba and have been acquiring and teaming up with bricks-and-mortar stores.
Dividend investing in China is growing up
Chinese companies are realising the benefits of paying dividends to attract a more stable investor base and in response to regulation.
China’s third-pillar pension challenge
Private or third pillar pensions are expected to grow rapidly in China in coming years to augment state (first pillar) and corporate (second pillar) pensions.
For and against China as a standalone allocation
What are the different factors in asset allocation and portfolio construction that investors should consider when looking at China on its own?
Human rights and wrongs: Engaging with Chinese suppliers on sustainability
Steady progress makes us confident that our engagement efforts are worthwhile and have already led to significant shifts at some Chinese manufacturers.
Japan’s experience offers lessons for China’s financial sector reform
Japan offers China a lesson: postponing action on bad loans for years risks both the domestic economy and the country’s credibility with global investors.