Tag "Fidelity"
China’s economic recovery – investors are missing the point
Date: 2024-10-18 11:53:22
The sentiment surrounding commodity markets took a decisive turn in September when China announced a coordinated package of monetary and fiscal stimulus measures. At the subsequent press conference of the...
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Fidelity: Three themes shaping investments in Q3
Date: 2024-07-16 12:54:08
Has the post-epidemic normalization that we have been waiting for arrived? Economic activity has been lively throughout the year so far, while consumer demand and labor markets have also found...
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2024 Q2 Investment Outlook: Timing matters
Date: 2024-04-22 12:49:05
Positive momentum is building. The outlook for 2024 has brightened, but we caution that it won’t take much to spill over.We came into 2024 believing that a cyclical recession, featuring...
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Fidelity Analyst Survey 2024 – Nobody’s Talking About Inflation Anymore
Date: 2024-02-22 12:09:25
The past two years have been marked by the fear of how severe the first sustained economic slowdown since 2008 will be. Based on Fidelity International’s annual survey, it appears...
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Fidelity: What will drive ESG development in 2024?
Date: 2024-01-16 12:16:28
Systemic care, in which investors cooperate with a wide range of stakeholders to implement sustainability tasks, will be one of the main drivers of the ESG agenda in 2024. Fidelity’s...
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Fidelity: Eyes of Asia on Japan and India
Date: 2024-01-05 11:01:47
China’s future development is the biggest uncertainty factor in the region, but it is far from the only economy that will move Asian markets in the coming year. Japanese stocks...
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Fidelity’s big outlook for 2024: China is the big question mark in the Asian region
Date: 2023-12-19 11:46:39
The performance of the U.S. dollar and the wavering of investor optimism about China’s recovery have broken the strong growth story of many Asian economies over the past year. According...
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2024 Outlook: Next year is about a cyclical recession, according to Fidelity’s base case scenario
Date: 2023-12-12 12:35:49
Most of the surprises for central bank officials and the financial markets in 2023 stemmed from the fact that we do not yet understand the deeper economic effects on households...
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Resilience, refinancing and recession risk – this is expected in the fourth quarter
Date: 2023-10-13 12:22:59
Markets have so far proved resilient to the prospect of a recession, but whether this will continue to be the case is far from certain. The last quarter of the...
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Fidelity: What emerging markets can bring
Date: 2023-08-07 13:55:45
In periods characterized by market volatility, it is easy to forget about the attractiveness of emerging markets. However, now, when valuations are at a low point not seen for several...
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Fidelity: Net zero in 2030 seems unrealistic for most companies
Date: 2023-07-20 13:15:56
A survey of Fidelity ESG analysts questions whether companies’ net-zero plans are sufficient. The answer is: not yet, and a greater concerted effort is needed. Additional funding, technological innovation and...
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Fidelity: Who will be the AI winners?
Date: 2023-07-05 13:54:55
It’s all about generative artificial intelligence these days. It has the potential to truly transform the world around us, but like several other recent technological innovations – electric vehicles, renewable...
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Fidelity: Rapid reopening is underway in China, geopolitical fears persist
Date: 2023-03-13 11:08:16
Since the amendment of the Covid regulations last year, we have witnessed a sudden and rapid reopening in China. High-frequency indicators, such as the frequency of traffic jams, ticket office...
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Fidelity Analyst Survey 2023: Inflation may be easing
Date: 2023-02-23 11:27:28
Consumer inflation is already past its peak, but the debate about the long-term effects of the price increase experienced last year – unprecedented in thirty years – will continue for...
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Fidelity: There may be a light at the end of the tunnel for companies
Date: 2023-02-08 10:50:14
Companies faced one of the toughest years in the past period in 2022, as the global economy was hit by several shocks coming at the same time. Now, at the...
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Fidelity: The future is in the hands of the Fed
Date: 2022-12-19 11:06:22
As we approach the year 2023, the world economy faces a combination of challenges, from persistently high inflation and aggressive global policy tightening (led by the Federal Reserve), to the...
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Fidelity: Hungary will be less sensitive to pressure towards further devaluation of the forint
Date: 2022-08-11 12:09:26
Inflation, central bank interest rates, energy prices – the countries of Central and Eastern Europe are reacting to the changes at a high pace, and the experts of Fidelity International...
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(HU) Fidelity: Az oroszországi kivonulás költségei
Date: 2022-06-09 10:41:09
Sorry, this entry is only available in HU....
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Fidelity: Ukraine conflict strikes new blow to global supply chains
Date: 2022-04-13 11:56:52
Sorry, this entry is only available in HU....
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Fidelity: Three reasons why China could roar in the year of the tiger
Date: 2022-02-02 10:08:37
Tuesday 1 February marks the Chinese New Year, where millions of people around the globe will celebrate the year of the tiger. With inflation fears, talk of tapering and an...
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Fidelity: Three things to watch out for in the Chinese market
Date: 2022-01-27 11:38:38
In China, slowing growth and an increasingly tight regulatory environment are worsening investor sentiment. By the dawn of 2022, some of the most important risks that could affect Asian investment...
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Fidelity: will inflation or growth come in 2022?
Date: 2021-11-30 09:04:40
In 2021, the much-anticipated recovery came, the shops could open, commuters could sit back in their offices, and even the boldest ones went on holiday. But in the midst of...
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(HU) A műholdas megfigyelés lehet a megoldás a pálmaolaj problémára
Date: 2021-11-24 10:58:54
Sorry, this entry is only available in HU....
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Fidelity: What we expect from the fourth quarter
Date: 2021-10-27 09:55:14
Global growth has slowed slightly. The most important hindrances were China, inflation and the US debt ceiling. • Monetary policy is increasingly sensitive to inflation dynamics. As inflation in the...
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Fidelity: Women’s place in the economy is becoming more stable, but the epidemic has hit them harder
Date: 2021-09-09 10:31:34
In 2030, 100 million more women are projected to be active earners than they are now. Globally, women currently earn 23% less than men and are still more likely to...
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(HU) Fidelity: ESG, tehenek, metángáz és a klímaválság
Date: 2021-08-23 10:59:33
Sorry, this entry is only available in HU....
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Fidelity: Recycling single-use plastics – crisis and opportunity
Date: 2021-08-02 10:31:07
Almost 85% of single-use plastic devices are made of one of five polymer types. Of the five polymers, also known as the “Big Five,” it is projected that they will...
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Fidelity: this is what markets will be heading for in the second half of 2021
Date: 2021-07-15 11:39:08
It seems that now, in the middle of the year in which the epidemic is recovering, investors have ample reason to see the world in a positive light. Amid signs...
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Fidelity: e-commerce is catching up in Latin-America
Date: 2021-04-26 09:18:20
E-commerce growth has accelerated worldwide, and Latin America has not been immune to this trend either. Nevertheless, the region continues to have a low penetration level and there is great...
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Fidelity: China resurgence leads the way
Date: 2021-04-21 09:57:12
During the 2008 global financial crisis, China unleashed a huge stimulus package and was very much deemed to be leading the global economy out of the situation. But that led...
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