Tag "Fidelity"

China’s economic recovery – investors are missing the point

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

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

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

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?

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

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

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

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

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

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

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?

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

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

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

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

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

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

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Fidelity: Ukraine conflict strikes new blow to global supply chains

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Fidelity: Three reasons why China could roar in the year of the tiger

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

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?

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

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Fidelity: What we expect from the fourth quarter

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

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

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Fidelity: Recycling single-use plastics – crisis and opportunity

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

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

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

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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