There are 70 item(s) tagged with the keyword "emerging markets".
Displaying: 11 - 20 of 70
As shocking events continue to unfold in Ukraine, and sanctions on Russia tighten, the impact on markets and the policy outlook is growing. Fidelity’s Global Head of Solutions & Multi Asset considers the direction of travel for commodities, inflation and policy moves.
In this episode recorded on 22 February 2022 we look at the rapidly changing developments between Russia and Ukraine and explore the potential longer term geopolitical consequences.
As the Ukraine crisis unfolds, Fidelity’s Global CIO Andrew McCaffery reviews recent developments and outlines potential implications for economies, markets and asset allocation decisions.
We believe that as coronavirus anxieties recede in emerging markets (EMs), upcoming electoral contests will play a larger role shaping investment strategy.
Evergrande’s problems have placed the Chinese property sector front and centre of investors’ minds. The sector is undergoing a sizeable credit crunch, several developers have missed coupon payments, and home sales are down 38% year-on-year. How bad can this get? To answer the question, we look at the fundamentals of China’s property sector.
As China celebrates a new lunar year, Fidelity China Consumer Fund Manager Hyomi Jie looks ahead and assesses whether the Year of the Ox (or Bull) will live up to its name. She discusses whether China will be able to sustain its remarkable post-Covid-19 recovery and outlines why investors need to be on guard against divergent sector performance.
Markets ended 2020 in a buoyant mood, with emerging market spreads tightening in the final quarter as the US election result and positive vaccine news provided a boost to investor sentiment. While nobody has been blind to the global recession, focus has shifted to expectations of an economic recovery.
The whole world is feeling the effects of Covid-19 and will do so for some time to come. But just as the coronavirus cripples some immune systems, and leaves others unscathed, the financial impact of containment measures will leave some better off and others destitute.
Paras Anand, Chief Investment Officer, Asia Pacific, discusses how an increasing number of Chinese firms are shifting their focus away from a US listing in favour of domestic stock markets. He examines what’s driving this sea change and the implications for both Chinese companies and international investors.
As emerging markets cope with the COVID-19 epidemic, Franklin Templeton’s Emerging Markets Equity team considers three new realities they see in the emerging markets today.
Displaying: 11 - 20 of 70