Insights & news

Catherine Yeung

US-China tit-for-tat over TikTok could set a precedent

The US government is set to ban video-sharing app TikTok, unless it is sold to an American firm is the latest shot in a tit-for-tat battle between the US and China. But will this battle set precedents for other tech companies caught between US-China tensions and even those operating in other countries?

24 August 2020 | Catherine Yeung
Is China headed for a value rotation?

Is China headed for a value rotation?

Portfolio Manager for the Fidelity China Fund, Jing Ning takes a look at where the world is now, post the COVID 19 outbreak, and the curve itself. She discusses three key drivers for market development she expects to play out over the next six months and whether China is headed for a rotation to value.

11 June 2020 | Jing Ning, Catherine Yeung
Better opportunities outside the big names

Better opportunities outside the big names

Most investors can name Alibaba and Tencent as two of the China's biggest technology stocks. However with the rise of so many other companies you can really  generate more alpha over a given period by diversifying away from just these two names.

21 January 2020 | Catherine Yeung
China bank shares tumble

China bank shares tumble

Shares declined on a news report that linked three Chinese banks to a US judge’s finding of contempt of court in a 2017 case related to North Korean sanctions violations. But while many details remain unclear, any impact on the fundamentals of the sector should be contained. 

26 June 2019 | Catherine Yeung
Eye on the tiger

Eye on the tiger

Structural and policy reforms have widened the opportunity set in China. Combine this with the inclusion of A-share in the MSCI Index and we believe China should not be overlooked by Australian investors.

10 July 2018 | Catherine Yeung
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