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2022 Outlook: China

We are more optimistic about the investment outlook for China in 2022, especially relative to other emerging and developed markets. The country’s economic growth is being driven by both the policy and liquidity cycles, and we believe that monetary tightening has peaked. As such, we expect to see improvements in liquidity conditions.

07 December 2021 | Jing Ning
2022 Outlook: Asia

2022 Outlook: Asia

Amid market uncertainty, we remain cautious moving into 2022. While new investment ideas are harder to find, we will still look for opportunities in situations where sentiment is negative to the point that fundamentals are ignored.

07 December 2021 | Anthony Srom
The Investor's Guide to China: Demographics

The Investor's Guide to China: Demographics

China’s labour pool is shrinking as the population ages and more people retire than enter the workforce. How people save and invest as they think about wealth preservation signals big challenges and opportunities for China’s pension system development. So, how will government policy seek to ensure that the corporate sector remains dynamic and innovative, and can keep attracting the talent it needs? 

25 November 2021 | Aneta Wynimko, Catherine Yeung
Catch-2022: Asia's shifting growth model

Catch-2022: Asia's shifting growth model

Heading into 2022, the Asia-Pacific region will remain the main economic growth engine for the global economy. But as the past two years of pandemic-induced dislocations have demonstrated, there will be surprises, twists and turns along the way. Read our 2022 Asia outlook.

12 November 2021 | Fidelity International
Is it worth sticking with China?

Is it worth sticking with China?

To say China’s stock market has disappointed this year is something of an understatement. High commodity prices, chip shortages, a slump in the property market, widespread floods and a partial port shutdown have combined to depress activity. However, we are seeing signs that these are no more than sideshows to the main event – the growth currently being achieved by the economy, and the growth yet to come. 

09 November 2021 | Fidelity International
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