China

Handling the downside risk from Trump's tariffs

Scott Shuttleworth

Over the past few weeks, you may have noticed President Trump’s rhetoric has centred around trade and resulted in the escalation of tensions between the US and other economic powers of the world. Many investors are wondering what downside risk they might be exposed to and whether a recession is... Show More

Join the conversation

Eye on the tiger

Catherine Yeung

Once upon a time it was said that all roads lead to Rome but today it’s probably more suitable to say they lead to China, both figuratively and literally. The last decade in China has witnessed a meaningful transformation from fixed asset investment towards consumption. Prior to 2008, the economy... Show More

Investing in the real China story

Livewire Exclusive

Catherine Yeung, Investment Director at Fidelity International, comments that clients often ask her what’s happening on the ground in China and whether the journey is actually intact? She answers this question in this presentation, concluding to say that: “It’s very hard to imagine not having a suitable allocation to the... Show More

Join the conversation

Iron Ore: Is the price about to roll?

Chris Watling

Chinese steel consumption is the most significant variable in determining the iron ore price. China consumes over half of the world’s iron ore each year. As such, and while supply themes play a role, cycles of Chinese credit growth and housing activity are the key factors in determining iron ore... Show More