To The Moon

Inflation has dominated front pages in recent months, with headline consumer price increases in the US reaching 40-year highs. While we don’t expect global inflation rates to remain at these record-breaking levels, we see several medium to long-term factors that should continue to place upward pressure on inflation.27/04/2022By Timothy FosterLibby McNieIn the three decades since the end of the Cold War, a dramatic expansion of international trade has benefitted the global economy and broadly helped to keep price increases in check. That trend has recently started to reverse.This week’s Chart Room shows how trade tensions among the US, China, and other major trading nations have led to a relative decline in levels of global imports and exports ever since the 2008 financial crisis. The

The shadow of delisting risk continues to hang over the American depositary receipts of Chinese firms in a long-running auditing dispute. But exodus from the US isn’t a done deal, and relisting closer to home in Hong Kong or mainland China could present some silver linings for investors taking a long-term approach.26/04/2022By Dale Nicholls, Portfolio ManagerHyomi Jie, Portfolio Manager, Fidelity China Consumer FundYi Hu, Investment WriterThere’s no place like home. The American depository receipts (ADRs) of Chinese firms have suffered massive selloffs this year, as a long-running auditing dispute between the US and China threatens dozens of them with potential delisting, and adds to a confluence of regulatory headwinds, macro concerns, and geopolitical risks spurring volatility in Ch

While the Fed will likely hike less than market expectations, we expect the hawkish stance to remain for now.05/05/2022By Fidelity International Global Macro & Asset Allocation TeamWhat Happened?At the May Federal Open Market Committee (FOMC) meeting, the Fed delivered the widely expected 50 basis point hike (the first of that magnitude since 2000) and announced the details of the quantitative tightening (QT) program. Chair Powell's commentary centred on the inflation risks but also showed a renewed focus on the state of the labour market and the ongoing strength and its linkages with the wage inflation spiral. Crucially, Chair Powell ruled out a 75bp hike for now, thus containing the hawkishness which has been building in recent months.OutlookWe continue to think that, ex-post, t

Title: Sustainable Asia Equity | Global Market Outlook 2022 | Fidelity SingaporeAuthor: Dhananjay PhadnisSummary: In 2022, we continue to focus on identifying sustainable, high quality, growth companies that can deliver compounding returns to create value over time. Hear from Dhananjay Phadnis, Portfolio Manager at Fidelity International on what are the interesting factors in 2022 with the ongoing recovery from COVID especially in ASEAN and India, potential normalisation of supply chains and further progress on some of the recent climate commitments.Sustainable Asia Equity | Global Market Outlook 2022 (YouTube video)Link here: https://youtu.be/Qs63Sbm1PygTo find out more, visit Fidelity.com.sg -