There are 17 item(s) tagged with the keyword "Asia Pacific ex Japan".
Displaying: 1 - 10 of 17
China’s equity markets have declined further over recent weeks off the back of weak data and a subdued response from policymakers. Marty Dropkin, Head of Equities - Asia Pacific, considers recent moves in the context of China’s broader economic objectives and outlines where our local team are identifying pockets of resilience and innovation, which could reward investors willing to take a long-term view.
In a more volatile, multipolar world, should investors be reconsidering portfolio allocations and revisiting the opportunities on offer across Asia? Investment Directors Catherine Yeung and Vanessa Chan outline the attractive growth potential and diversification characteristics of Asia’s financial markets in the wake of recent macro and geopolitical shifts.
Fidelity Global Head of Stewardship and Sustainable Investing Jenn-Hui Tan sat down with some of our investment colleagues based in Hong Kong, to discuss the state of play when it comes to ESG investing in Asia. They examine how the region is getting to grips with ESG, including adoption and regulation and share how Fidelity is using research and engagement to effect companies.
Fidelity Multi Asset Income range portfolio manager Eugene Philalithis provides an update on the strategy. He discusses key performance drivers over recent months and outlines the key areas of risk and opportunity for income investors in today’s uncertain macro backdrop.
The reopening trade in China has undoubtedly galvanised Asian equities, but how can investors position for the next move in markets? Catherine Yeung, Investment Director for Fidelity Asian Values PLC, reviews the current environment and highlights why recent market movements underscore the importance of disciplined stock selection to capture long-term value.
Global CIO Andrew McCaffery and our local experts deep dive into the major big picture issues currently impacting the investment landscape in China. They outline how this translates into our views across asset classes and discuss how China re-opening after COVID is likely to affect markets.
Asia has faced a challenging period over the past year, but with China’s reopening improving sentiment and tech-heavy markets such as Taiwan and South Korea rallying sharply, how can investors benefit from this improving backdrop? Fidelity Asia Fund portfolio manager Teera Chanpongsang examines the evolving market environment and outlines where he sees greatest investment potential.
Fidelity Global CIO Andrew McCaffery and our locally based experts review the economic and investment outlook for China. From the upcoming National Congress to the potential easing of Covid control measures, they debate the key issues facing investors and how markets could react over the coming months.
With recessions looming over most developed markets, Asia is marching to a different beat this winter. Against this backdrop, Global CIO Andrew McCaffery explains why Asia’s key economies serve as a useful diversifier, with more policy certainty potentially coming from the Chinese Party Congress this October.
After a long period of underperformance, value investing has been making a comeback over the past year or so. Against this backdrop, Nitin Bajaj, portfolio manager of Fidelity Asian Values PLC & the Fidelity Asian Smaller Companies Fund, outlines how his portfolios have benefited from this environment and provides an insight into the value areas which still offer unrecognised investment potential.
Displaying: 1 - 10 of 17