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In the latest episode of The Investor’s Guide to Asia, fund manager Dale Nicholls shares opportunities that Fidelity analysts helped identify in robotics, China small caps, and rare earths, and how they translated into portfolios.

China’s equity markets have stabilised after a rebound, though volatility remains high amid ongoing geopolitical uncertainty. Fidelity China Special Situations portfolio manager Dale Nicholls highlights that while challenges remain - from property to geopolitics - the broader economic backdrop is more stable than many assume. With innovation accelerating and valuations still low, China continues to offer a growing opportunity for selective investors.

Conflict in the Middle East and the associated rise in energy prices has shaken confidence and seen market volatility increase, but the long-term drivers of emerging market equities remain in place. Here, we explain why growth in emerging regions is expected to outpace developed markets, and some of the other factors that are expected to support emerging market equities over the long term.

In this monthly video series, our Multi Asset team break down what’s changed in markets, what’s new, and what they’re watching next. This month, portfolio manager Caroline Shaw reflects on recent market volatility driven by heightened geopolitical tensions and explains why portfolio positioning has remained broadly stable. Despite sharp market moves and unusual behaviour from traditional defensive assets, the focus has been on staying disciplined, avoiding knee‑jerk reactions, and waiting for greater clarity on growth and inflation.

Our Multi Asset team's views on which asset classes and markets are presenting the greatest opportunities and risks.

Ongoing conflict in the Middle East, lingering tariff-related uncertainties and the prospect of slower growth in China leave Asian equities trading at a discount relative to developed market peers. But the prospects remain bright for a wide range of regional companies, particularly those recognising that good governance and effective management of ESG-related issues can improve operating performance.

The impact of the Middle East conflict is spreading through the global economy. The latest Fidelity Answers podcast hears what Fidelity’s analysts are saying about the effects on companies and supply chains.

Since its launch in 2009, Bitcoin has become the de facto leader of the cryptocurrency world and a reference point for emerging blockchains and digital assets. For investors looking to find out more about Bitcoin, this Fidelity Digital Assets “Coin Report” provides a useful overview of its potential strengths and weaknesses.