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There are 22 item(s) tagged with the keyword "Asia Pacific ex Japan".

Displaying: 1 - 10 of 22

Investing in Asia's next phase of development

Recent months have served a timely reminder that market dynamics can shift rapidly. As investors mull the shape of portfolios amid potential concentration risks, Asia offers attractive long-term growth and income potential at compelling relative valuations, alongside diversification benefits. Marty Dropkin, Head of Equities, Asia Pacific, outlines how investors can position to capture long-term value and embrace what’s next in the region’s development.

Tags: Fidelity, Equities, Asia Pacific ex Japan
Value investing - Are you missing an opportunity?

Across the globe, despite a brief comeback, many value stocks and sectors are languishing at historical lows relative to their growth counterparts. Against this backdrop, our value-oriented portfolio managers review the landscape facing investors in the world’s key economies, highlighting the opportunities we’re seeing in mispriced stocks and the potential catalysts for a value revival more broadly.

Tags: Fidelity, Investment Trusts, Equities, US, Asia Pacific ex Japan, UK, Webcast
The quiet comeback of two of China's battered sectors

When China cracked down on tutoring and online gaming, the industries looked set for decline. As policymakers shift their attention to promoting growth, portfolio manager Tina Tian explores the reasons why these sectors are returning to health and whether investors can prepare for a longer term recovery.

Tags: Fidelity, Equities, Asia Pacific ex Japan
Tech outlook - time to look beyond AI and the 'Magnificent 7'?

Tech stocks have continued to perform well in 2024 relative to the broader market, but there has been wide divergence in returns, even among the ‘Magnificent 7’. Fidelity Global Technology portfolio manager Hyun Ho Sohn outlines why tech themes could broaden out beyond recent high profile winners and discusses some of the underappreciated opportunities he sees across the sector.

Tags: Fidelity, European equities, Equities, US, Asia Pacific ex Japan, Global, Webcast
Taking stock of China's evolving investment landscape

Chinese equities have recently been marked by elevated volatility, but there are signs of economic stabilisation and green shoots of improving investor sentiment. Having recently completed 10 years at the helm of Fidelity China Special Situations PLC, Dale Nicholls reflects on the key changes he’s seen on the ground through a tumultuous period and outlines why now could be an opportune time to revisit the case for Asia’s largest economy and stock market.

Tags: Investment Trusts, Equities, Asia Pacific ex Japan
Understanding China's recent volatility

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.

Tags: Fidelity, Asia Pacific ex Japan
New beginnings - rethinking portfolio allocations to Asia

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.

Tags: Fidelity, Equities, Fixed Income, Asia Pacific ex Japan
Webcast: Sustainable investing in Asia

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.

Tags: Fidelity, Sustainable Investing, Asia Pacific ex Japan
Fund update - Multi Asset Income

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.

Tags: Fidelity, emerging markets, Asia Pacific ex Japan, global
After China's reopening rally, is there still value in Asia?

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.

Tags: Fidelity, Asia Pacific ex Japan, Investment Trusts, Equities

Displaying: 1 - 10 of 22