Teera Chanpongsang, portfolio manager of the Fidelity Asia Fund, believes sound investment ideas come from consistently monitoring the investment landscape and identifying new trends as they emerge. With this in mind, he reveals the change that is unfolding across the region post-Covid-19 and how he is positioning to benefit from the region’s emerging leadership in technology-led innovation.

How the rules of investing in the large‑cap growth space have changed.

Defensive equities are usually found in sectors that have withstood market shocks, such as utilities and real estate. But as COVID-19 shakes up investment conventions, companies with intangible assets are being more appreciated for their volatility cushion.

Three major shifts for investors as retail adapts to a younger, richer, tech-savvy global consumer.

Attractive valuations and prospects for economic recovery support small-caps

All Eyes on China to Drive Global Growth