Emerging markets

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.

$140m seed capital

COVID-19 has changed the landscape for emerging markets (EM) debt, injecting a new dimension of pandemic-related economic uncertainty. In this report, the Eaton Vance EM debt team outlines our view that strong fundamental analysis and country selection is more important than ever.

Metrics may spook or satisfy investors

Companies' key metrics still matter

Asia's Covid-19 management bodes well for sector

Opinion mixed over sector's opportunities

'Very cautious' exposure amid Covid-19 chaos

Outperformance brings cause for optimism

Managed by Chetan Sehgal and Andrew Ness