Optimism high following change of guard
New projects put country in good stead with investors
Asian stocks to lead charge against developed markets
Job creation bill good news for economy and investors
Investors relishing prospect of EMs as greenback slumps
Targets attractive return alongside positive societal impact
Asia and Latin America among popular choices
Asian economies have proved more resilient than Western counterparts due to their better handling of the Covid-19 outbreak and mixed capitalism models. Paras Anand, CIO for Asia Pacific gives his outlook for the region and discusses why he believes stability of earnings, greater intra-regional reliance and US dollar weakness will combine for a prosperous year ahead.
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.