Asia

2019 marked the end of a strong decade for financial markets and a year that punctuates many of the same themes of the decade: US equities outperforming international equities, growth outperforming value and ongoing historically low global interest rates....

Joins from Nikko Asset Management

Allianz Technology and Baillie Gifford Shin Nippon top five- and ten-year lists

Japanese stocks appear to be vulnerable to a multitude of risks.

What lies ahead in 2020? Will the US economy tip into recession or accelerate? Will Brexit make or break the UK and its erstwhile partners in Europe?

‘Change is the only constant’ has become increasingly evident for Asia as the impact of the coronavirus is felt across global financial markets. Despite these headwinds to near-term growth, Fidelity Asia Fund portfolio manager Teera Chanpongsang highlights the continued structural shifts in the region and how discipline around these fundamental drivers can reward investors at such times of volatility.

Results show 'mixed picture'

One-on-one meetings with portfolio managers

One-on-one meetings with portfolio managers

Asian equity markets have underperformed developed markets since around the taper tantrum in 2013, driven partly by monetary policy and tax cuts in the US and partly by investors’ caution on Asia.