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.
Countries under-represented in investment company universe
Tracks MSCI Emerging Markets
Three regional and two thematic launches
As markets continue to react to the US election results, Paras Anand, Fidelity Chief Investment Officer, Asia Pacific, considers how this will likely impact the domestic US economy, as well as the future of global trade and geopolitics. He discusses why there may not be substantive changes in these areas and what this could mean for asset allocation decisions.
In this Q&A, Fidelity Asia Fund portfolio manager Teera Chanpongsang discusses the structural changes that are here to stay as a result of the Covid-19 pandemic. He outlines the winners and losers of this new uncertain market environment and how this is reflected in his investment views.