Amit Lodha

How does an active investor capitalise on these changing times?

Our belief is that companies exist within an ecosystem, and understanding that ecosystem gives us the best chance of making accurate judgement around its future earnings trajectory. However, with the fast pace of technological disruption changing the ecosystem in every industry, the work of a long-term investor has become more difficult.

Trade wars - Difficult to call
Amit Lodha

Trade wars - Difficult to call

Politicians don’t always follow the route of logic which makes it difficult to predict how they could play out. One thing is for sure if the rhetoric accelerates it won’t be good news for large multinationals. 

Facebook: It's always been a matter of trust
Amit Lodha

Facebook: It's always been a matter of trust

Fidelity’s Amit Lodha’s fears around Facebook have come to fruition but what will that mean for THE social media platform of our time and are there other big picture issues for global tech companies that investors should be mindful of?

Some things change: some stay the same
Amit Lodha

Some things change: some stay the same

We speak to Amit Lodha about his success as a portfolio manager, the Fund’s evolution and what’s changed for him over the last decade.

What Peter Lynch taught me about Facebook
Amit Lodha

What Peter Lynch taught me about Facebook

A year ago, I wrote about my concerns around Facebook’s user data and the power it can yield. Now the story is playing out.

From the desk of Amit Lodha: Mr Market's memo
Amit Lodha

From the desk of Amit Lodha: Mr Market's memo

While in Taiwan this week, meeting with executives of the technology/smartphone value chain, my hotel room shook with earthquake tremors. It struck me that nature has a unique way of sending us mortality messages every so often.

2018 outlook: Global equities
Amit Lodha

2018 outlook: Global equities

When considering what might cause surprise for investors in 2018, I think it’s prudent to look more closely at factors that are not currently causing concern.

From 'made in China' to 'created in China'
Amit Lodha

From 'made in China' to 'created in China'

China is well on its way to morphing from the ‘Factory of the World’ to ‘Laboratory of the World’. 

How are the banks fighting disruption?
Amit Lodha

How are the banks fighting disruption?

Banks are spending up on technology investment, with JP Morgan dedicating US$9B to technology each year. What can the big 4 Australian banks learn from their US counterparts?

Why we sold Amazon
Amit Lodha

Why we sold Amazon

Amit Lodha, Portfolio Manager Fidelity Global Equities Fund talks through his reasons why he has exited the position in Amazon even though he still loves the company.

From the desk of Fidelity's Amit Lodha
Amit Lodha

From the desk of Fidelity's Amit Lodha

The micro drives the macro, which is what bottom up stock picking is all about. So what can we tease out about the macro from the micro?   

Portfolio Update Fidelity Global Equities Fund
Amit Lodha

Portfolio Update Fidelity Global Equities Fund

What have been the recent winners of the Fund? Why is Apple the largest holding? What has Amit learned from disappointments? 

Why is Apple Amit's largest holding?
Amit Lodha

Why is Apple Amit's largest holding?

Amit Lodha, Portfolio Manager of the Fidelity Global Equities Fund has an extremely disciplined approach to investing and in this article he explains his largest holding. 

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