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. 

Why I took a break from Facebook
Amit Lodha

Why I took a break from Facebook

The Fund has been involved in Facebook since its initial public offering in 2012. So what has changed Amit Lodha's mind?

Observations from the middle seat
Amit Lodha

Observations from the middle seat

Amit Lodha looks at patterns, analogies and silvers linings to help deal with the complexity of current events.

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