Insights & news

Amit Goel

2022 Outlook: Emerging Markets

It is hard to predict how markets will behave in a year’s time. Still, we believe that most emerging economies' underlying structural growth trends will continue to drive corporate earnings and returns for investors over the medium-to-long term. While we remain aware of what is happening on the macroeconomic and political fronts, we will stay focused on the companies we either own or want to include in the strategy to drive alpha for our investors.

09 December 2021 | Amit Goel
The first one hundred days

The first one hundred days

September marked 100 days since portfolio managers Amit Goel and Punam Sharma were appointed to mange the Fidelity Global Emerging Markets Fund. Anthony Doyle, sits down with Amit and Punam as they discuss their early impressions, enhancements to the fund and the current EM landscape.

19 October 2021 | Amit Goel, Punam Sharma
2020/21 Year in review: Emerging markets

2020/21 Year in review: Emerging markets

It has been an interesting year for emerging markets (EM) and for the portfolio. In May of this year we took over the responsibility for managing the Fund from Alex Duffy and although we were very sorry to see him go, we’re really excited by the opportunity.

08 July 2021 | Amit Goel
Unlocking India's structural opportunities: 10 charts

Unlocking India's structural opportunities: 10 charts

India’s growth has so far lagged that of its neighboring mega-economy, China. But the key to speeding the rise of India’s young, affluent, urban and educated consumer base is within reach. Reforms and new infrastructure paving the way for manufacturing investment and employment will be key to unlocking India’s next stage of development. 

23 December 2020 | Amit Goel
How India's economy is navigating Covid-19

How India's economy is navigating Covid-19

India’s stock market, which is sensitive to changes in global risk appetite, has been battered by coronavirus-fuelled sell-offs. But as the world begins to come out of lockdowns and economies normalise, India can offer bright spots for emerging market investors.   

12 May 2020 | Amit Goel
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