Insights & news

Amit Goel

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
PM flash comments: India's response

PM flash comments: India's response

Amit Goel, Portfolio Manager - Fidelity India Fund looks at the impacts COVID-19 is having in India, including the Government's policy response, market flows, and how he's positioning his own portfolio.

06 April 2020 | Amit Goel
Cutting through the noise

Cutting through the noise

Slowing activity and trade wars have fuelled de-risking; but as investors grapple with the uncertainty, Amit Goel, outlines his views on the conflict, the wider ramifications and his rationale for investing in markets which are facing severe scrutiny.

26 September 2019 | Amit Goel
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