Anthony Srom
2021: The outlook for Asian equities
While new investment ideas are harder to find in a challenging economic environment, we're focused on finding investment opportunities in situations where sentiment is very negative to the point where fundamentals are ignored.
China US relations: Avoiding the cross hairs
Political unrest, tariffs, supply chain risk...There's a lot to take into account. Fidelity Asia Fund, Portfolio Manager Anthony Srom discusses how he factors US/China relations into his stock picking.
Enough bang for your buck?
Internet and healthcare names have essentially led Asian markets out of the crisis. So has Fidelity Asian Equities Portfolio Manager Anthony Srom been tempted to add them to his portfolio or are they too expensive given the associated risks?
Fidelity Asia Fund update
Portfolio Manager for the Fidelity Asia Fund, Anthony Srom shares some new ideas from Greater China and reveals some unloved areas where he's finding new opportunities. He also talks about his overweight position in tech and it's not where you'd expect it to be.
Year in review: Asian equities
"The last 12 months could be categorised as a period of significant swings in sentiment, which has created opportunities, but also leads to less attractive risk/reward when sentiment is too positive". Read Anthony Srom's 'Year in review' here.
The impacts of recent tensions
Why Kweichow Moutai
What's driving performance in Asia
It's pretty much all about China!
