Anthony Srom
Why Kweichow Moutai
Kweichow Moutai has been the top contributor for the Fidelity Asia Fund for the last five years. Portfolio Manager Anthony Srom looks back to when he first discovered the stock and how it's managed to continually hit record highs.
What's driving performance in Asia
Given the China-US trade dispute has clearly driven market sentiment recently, you’d expect the performance of Asian stocks to have come-off but in many areas the region is performing strongly.
Find out more in this interview with Anthony Srom, Portfolio Manager for the Fidelity Asia Fund.
It's pretty much all about China!
Given the China-US trade dispute has clearly driven market sentiment over the last couple of weeks, as an Asian equities portfolio manager, I'd expected a pretty rough ride but the portfolio is actually up since the end of Q1.
2019 outlook: Stay selective on Asian Equities
We expect Asian equity markets to remain challenging, given continued volatility and muted global growth. While we remain cautiously positioned, we are ready to act on opportunities as they arise.
Our investment expert views: Asian equities
In 2018 Asian equity markets have challenging. Our expectation is an upward bias to volatility combined with moderating global growth and US dollar strength.
