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.
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.
Corporate China’s path as it emerges from economic lockdown may point the way for the rest of the world. But even with more stimulus on the way, the recovery is likely to be an uneven one, and for investors, spotting the long-term winners will require discipline.