Asian equities
China's economic destiny: Choose your own adventure
How China develops over the next decade will have huge global ramifications. What does it mean for the rest of the world if China becomes the world’s preeminent economic superpower? Alternatively, what does it mean if China gets stuck in the middle-income trap?
India's interim budget on expected lines
The Modi government last week announced their interim Union Budget. As expected, the focus was on farmers and the middle class ahead of the national elections scheduled later this year...
Will India's change of power affect investors?
Sandeep Kothari - Portfolio Advisor, Fidelity India Fund comments on the surprise exit of the RBI governor and on Modi party’s losing three state-level elections
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.
2019 outlook: Ample room for value in China
Structural change continues in China, as it transitions into a less-cyclical, consumption-driven economy. With stronger corporate balance sheets, a focus on efficient capital allocation and improving dividend payouts as a backdrop, the recent sell-off presents long-term opportunities.
Only looking at indices in Asia? You may be missing a trick...
