Asian equities
The future is bright
As a business we’re often asked about India and why investors should consider allocating either through a stand-alone allocation or exposure through an emerging markets portfolio. On one hand investing in one of the world’s fastest growing economies sounds sensible but equally investors have concerns around volatility and risk, particularly macro risks. So, let’s take a closer look at the case for India.
What China's new stimulus measures mean for investors
China has sought to shore up its slowing domestic economy through aggressive tax cuts and increased spending. At the opening of the annual meeting of China’s parliament on Tuesday, Premier Li Keqiang announced a slightly lower GDP target range, adding that that monetary policy would remain “prudent” but fiscal policy would be “stronger”. We examine what these measures mean for Asia equities and fixed income investors.
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
2019 outlook: Ample room for value in China
Only looking at indices in Asia? You may be missing a trick...
