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Emerging markets

2022 Outlook: Emerging Markets

It is hard to predict how markets will behave in a year’s time. Still, we believe that most emerging economies' underlying structural growth trends will continue to drive corporate earnings and returns for investors over the medium-to-long term. While we remain aware of what is happening on the macroeconomic and political fronts, we will stay focused on the companies we either own or want to include in the strategy to drive alpha for our investors.

09 December 2021 | Amit Goel
The Investor's Guide to China: Demographics

The Investor's Guide to China: Demographics

China’s labour pool is shrinking as the population ages and more people retire than enter the workforce. How people save and invest as they think about wealth preservation signals big challenges and opportunities for China’s pension system development. So, how will government policy seek to ensure that the corporate sector remains dynamic and innovative, and can keep attracting the talent it needs? 

25 November 2021 | Aneta Wynimko, Catherine Yeung
Is it worth sticking with China?

Is it worth sticking with China?

To say China’s stock market has disappointed this year is something of an understatement. High commodity prices, chip shortages, a slump in the property market, widespread floods and a partial port shutdown have combined to depress activity. However, we are seeing signs that these are no more than sideshows to the main event – the growth currently being achieved by the economy, and the growth yet to come. 

09 November 2021 | Fidelity International
India – A long term structural growth story

India – A long term structural growth story

One of the most obvious reasons to invest in India is the size of its economy and its rate of growth. Today, India is essentially in the position China was in 15 years ago – still developing and growing fast.

08 November 2021 | Fidelity International
The first one hundred days

The first one hundred days

September marked 100 days since portfolio managers Amit Goel and Punam Sharma were appointed to mange the Fidelity Global Emerging Markets Fund. Anthony Doyle, sits down with Amit and Punam as they discuss their early impressions, enhancements to the fund and the current EM landscape.

19 October 2021 | Amit Goel, Punam Sharma
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