Emerging markets

Two key areas of opportunity in EM

Portfolio manager Alex Duffy believes that periods of volatility separate the bad business models from the good and highlights two key areas he's currently seeing good opportunities in emerging markets.

13 November 2018 | Alex Duffy
The $4.1 trillion dollar question

The $4.1 trillion dollar question

“Specifically, when I look at China, I’m far less worried about the impact of a tariff on $400B or $500B worth of goods. Tariffs of 15-20% on $400 billion isn’t a huge delta in terms of the overall trade balance. When it is far more relevant, is what it means for the currency.”1

07 November 2018 | Alex Duffy
Winners and losers from rising interest rates

Winners and losers from rising interest rates

With rates marching higher in the US, higher risk asset classes such as emerging market equities are seeing rising volatility. As risk reprices across the market, this will cause problems for weaker companies and countries but also opportunities for prudent investors.

18 October 2018 | Alex Duffy
The case for emerging markets

The case for emerging markets

Once dominated by agriculture and cheap manufacturing, EM countries are today home to some of the world’s fastest growing economies and most innovative companies.

11 October 2018 | Fidelity International
It's a question of quality

It's a question of quality

Sandeep Kothari explains why picking high-quality growth stocks and stringent risk management are integral when investing in India. He also shares some of the key contributors and detractors to fund performance over his tenure.

11 October 2018 | Fidelity International
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