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Emerging markets

Our bullish view on two sectors that have fallen out of favour

Emerging markets can offer investors supercharged growth opportunities. Some of these opportunities can be found in the world's two most populous countries - China and India. And with that comes diversification that you can't achieve domestically. Hear why Amit Goel is bullish these locally unloved sectors.

01 July 2022 | Amit Goel
What China and India's knife-edge ride means for investors

What China and India's knife-edge ride means for investors

China and India are the world's two largest emerging market economies, yet both face an uphill battle as they reckon with COVID and inflation respectively. Amit Goel gives us his take on the headwinds facing these emerging market heavyweights. 

15 June 2022 | Amit Goel
Where does Russia's war leave emerging markets?

Where does Russia's war leave emerging markets?

With the stock market in suspended animation, Russia is literally ‘uninvestable’ for now. Even without that technical barrier, however, there are reasons to think it will be a long time before foreign investors summon the courage to venture back to the country.

03 May 2022 | Fidelity International
EM: Navigating a challenging period

EM: Navigating a challenging period

Global emerging markets are facing multiple challenges: the ongoing conflict between Russia and Ukraine, a surge in commodity prices, inflationary pressures, a slowdown in China and the delisting risks for Chinese ADRs. Here Portfolio Managers, Amit Goel and Punam Sharma provide their thoughts and the outlook for EM.

24 March 2022 | Amit Goel, Punam Sharma
Fidelity's CIO: Questions on China, Ukraine, and Fed rate rises

Fidelity's CIO: Questions on China, Ukraine, and Fed rate rises

Fidelity International's Chief Investment Officer Andrew McCaffery answers the questions facing investors on China and the war in Ukraine, and how markets have reacted to the Fed's rate hike. 

18 March 2022 | Andrew McCaffery
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