Emerging markets

China's unprecedented growth

In 1978, China started on a path of unprecedented economic change, shifting the country's economic centre from agriculture to manufacturing and services. The speed of this change has seen the country leapfrog its western peers in areas such as transport and mobile payments.

10 October 2019 | Fidelity International
For and against China as a standalone allocation

For and against China as a standalone allocation

China has the second-biggest stock market but is that enough for investors to consider it as standalone allocation against a backdrop of trade war uncertainties? And what are the different factors in asset allocation and portfolio construction that investors should consider before deciding?

03 October 2019 | Fidelity International
The Investor's Guide to China: Episode 2

The Investor's Guide to China: Episode 2

China's businesses operate in a unique environment and understanding that matrix is imperative for identifying the best companies for investment. What are the most effective strategies for finding the winners and what are the warning signs of those to avoid?

02 October 2019 | Paras Anand
Is Vietnam the new China?

Is Vietnam the new China?

Nearly half a century on from the end of the American War, Vietnam has a lot going for it. History has not been kind to Vietnam, but the future looks bright for what many investors see as the developing world’s next big thing.

30 September 2019 | Tom Stevenson
Cutting through the noise

Cutting through the noise

Slowing activity and trade wars have fuelled de-risking; but as investors grapple with the uncertainty, Amit Goel, outlines his views on the conflict, the wider ramifications and his rationale for investing in markets which are facing severe scrutiny.

26 September 2019 | Amit Goel
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