Don’t miss the first in our series of panel discussions - Kate Howitt and James Abela discuss where they’re seeing opportunities, finding stocks at a reasonable price and the areas they’re most excited about right now.
The challenge for investors with emerging markets is that whilst the structural opportunities are widely understood there is also a cyclical overlay to the asset class which can lead to substantial equity market volatility.
2018 started on a strong note for global equities, boosted by a supportive macroeconomic backdrop, moderately rising inflation, tightening labour markets, positive corporate earnings outlook and the confirmation of a major tax reform in the US. Hear more from Amit.
Our annual ‘Year in Review’ includes a business update from Managing Director Alva Devoy and insights from our investment experts around the world. We hope you enjoy hearing Fidelity’s views and welcome any feedback.
Structural and policy reforms have widened the opportunity set in China. Combine this with the inclusion of A-share in the MSCI Index and we believe China should not be overlooked by Australian investors.