Call volatility's bluff with these three stocks

This article first appeared in Livewire markets on 3 April 2023

In a market full of buzzwords and buzz-acronyms (Buy The Dip, There Is No Alternative, etc),  "deglobalisation" does not get nearly as much airtime. But after the COVID-19 pandemic, the Russian invasion of Ukraine, and the ongoing split on tackling climate change, deglobalisation has become a real issue that investors need to contend with. Nowhere is this more true than in the emerging markets space, especially because no two emerging economies are alike. 

While this all plays out, volatility will remain a fundamental part of investing - especially in emerging economies. But Amit Goel of Fidelity International argues that volatility can also be your best friend if you know how to manage the topsy-turvy nature of financial markets.

"We are always interested in the best quality businesses - ones we can understand. That means whenever these can be presented at right prices, we are able to take that volatility."

In this edition of Expert Insights, Goel shares his thoughts on volatility management and deglobalisation's impact on emerging markets. And, to prove he knows where and how to find those great opportunities, he shares three major holdings in the Fidelity Emerging Markets Fund that fit their criteria.