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

This article first appeared in Livewire markets on 30th June 2022

By virtue of their stage of economic development, emerging markets can offer investors supercharged growth opportunities. 

It follows that the greatest number of 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.

Case in point: Amit Goel, Lead-Portfolio Manager of both the Fidelity Global Emerging Markets Fund and the India Fund, likes two sectors that have fallen out of favour in western markets - the consumer sector and tech sectors in China and India.  

To hear why Goel is bullish these locally unloved sectors, watch or read below.