What's driving performance in Asia
Given the China-US trade dispute has clearly driven market sentiment recently, you’d expect the performance of Asian stocks to have come-off but in many areas the region is performing strongly.
Find out more in this interview with Anthony Srom, Portfolio Manager for the Fidelity Asia Fund.
Anthony has been the PM for the Fidelity Asia Fund since 1 June 2014. Since inception the Fund consistently performed above its benchmark and has returned 10.36% per annum* to investors.
In this interview, Anthony will cover:
- An overview of the current macro environment - including risks and opportunities
- A fund update including current positioning
- A breakdown off some of his top holdings and how they’re contributing to performance
- Outlook - areas to watch in the new financial year
* as at 31 May 2019
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