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Asia: Still the future of growth

While China’s economy has faced notable challenges since the start of the pandemic, its authorities are addressing these and the country still holds several structural economic advantages over the West. Meanwhile, the broader Asian region’s underlying fundamentals remain strong and these should underpin its role as the world’s growth engine for many years, providing an attractive destination for active equity and fixed income investors.

Asia’s virtuous cycle of investment and growth


Source: Fidelity International, October 2022

Asia: benefitting structural tailwinds

Asia’s rising economic importance

The world faces a confluence of cyclical and structural economic headwinds, but these are weighing against the developed Western economies more heavily, leaving Asia as an even more important driver of global growth. As a result, the region’s underlying economies will grow in stature.

Projected regional GDP-growth rates


Note 2021 represents actual annual GDP growth (%), 2022 and 2023 figures represent projected annual GDP growth (%).

Source: IMF World Economic Outlook Update, July 2022.

Increasing international collaboration
China’s ‘Dual Circulation’ strategy
Room for fiscal and monetary stimulus
Adverse effects of Covid will be overcome
Economic headwinds are better priced in
An attractive, differentiated opportunity set
India: The key driver of future growth

Fidelity’s Asia capabilities


Substantial experience

Over 50 years doing business in Asia.


First in line

The first global asset manager to register with the Asset Management Association of China as a private fund manager within China*.


Comprehensive coverage

144 Asia based investment professionals

Source: Fidelity International. October 2022, Broadridge (formerly Lipper) 30 June 2020. *Via our wholly-foreign-owned enterprise.

Catch up on Asia

From investment perspectives to expert opinions - take a deep dive into our latest Asia related publications

A healthy economy remains key to China's goals

Markets have seen significant moves following the end of the Communist Party Congress but the week’s events leave a more nuanced picture.

Q4 Asia investment outlook: Potential bright spot amid a challenging winter

Asia are insulated to a degree from the struggles facing Europe, and though it is facing its own problems, we are turning more positive on the region.

The Investor's Guide to China podcast: Private Markets

So much of the investment conversation is dominated by companies that have already gone public. But it's not always just about listed companies.

How to access the undeniably dynamic region Asia


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