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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.

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Asia 2023: Amazingly stable states

Inflation and the strong US dollar have unsettled Asian investors recently. But some countries are proving to be surprisingly robust. An outlook on the further development of the markets in the Far East.

Learn more (in German)

Asia’s virtuous cycle of investment and growth

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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

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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

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Substantial experience

Over 50 years doing business in Asia.

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First in line

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

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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 new golden age for China’s investment sector

China’s fast-growing investment industry is embracing a golden age. The onshore markets are too big to ignore and will remain to be an attractive long-term destination for the rest of the world.

The Investor's Guide to China podcast: China's Onshore Markets

In this episode, our investment experts discuss how China’s local markets and its onshore investment industry are opening, expanding, and ever evolving.

The Vegas of the East at a crossroads

Macau’s tourism-dependent economy was hit harder than most by Covid lockdowns. Now, the Chinese casino hub is trying to turn a crisis into an opportunity to reinvent itself.

How to access the undeniably dynamic region Asia

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Risk warnings

  • Past performance is not a reliable indicator of future returns.
  • Investments in emerging markets can be more volatile than other more developed markets.
  • The price of bonds is influenced by movements in interest rates, changes in the credit rating of bond issuers, and other factors such as inflation and market dynamics. In general, as interest rates rise the price of a bond will fall. The risk of default is based on the issuer's ability to make interest payments and to repay the loan at maturity. Default risk may, therefore, vary between different government issuers as well as between different corporate issuers.
  • The value of investments in overseas markets can be affected by changes in currency exchange rates.
  • An Investment Manager’s focus on securities of issuers which maintain sustainable characteristics may affect the fund’s investment performance favourably or unfavourably in comparison to similar funds without such focus. The sustainable characteristics of securities may change over time.


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This material is for Investment Professionals only, and should not be relied upon by private investors. This information must not be reproduced or circulated without prior permission. Fidelity only offers information on products and services and does not provide investment advice based on individual circumstances, other than when specifically stipulated by an appropriately authorised firm, in a formal communication with the client. Investors should note that the views expressed may no longer be current and may have already been acted upon.

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