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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

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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 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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Contact our local Sales Team

Are you a professional investor and would like to know more about Asia as an investment region and our investment strategies?

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Dive into more details

Would you like to gain more insight and read what our experts have currently published on 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.


Important information

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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