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Asia: Still the future of growth

Asia’s economies are generally backed by more favourable long-term fundamentals than their Western peers, while their capital markets provide investors with a differentiated and expanding opportunity set. Is your portfolio up to speed?

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.

Increasing international collaboration

While population aging and trade protectionism could hinder the growth of many Western economies, Asia looks set to benefit from stronger demographics and increasing intra-regional economic co-operation, which will enable factor mobilisation, technological catch-up and innovation. Nevertheless, there will be divergence between the fortunes of the region’s underlying individual economies.


Source: ‘Supply chain and logistics innovations with the Belt and Road Initiative’, Hau L. Lee, Zuo-Jun (Max) Shen, Journal of Management Science and Engineering, Volume 5, Issue 2; Fidelity International, October 2022.

China’s ‘Dual Circulation’ strategy
Room for fiscal and monetary stimulus
Economic headwinds are better priced in

Fidelity’s Asia capabilities


Extensive experience

Active presence on the ground across Asia for over 50 years, providing the expertise required to navigate the region’s unique and diverse capital markets.


First in line

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


Comprehensive coverage

151 Asia-based investment professionals supported by our broader global investment platform.

Source: Fidelity International, 31 December 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

Chart Room: Cost deflation, China’s latest export

China’s undershooting post-pandemic recovery has stoked fears of deflation. Policymakers are stepping up efforts to boost growth, and are bracing for a lean year of cost reductions.

Signs of a dovish tilt from China’s Politburo

China’s leaders have voiced support for the economy, which is moderating after an initial bounce from the re-opening. The policy statement represents a dovish tilt in policy priorities.

CIO podcast: US inflation and China's recovery

Fidelity's Global Chief Investment Officer Andrew McCaffery comments on the latest inflation data from the US, and what some might have missed from China's recovery story.

Podcast series: The Investor's Guide to China

The Investor's Guide to China takes you deep into the workings of the Chinese economy and its financial markets. In each episode Fidelity International brings you a cast of experts who invest in the world's second largest economy. Listen to how they use decades of investment expertise to find the most exciting opportunities, as well as identify the areas best avoided.

Listen on your podcast app of choice+
Podcast series: The Investor's Guide to China

How to access the undeniably dynamic region Asia


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