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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 quarterly outlook

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.

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.

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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

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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.

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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 the country*.

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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: Will the renminbi’s stable attraction woo Asian partners?

Could the renminbi’s relative stability vs. currencies of Asian trading partners see it take share away from the dollar?

Asia Quarterly Outlook: Can the East wind prevail?

The economic outlook in Asia is brightened by China’s reopening and may prove attractive for global investors seeking growth and diversification.

What’s next for China’s fully charged EV battery makers?

China's electric vehicle battery makers are facing overcapacity at home and increased competition abroad. But that could be a good thing - for green growth and consumers.

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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  • The value of investments and the income from them may fall or rise, so investors may get back less than the amount invested.
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