Source: Refinitiv DataStream, 31 December 2021.
Economic gravity shifting towards Asia
China’s authorities set policies to advance social reforms at the expense of economic growth in 2021, but have now switched back in support of growth at a time when Western policymakers have become predisposed with controlling inflation. With Asia’s long-term economic fundamentals also still superior to those of the major Western economies and the region a relative beneficiary of the West’s estrangement from Russia, we expect Asian growth to resume its trend of outperformance over the West in 2022. We also expect foreign participation in China’s capital markets to continue to increase.
Catch up on Asia
From investment perspectives to expert opinions - take a deep dive into our latest Asia related publications
Remapping China risks
Amid rising investor uncertainty over China - including both foreseeable risks and surprises - we assess what’s changed and what hasn’t in the outlook for China’s markets and macro policy.
CIO podcast: The questions investors have on China, Ukraine, and Fed rates
Carsten Roemheld speaks to Fidelity International's Chief Investment Officer Andrew McCaffery about the questions facing investors on China and the war in Ukraine, and how markets have reacted to the
High near-term uncertainty keeps us cautious
Lockdowns in China and the risk of recession in Europe are adding to the list of uncertainties facing investors.
Asia Annual Outlook 2022: China dictates the course
In 2022, Asia-Pacific will remain the most important growth driver of the global economy. But investors should be prepared for surprises.Explore now (more in German)
Fidelity's Asia capabilities
We have 50+* years of experience doing business in Asia - since 1981 in Hong Kong - and hold $70bn* of assets under management in Asia Pacific ex Japan.
First in line
Our WFOE* has become the 1st global asset manager to register with the AMAC* as a private fund manager in China.
We have 50+* equity and fixed income research analysts focused on the coverage of Asia.
We actively covered 830 companies and held 5,303 meetings in Asia Pacific ex Japan in 2019.
Source: Fidelity International. 30 June 2020, Assets quoted include Assets under Administration. AMAC = Asset Management Association of China; WFOE = Wholly Foreign Owned Enterprise; *Broadridge (formerly Lipper) 30 June 2020, data includes active funds only; China Equity funds are those listed in Broadridge sector equities Greater China. Includes funds from all domiciles that Broadridge cover which currently excludes US but does include some Asian domiciled funds. Asian Equity funds are those listed in Broadridge sectors equities Pacific ex Japan, Pacific ex Japan Mid/Small Caps, Pacific incl. Japan and Pacific Income.
Our offering to access Asia
For over 50 years, Fidelity has been active and on-the-ground in Asia. Our understanding and knowledge of the region has compounded to provide our portfolio managers with a truly unique and independent view of the factors shaping returns from Asian companies. Our Asian equities and fixed income investment strategies offer different and distinct ways of accessing this dynamic region.
How sustainable is Asia really?
One thing is certain: Asia needs to catch up when it comes to sustainability. But more is happening than many investors might think. A closer look reveals some surprising insights and prospects.Find out (more in German)
Strong for China investments
More insights. Less surprises.
Navigating China's investment landscape requires diligence and on the ground experience. Explore our China capabilities and gain further insights to see where investment potential could lie.Find out (more in German)
How to access the undeniably dynamic region Asia
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- Past performance is not a reliable indicator of future returns.
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