Asia and Emerging Markets
Fidelity China Special Situations: July 2020 update
Senior Investment Analyst Kate Marshall shares our analysis on the manager, process, culture, cost and performance of Fidelity China Special Situations PLC.
13 Jul 20205 min read
Asia & Emerging Markets update – what’s different in the developing world?
Containment efforts in parts of Asia look to be working, but other developing economies, like those in Latin America, are struggling.
24 Mar 202017 min read
Henderson Far East Income – consumption will be key to Asia's growth
In our review of Henderson Far East Income investment trust, find out why Michael Kerley expects dividends from Asian companies to continue to grow, despite there being some recent weakness in company earnings.
19 Dec 20194 min read
How China’s booming middle class is creating investment opportunities
Wages across Asia have been rising, and consumers are snapping up premium products and luxury brands – good news for savvy stock pickers.
21 Nov 20194 min read
First State Asia Focus – responsible stewardship in a fast-growing region
The team behind First State Asia Focus has considered ESG factors in their investment approach for many years. In their search for sustainable growth, they view themselves as long-term owners of a business.
08 Oct 20192 min read
Our monthly research roundup – seeing opportunity in times of crisis
Kate Marshall, Senior Investment Analyst, looks at what our investment team got up to in August.
10 Sep 20193 min read