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 2020 5 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 2020 17 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 2019 4 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 2019 4 min read
Emerging markets – investing for the future
Emerging markets offer innovation, industrialisation and potential for economic growth. Is it time to tap into these opportunities?
12 Nov 2019 4 min read
Baillie Gifford Japan – a year of two halves
It was a year of two halves for the Baillie Gifford Japan Trust. In this update, we look at the trust's performance in more detail following the release of its annual results to the end of August 2019.
22 Oct 2019 3 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 2019 2 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 2019 3 min read