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Sumant Wahi

Sumant Wahi - Analyst and Portfolio Manager

Podcast 43 min listen

July's Rich Pickings podcast: Beware the consensus - what the US election means for investors

"There are more similarities between Trump and Biden than people realise," says Portfolio Manager Aditya Khowala in this month's Rich Pickings.

Richard Edgar + 8 others | 29 July 2020

Video 45 min watch

Fidelity live: Analysts webcast replay

Hear from our Head of Research and two of our analysts on the ground as they share the thoughts from over 160 of their analyst peers around the world.

Ned Salter + 2 others | 27 July 2020

Article 5 min read

US-China trade war: The chips are down for tech supply chains

The latest front in the US-China trade war centers on tighter sanctions on the Chinese tech giant Huawei.

Sumant Wahi + 2 others | 22 June 2020

Podcast 39 min listen

Podcast: The future of... connectivity

"After this, I don't think any law-maker will disagree that telecom connectivity is as important as any other utility," says portfolio manager Sumant Wahi.

Sumant Wahi + 4 others | 15 June 2020

Podcast 31 min listen

Fundamentals podcast: The battle for 5G (and what else we learned in Silicon Valley)

Fresh from Silicon Valley, Fidelity International reveals what 5G technology promises and why it's become a battleground of national importance

Sebastian Morton-Clark + 3 others | 16 December 2019

Blog 3 min read

ESGenius: Regulation bites the tech giants, but does it have teeth?

It remains uncertain whether this amounts to a real change in the way companies use data, or if these changes are only being implemented to appease regulators.

Sumant Wahi | 28 November 2019

Blog 3 min read

Trade wars supercharge China’s drive to tech self-sufficiency

The trade war with the US is driving China to double down on strengthening its tech infrastructure and building self-sufficient supply chains.

Sumant Wahi + 1 other | 26 November 2019

Blog 2 min read

There’s a new sector in town - and it will change tech stock trading

The GICS rejig has shifted the likes of Facebook from IT, telecom and consumer discretionary into a newly formed communication services sector.

Sumant Wahi | 8 January 2019

Blog 2 min read

Bumpy road ahead for US tech stocks

Volatility is set to continue into 2019, but this is not the beginning of the end for the FAANGs.

Sumant Wahi + 2 others | 28 November 2018

Article 9 min read

Avoiding 'cybergeddon': ESG risk in an interconnected world

In an increasingly digital society, cybersecurity and data protection are rapidly emerging as some of the biggest ESG risks for companies to manage.

Sumant Wahi + 6 others | 5 April 2018

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