Many global investors outside Asia are playing catch up with the region's
structural potential even if risks and market valuations cannot be ignored.
Asia's traditional exposure to growth is attractive, but the region can offer
investors many more solutions with its full menu of distinct investment factors.
Given its under-representation in traditional indices for both equity and fixed
income - should investors focus on China separately?
Companies like Haitian will be opened up to a broader, deeper and more
international shareholder base.
Charting the shifting balance of economic power from the West to the East.
These are the pieces which have informed our team as we prepared this edition on
allocation to Asia.
Asset managers need to be more selective in where and how they invest in Asia if
they want to continue capturing value.
Some fixed income investors are increasing their allocations to Asian debt in
search of an improved risk–return profile.
Fidelity has analysed and forecast the growth for China's onshore RMB bond
market - which is substantial. What does this mean for investors?
It’s a game-changer for both the mainland and investors, even though, on the
face of it, it’s not yet a particularly high-stakes game.
Investment inflows to China's equity markets are only half of the story.
Increasingly, outbound investment from mainland China will move global markets.
Allocating to Japan requires weighing opportunities against risks. We're
positive on Japan's outlook, but will watch issues such as currency
fluctuations.
Could you be overlooking investment opportunities in Asia? Fidelity's experts
discuss the best way to gain exposure to the region.
New, innovative companies are beginning to disrupt the old order, reshaping
multiple industries and transforming the region.
Overview
