Could ASEAN stocks outperform for a fifth year in 2012?

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ASEAN economies are expected to grow between 3% and 5% this year – will their sharemarkets echo this? Many of Asia’s biggest stock markets had a poor 2011. That helped to make the steady performance of the four emerging ASEAN countries in the MSCI Asia ex-Japan Index even more remarkable. Stock benchmarks in the Philippines,... Read more continue reading
01 Mar 2012

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What’s next for Indian equities?

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Indian equities disappointed investors in 2011 with one of the worst performances among emerging markets. The combination of a slowing global environment and slowdown in India’s domestic economic activity led to a 24% fall in the MSCI India Index in rupee terms, with foreign investors further hindered by a depreciation in the rupee. What’s ahead... Read more continue reading
16 Feb 2012

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2012 outlook for China in the ‘year of the dragon’

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The China investment team at Fidelity Worldwide Investment is optimistic about Chinese equities in the new Chinese year. While the Chinese economy is expected to slow to around 8% in 2012, the fast growing and increasingly affluent middle class and continuing government support will continue to support domestic economic activity. Martha Wang, Portfolio Manager of... Read more continue reading
24 Jan 2012

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Enter the (year of) the dragon!

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Will Asian economic growth translate to growth in equity prices in the Chinese New Year of the dragon? “We think it will,” says David Urquhart, Portfolio Manager for the Fidelity Asia Fund. “The Organization for Economic Co-operation (OECD) forecasts the Asian region to grow around 7% in 2012. According to the Chinese zodiac, 2012 is... Read more continue reading
17 Jan 2012

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