Europe’s reversal of fortunes: core trumps peripherals

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Until recently, the defining theme of European economic monetary union since its introduction in 1999 was the convergence of the peripheral economies (ex-Soviet bloc and outlying countries) and core Europe

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Can Indonesia be Asia’s star bourse for a third straight year?

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Indonesia’s stock market in 2010 was the star performer among the 10 countries in the MSCI Asia ex-Japan Index for a second straight year.1 So far, however, 2011 hasn’t been

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Insights and themes impacting Asia Pacific companies

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1.0 Introduction Fidelity International’s analysts, who are at the heart of Fidelity’s investment process, actively meet with and review over 90% of the world’s largest listed companies on behalf of

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Two thirds of Asian companies have strong balance sheets, finds Fidelity survey

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Solid performance with double digit sales and profit growth expected for Asian companies Inflation, US economy and regulation are key challenges Companies cashed up and potentially looking to spend Asian

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What’s ahead for Australian investors in 2011

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While there are many macro issues around the world affecting the markets, one of the world’s largest fund managers believe the outlook for the Australian market is positive, especially if

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Investment Outlook for 2011 from Fidelity’s portfolio managers around the globe

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Decoupling of emerging markets from the developed world is likely to dominate 2011 Bullish for emerging market equities and commodities ASSET ALLOCATION Trevor Greetham, Director of Asset Allocation Growth among

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Africa. The next big thing?

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Imagine owning the only major supermarket in a city of 18 million people. South African-based food retailer Shoprite doesn’t have to dream of this situation because that’s the competitive advantage

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What the world economy has going for it

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When Federal Reserve Chairman Ben Bernanke in July appeared for his twice-yearly appearance before the US Congress he said the outlook for the US economy is “unusually uncertain”. Only a

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