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Paras Anand

Paras Anand - Chief Investment Officer, Asia Pacific

Paras joined Fidelity in January 2012. Previously, he was a portfolio manager, team leader and Head of European Equities at F&C, and prior to that was head of Deutsche Asset Management’s European equities team in New York. He has also worked at HSBC Alternative Investments, managing a UK market neutral hedge fund, and at GT Investments (latterly Invesco).

Podcast 30 min listen

The Investor's Guide to China podcast: Consumers

"Premiumisation and technology-driven innovative business models are two areas where growth potential is underestimated," says Portfolio Manager Hyomi Jie.

Paras Anand + 8 others | 11 August 2020

Article 3 min read

China’s recovery may be greener than before, if nascent trends continue

The shoots of China’s post-Covid-19 recovery may be greener than before thanks to proactive government policy, and corporate and investor engagement.

Paras Anand | 14 July 2020

Article 6 min read

Post-Covid environment offers new testing ground for sustainable growth in China

China’s nascent trend in ESG investing appears to be alive and well despite the disruption caused by the Covid-19 pandemic.

Paras Anand + 1 other | 2 July 2020

Blog 4 min read

When Wall Street wakes up to Main Street

When Wall Street wakes up to Main Street

Paras Anand | 3 June 2020

Blog 4 min read

Hong Kong and the relevance of economic resilience

Markets recently reflected uncertainty over Hong Kong’s status as a centre for international finance, but investors would do well to take a longer-term view.

Paras Anand | 28 May 2020

Podcast 41 min listen

The Investor's Guide to China podcast: Technology and innovation

"Artificial intelligence and specifically deep learning is where China is going to be the leader," says Senior Technology Analyst Johnny Tseng.

Paras Anand + 7 others | 22 May 2020

Article 4 min read

China’s economy is turning the corner after a historically bad GDP contraction

China’s economy is turning the corner after a historically bad GDP contraction

Paras Anand + 3 others | 17 April 2020

Blog 3 min read

Crisis drives shift in public/private relationship not seen since WWII

State aid for companies is likely to come with conditions attached.

Andrew McCaffery + 1 other | 8 April 2020

Blog 2 min read

Not business as usual

Global health, monetary and fiscal policy are converging to triage the worst impacts of the Covid-19 coronavirus outbreak, but they come with a cost.

Paras Anand | 26 March 2020

Blog 4 min read

Three long-term calls

Here are three big themes that are likely to persevere through the current volatility and rotation in market leadership.

Paras Anand | 16 March 2020

Blog 4 min read

A Billy Beane guide to markets

A Billy Beane guide to markets

Paras Anand | 2 March 2020

Blog 2 min read

When the playbook stops working

Why did markets wait so long to sell off in the wake of the Covid-19 coronavirus outbreak?

Paras Anand | 24 February 2020

Article 1 min read

White paper: Active share and index concentration

We examine active share, and assess how its value as a tool for evaluating portfolios and investment managers can vary with the underlying benchmark index.

Barney Rowe + 3 others | 24 February 2020

Podcast 28 min listen

The Investor's Guide to China podcast: Environment

Fidelity's China and sustainability experts put the country's environmental record and ambitions under the investment lens.

Paras Anand + 3 others | 18 February 2020

Article 4 min read

A growing chasm

Optimism over a trade truce between the US and China is premature. Investors should be prepared for divergence in key areas.

Paras Anand | 12 February 2020

Blog 2 min read

Does the UK election outcome matter for global markets?

Does the UK election outcome matter for global markets?

Paras Anand | 12 December 2019

The Investor's Guide to China podcast: Corporate governance

The Investor's Guide to China podcast: Corporate governance

Paras Anand + 3 others | 24 October 2019

Article 2 min read

Investment Outlook Q4 2019: Bending, not breaking

The Investment Outlook is our flagship quarterly outlook publication that outlines our views on all the major asset classes and details the 'house view'.

Paras Anand + 8 others | 7 October 2019

Blog 3 min read

What Warren Buffett gets wrong about gold

Contrary to Warren Buffett’s complaints about gold, it’s constantly offering useful insights if you look closely enough.

Paras Anand | 2 October 2019

Blog 2 min read

Pushing against the tide

Reports the Trump administration is considering restricting US portfolio flows to China are a cause for concern but would be a challenge to implement.

Paras Anand | 29 September 2019

Podcast 31 min listen

The Investor's Guide to China: Stock picking

China's businesses operate in a unique environment and understanding that matrix is imperative to those hoping to identify the best companies for investment.

Sebastian Morton-Clark + 3 others | 16 September 2019

Blog 2 min read

A fork in the road for US corporates

Capital allocation priorities need to evolve to match new corporate purpose.

Paras Anand | 27 August 2019

Blog 3 min read

Fed’s broken policy dial could benefit Asia investors

Political pressure on the Fed to cut rates is only likely to increase.

Paras Anand | 19 August 2019

Article 1 min read

Investment Outlook Q3 2019: A delicate balance

The Investment Outlook is our flagship quarterly outlook publication that outlines our views on all the major asset classes and details the 'house view'.

Paras Anand + 7 others | 25 July 2019

Article 5 min read

An appeal to optimism: The opportunity of the uncertainty premium

The demand for safety since the financial crisis has created an uncertainty premium that investors with a little optimism can take advantage of.

Paras Anand + 1 other | 4 July 2019

Podcast 35 min listen

The Investor's Guide to China podcast: Opening Up

Travel deep into China's economy with Fidelity's investment experts. Hear how they're navigating its markets to uncover opportunities and avoid the pitfalls.

Paras Anand | 14 June 2019

Blog 2 min read

An outside view of the US-China trade war

Why investors should not expect a swift resolution to the US-China trade war

Paras Anand | 15 May 2019

Blog 3 min read

US hikes tariffs on Chinese goods: Views from the Asia investment desk

US hikes tariffs on Chinese goods: Views from the Asia investment desk

Paras Anand + 4 others | 10 May 2019

Blog 1 min read

Why we're calling it Sustainable Investing, not ESG

The term ‘ESG’ struggles to capture the full scope of stakeholders and the off-spreadsheet areas that an organisation needs to manage.

Paras Anand | 15 April 2019

Blog 2 min read

Uncertainty is now at an attractive discount in the UK and elsewhere

Predictability has been at a premium in recent years, but we feel the discount now offered to take on uncertainty offers a long-run opportunity.

Paras Anand | 22 March 2019

Article 3 min read

Fairytale economics will not enchant markets

Policy makers globally are taking their feet off the spending brakes. This fairytale economics may work, but impact on markets will not unequivocally positive.

Paras Anand | 19 November 2018

Article 3 min read

Inverting the pyramid

Investors may be misunderstanding the central narrative defining the current market and are therefore at risk of missing opportunities.

Paras Anand | 14 November 2018

Blog 1 min read

Midterms could be good for the US economy

Midterms could be good for the US economy

Paras Anand | 7 November 2018

Article 7 min read

The future of retirement won't be a cliff-edge goodbye to work

Retirement is a recent concept, and is bound to change as older people live longer and remain more active. The corporate world will have to follow suit.

Paras Anand + 1 other | 29 October 2018

Blog 1 min read

Risk-off for the US but not for everywhere else

The right response for investors to signs of the US market losing momentum is to hunt for value in areas which have already been aggressively sold down.

Paras Anand | 11 October 2018

Blog 2 min read

Ten years since the crisis: the risks have changed

Investors and policy makers have learned their lessons, but we may be looking in the wrong direction for the next dislocations.

Paras Anand | 31 August 2018

White Paper 15 min read

Pulling away: Inequality as an ESG risk

Wealth distribution, emerging threats to the status quo, and why inequality is turning into an important sustainability risk.

Paras Anand + 3 others | 5 April 2018

Article 8 min read

Longer cycle, shorter horizons: Governance at the end of the cycle

Why extra scrutiny of corporate governance, especially capital deployment decisions, is necessary towards the end of the cycle.

Paras Anand + 1 other | 5 April 2018

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