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Why should I reconsider my allocation to Asia?

By Richard Edgar. Editor in Chief

Why doesn’t Asia get a prominence in portfolios to match its financial might? Asia powers more than a third of the world’s economy but makes up only a fifth of world stock and bond indices. From the stock-picker’s undiscovered discovered gems in China to the diversification offered by an established economy like Japan, our team of experts offers readers their insight. Why should you reconsider Asia? Here, Fidelity Answers.

Why doesn’t Asia get a prominence in portfolios to match its financial might? Asia powers more than a third of the world’s economy but makes up only a fifth of world stock and bond indices. From the stock-picker’s undiscovered discovered gems in China to the diversification offered by an established economy like Japan, our team of experts offers readers their insight. Why should you reconsider Asia? Here, Fidelity Answers.

Rethinking Asia allocations: The investment world's distorted view
Rethinking Asia allocations: The investment world's distorted view

Many global investors outside Asia are playing catch up with the region's structural potential even if risks and market valuations cannot be ignored.

There’s more to Asia than growth
There’s more to Asia than growth

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.

For and against China as a standalone allocation
For and against China as a standalone allocation

Given its under-representation in traditional indices for both equity and fixed income - should investors focus on China separately?

What MSCI inclusion means for China's biggest soy sauce manufacturer
What MSCI inclusion means for China's biggest soy sauce manufacturer

Companies like Haitian will be opened up to a broader, deeper and more international shareholder base.

The spectacular rise of Asia in 12 charts

Charting the shifting balance of economic power from the West to the East.

The best writing on Asia from around the investment world

These are the pieces which have informed our team as we prepared this edition on allocation to Asia.

Asia is not a monolith. Be selective to capture value.
Asia is not a monolith. Be selective to capture value.

Asset managers need to be more selective in where and how they invest in Asia if they want to continue capturing value.

Why some investors are shifting allocation from EMD to Asia fixed income
Why some investors are shifting allocation from EMD to Asia fixed income

Some fixed income investors are increasing their allocations to Asian debt in search of an improved risk–return profile.

China's RMB bond market is headed for substantial growth

Fidelity has analysed and forecast the growth for China's onshore RMB bond market - which is substantial. What does this mean for investors?

Gary Monaghan avatar
MSCI A-share inclusion is a milestone for China’s onshore capital markets

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.

China’s rising outbound flows will move global markets

Investment inflows to China's equity markets are only half of the story. Increasingly, outbound investment from mainland China will move global markets.

Ayesha Akbar avatar
Why allocating to Japan calls for an active approach

Allocating to Japan requires weighing opportunities against risks. We're positive on Japan's outlook, but will watch issues such as currency fluctuations.

Podcast: Why should I reconsider my allocation to Asia?
Podcast: Why should I reconsider my allocation to Asia?

Could you be overlooking investment opportunities in Asia? Fidelity's experts discuss the best way to gain exposure to the region.

Medha Samant avatar
Only looking at indices in Asia? You'll miss out on innovators and disruptors

New, innovative companies are beginning to disrupt the old order, reshaping multiple industries and transforming the region.

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