Amit Lodha

Amit Lodha has been Portfolio Manager of the Fidelity Global Equities Fund since 2010 and has over 16 years of investment experience. He is a qualified accountant from the Institute of Chartered Accountants (India) and a CFA charterholder.

Expertise

Investing in a time of disruption

Amit Lodha

Fundamental analysts spend an inordinate amount of time with Microsoft Excel software trying to gauge the magnitude and direction of the future cash flow evolution of a company with detailed projections around revenue, margin and earnings trajectory. Yet over time, the lesson one learns is that, more often than not,... Show More

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The next 12 months for Facebook

Amit Lodha

This time last year, I published an article on Livewire called ‘What Peter Lynch taught me about Facebook’. Here, I made a warning call on the data privacy issues Facebook is facing today. Livewire has since got in touch with us to discuss: what the next 12 months looks like... Show More

Buy the dip or sell the rallies?

Amit Lodha

While in Taiwan this week, meeting with executives of the technology/smartphone value chain, my hotel room shook with earthquake tremors. It struck me that nature has a unique way of sending us mortality messages every so often. In a similar vein, hidden in all the volatility last week, ‘Mr Market’... Show More

From 'made in China' to 'created in China'

Amit Lodha

I spent the last week in China attending Fidelity’s autos and industrial trip for analysts and portfolio managers, as well attending the Credit Suisse China Conference in Shenzhen. It was an interesting week to be in China, the week after the National Congress, and I have come away with an... Show More

The dichotomy in business today

Amit Lodha

Technology is enabling businesses to start up at lower costs than ever before. Whether it’s renting server farms from Amazon Web Services, purchasing subscription software on a monthly plan, or hiring cheap developers from overseas, the digital age has brought a myriad of options to entrepreneurs. Show More

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Taxation will be a big risk for FANGs

Amit Lodha

Risks often come from unexpected places. For global technology companies, the obvious risks might come from obsolescence and changing consumer preferences. We think it’s taxation that presents the biggest risk for the ‘FANGs’ stocks today. Show More

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