Asian markets

A multipolar world shaped by energy security, industrial policy, and geopolitical risk.

We see compelling opportunities in China and India, while remaining selective on AI adoption and semiconductor exposures.

Fidelity has more than half a century of experience in Asia and investment director Gary Monaghan has plenty of insights to share.

Tribeca’s John Stover offers a deep-dive into Asian credit and how to get exposure in your portfolio.

While share buybacks might be a focus for some investors, Tribeca’s John Stover points to bond buybacks as a big opportunity.

Asian credit may seem like a niche investment space but Tribeca’s John Stover points to benefits like higher yields and lower default rates.

US fixed income and credit command a lot of attention, but a region in our backyard offers higher yields for equivalent credit quality.

This asset class is expected to outperform in current market conditions, whilst assets in this region could do better once again.

KKR's Frances Lim tells us why she's bullish amid today's volatility, and where she sees the best value

One of the world's largest asset managers has been holding onto a contrarian call for a long time. But could that all change imminently?