Asia investment fund, Fidelity Asian Values Plc (LON:FAS) has published its monthly factsheet for the 12-month period ended 31 May 2022.
Portfolio Manager Commentary
The Trust’s NAV rose 6.6% during the 12-month period ended 31 May 2022, outperforming its reference index which rose 1.3%. The Trust’s share price fell 5.6% over the same period.
Asian markets mostly rose on Monday as investors took heart from signs of cooling US inflation, but Hong Kong and Shanghai fell as data showed China’s economy was struggling with its Covid-19 restrictions. The markets have been concerned
Asian equities mostly rose Tuesday but investors moved cautiously ahead of US inflation data later in the week, after a jobs report suggested the Federal Reserve would likely need to continue its sharp interest rate hikes to tame
Asian stock markets rose Wednesday as traders watched for signs trade might be disrupted by U.S.-Chinese tensions over an American lawmaker’s visit to Taiwan. Shanghai, Hong Kong, Tokyo and Seoul advanced after Beijing announced a ban on imports
Asian markets mostly rose Monday and oil fell as investors brushed off both weak data from China and comments indicating the Federal Reserve is wedded to its anti-inflation rate hike campaign. Strong earnings from Wall Street titans Amazon
Asian stock markets were mostly higher Tuesday as investors braced for another sharp interest rate hike by the Federal Reserve to cool inflation. Shanghai, Hong Kong and Seoul advanced. Tokyo edged lower. Oil rose more than $1 per barrel.
Hardman and Co’s Mark Thomas discusses Fidelity Asian Values plc in this exclusive interview with DirectorsTalk.
Asian stock markets recorded their best week in months on Friday and the dollar held off recent record highs after the European Central Bank (ECB) unexpectedly ended its negative interest rate policy, but U.S. futures fell on fears
Fidelity Asian Values Plc (LON:FAS) is the topic of conversation when Mark Thomas, Analyst at Hardman & Co joins DirectorsTalk Interviews. Having published a report on the company entitled ‘Asia: more appealing than ever‘ Mark talks us through
Hong Kong’s Hang Seng jumped more than 2%, leading gains in Asia-Pacific markets on Monday. The benchmark index was up 2.47%, and the Hang Seng Tech index jumped 2.63%. Meituan shares soared 6.64% and Longfor popped 6.43%. Mainland China markets advanced. The Shanghai Composite was 1.49%
Asian stock markets rose Wednesday as investors waited for U.S. inflation data some worry might lead to more interest rate hikes. U.S. futures edged higher and oil prices rebounded from Tuesday’s plunge but stayed below $100 per barrel.
Asian markets rose on Tuesday on growing speculation US President Joe Biden is about to roll back some of the Trump-era tariffs on Chinese goods as he looks for ways to rein in inflation, though sentiment remains at
Fidelity Asian Values plc (LON:FAS) performance is driven by stock selection, and that should never be overlooked. However, being in appealing markets gives favourable tailwinds, and, in this note, we highlight that Asia is now more appealing than
Asian stocks fluctuated before closing mostly higher on Tuesday after China announced changes to testing and quarantine rules in first step towards easing border controls. China’s Shanghai Composite index reversed an early slide to close 0.89 percent higher
Equities rose Tuesday in Asia as some stability returned to markets after last week’s upheaval, but analysts warned of further pain for traders after central bank officials hinted at further interest rate hikes to reel in inflation. While
Asian markets pointed higher after the U.S. Federal Reserve lifted rates more than previously anticipated and held out for a tougher approach to inflation. The Federal Reserve raised its key benchmark rate by 75 basis points, higher than
Fidelity Asian Values’ Nitin Bajaj discusses investment philosophy & approach, investment opportunities in different parts of Asia and in growth stocks, increased exposure to the financial sector & decreased exposure to the technology sector, the medium term demand impact from high oil and commodity prices and the process he goes through before adding high conviction holdings to the portfolio in this exclusive interview with DirectorsTalk.
Asia investment trust Fidelity Asian Values Plc (LON:FAS) Fund Manager Nitin Bajaj, joins DirectorsTalk Interviews to give us a better understanding of his investment approach, opportunities and the thought processes taken before adding a company to the porfolio. Nitin talks
Asian markets rallied Wednesday, building on a hearty performance on Wall Street and helped by the reopening in China, though analysts continue to warn of near-term volatility caused by surging inflation, rising interest rates and the Ukraine war.
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