Fund Manager Georgina Taylor travelled to India to meet with an array of experts, ranging from senior officials of the government and the country’s central bank to members of the news media, to see how policy changes are shifting the dynamics for investing.

When it comes to Australia, our view within the equities team is one of cautious optimism. What many investors don’t know is that Australia’s economy is heavily reliant on China. In fact, we believe the country’s dependence on China as a trading partner and as a major influence on commodity prices naturally makes China its greatest vulnerability.

Asia faces near-term challenges, but is well positioned given solid fundamentals. 

With earnings in Asia no longer surprising, and the risk of an escalating trade war lurking in the background, are there areas where value can still be found? Listen to Ian Hargreaves explain what this means for his portfolio.

'What I've learned’ is a new video series in which Fidelity portfolio managers share key moments from their personal and professional lives which shaped who they are as investors today. Eugene Philalithis, shares stories from the late 90s when he cut his teeth as a trader in the Far East.

Currency ideas play an important part in our multi asset portfolios, acting as a source of both return and diversification. Watch Invesco Perpetual explain the long-term valuation trade between Japanese yen, which has become cheap as a result of monetary policy, and the Swiss franc, which the team believe is still overvalued as a consequence of flows into the country during the Eurozone crisis.

Currency ideas play an important part in our multi asset portfolios, acting as a source of both return and diversification. Watch Invesco Perpetual explain the long-term valuation trade between Japanese yen, which has become cheap as a result of monetary policy, and the Swiss franc, which the team believe is still overvalued as a consequence of flows into the country during the Eurozone crisis.