Hardman & Co Research on Fidelity Asian Values (FAS):
Asia: more appealing than ever
FAV's 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 ever, with i) growth accelerating into 2023 while developed economies slow, ii) lower inflation, iii) liberalisation of economies, iv) the full benefits of major new free trade agreements, and v) continued long-term positive demographic and urbanisation trends unaffected by short-term noise. F AV may further benefit from sentiment increasingly favouring its small-/mid-sized value focus, a trend that, arguably, has already started.
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