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Webcast: Is the emerging markets thesis broken?

May 2022

Emerging markets have historically presented strong opportunities to capture higher returns within its fast-growing regions. But with increasing challenges - growing geopolitical risks, a surge in commodity prices adding to already prevailing inflationary pressures and a slowdown in China - does the thesis for investing in emerging markets still hold true?


  • What is the best way to invest in EM given different regions have varying investment risks?
  • How will consumers in EM regions be impacted with higher inflation and rising rates?


author portrait
Amit Goel Portfolio Manager
Amit Goel is the Portfolio Manager of the Fidelity Funds – India Focus Fund and of Fidelity’s India funds domiciled in Australia and Korea, as well as the Lead Portfolio Manager of the Fidelity Funds – Emerging Markets Focus Fund. He is also the co-manager of the Fidelity Funds – Emerging Markets Fund. Amit has 17 years of investment experience and is currently based in Singapore.
Amit joined Fidelity in January 2006 as a research specialist based in Gurgaon covering India equities. In April 2008, he moved to Fidelity’s Mumbai office when he was promoted to become a full-time analyst covering Indian equities. In this role, Amit covered several Indian equity sectors, including IT, health care, consumer, automobiles, materials and small-cap equities.
In July 2013, Amit moved to Singapore and started covering Emerging Asian companies (including Indian equities). In September 2014, Amit joined the Global Emerging Markets team and started managing the Fidelity Funds – Emerging Markets Fund’s Emerging Asia sleeve. In December 2019, he became the co-manager of Global Emerging Markets Fund. In May 2021, Amit also took over as the Lead Portfolio Manager of the Fidelity Funds – Emerging Markets Focus Fund.
He holds a Bachelor of Pharmacy from Delhi University, India and an MBA from IIT Delhi, India.