The 2022 Emerging Markets Roundtable: Seizing Alpha Opportunities

May 2022

Emerging markets are a very diverse set of countries and regions, and provide ample opportunity to generate alpha.

Highlights

Emerging markets are coming out of the pandemic much stronger and growth is starting to pick up
The Russia-Ukraine conflict is going to impact commodity prices and likely have long-term impact on oil and gas
China has faced volatility in the short term but has enough buffers to remain resilient

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Featuring

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.

Webcast: Is the emerging markets thesis broken?

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?

Emerging Markets: Navigating a challenging period

As risks peak, it’s an opportune time to invest in EM.

Energy independence drive and renewables adoption

The devastating war in Ukraine has dramatically increased the need for energy independence in the European Union, which announced a plan to reduce its reliance on Russian gas. This will require more use of fossil fuels in the short term, but long-term should accelerate the switch to renewables.

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