Navigating concentration and evolving market leadership
Portfolio manager Anthony Srom outlines how Fidelity Asia Pacific Opportunities remains focused on disciplined, high-conviction stock selection, with a cautious stance on crowded areas and increasing confidence in a broader opportunity set.
Asia Pacific ex Japan equities remain heavily influenced by a narrow, AI-led rally. The portfolio retains an underweight to this thematic due to exuberant sentiment combined with an insufficient ap...
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