Global Emerging Markets with Fidelity International

Ord Minnett Podcast

Fidelity International’s Amit Goel, Lead Portfolio Manager for Emerging Market Equities, joins the podcast to discuss the outlook for global emerging markets, including: • Why emerging market economies look relatively attractive at the moment, including higher growth than developed markets in real terms; • Why the technology and consumer sectors offer opportunities for investors; • How emerging markets are managing inflation and why interest rates are ‘ahead of the curve’ compared to the US; and • Why the increased competitiveness of companies, and the lowest valuations in 20 years, add to the attractiveness of emerging market equities. *** Disclosure: Ord Minnett Limited ABN 86 002 733 048 (Ord Minnett) holds AFS Licence Number 237121 and E.L. & C. Baillieu Limited ABN 74 006 519 393 (EL&C Baillieu) holds AFS Licence Number 245421. Ord Minnett and EL&C Baillieu are ASX Group Participants, Participants of Chi-X Australia Pty Ltd and are wholly owned subsidiaries of Ord Minnett Holdings Pty Limited ABN 32 062 323 728. This document is intended to provide general financial product advice only, and has been prepared without taking account of your objectives, financial situation or needs, and therefore before acting on advice contained in this document, you should consider its appropriateness having regard to your personal circumstances.