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Navigating opportunities and risks in Asian markets
Manage episode 441804905 series 3300556
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In China, the market has been defined by cautious consumer spending, policy uncertainty, and ongoing concerns about property market weaknesses. India, on the other hand, has had strong market performance driven by retail investors and a favourable demographic outlook, but valuations are becoming exorbitant.
Fidelity cross asset specialist Lukasz de Pourbaix explains why selective investing is therefore crucial.
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