Nitin Bajaj, Portfolio Manager of Fidelity Asian Values PLC, joined Citywire’s Ian Horne to discuss why the recent boom in Asian technology and AI stocks has created one of the toughest periods of his investing career. He explains why market setbacks can uncover new opportunities, where he is finding value beyond the technology sector, and why he remains focused on fundamentally strong companies trading at attractive prices.
Watch Nitin Bajaj’s recent broadcast with Citywire
The 'Big Broadcast' with Nitin Bajaj is produced, recorded and distributed by Citywire.
Important information
The value of investments and the income from them can go down as well as up, so you may get back less than you invest. Changes in currency exchange rates may affect the value of investments in overseas markets. Fidelity Asian Values PLC can use financial derivative instruments for investment purposes, which may expose the trust to a higher degree of risk and can cause investments to experience larger than average price fluctuations. This trust invests more heavily than others in smaller companies, which can carry a higher risk because their share prices may be more volatile than those of larger companies. Investments in emerging markets can be more volatile than other more developed markets. The shares in the investment trust are listed on the London Stock Exchange and their price is affected by supply and demand. The investment trust can gain additional exposure to the market, known as gearing, potentially increasing volatility. Reference to specific securities should not be construed as a recommendation to buy or sell these securities and is included for the purposes of illustration only. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. Investors should note that the views expressed may no longer be current and may have already been acted upon.
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