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Video: Fidelity on Asian growth and income

The biggest risk in the next 12 months is an overtightening of monetary policy in the US or China, according to investment director Stuart Rumble.

At the FSA Multi-Asset Masterclass in Bangkok last week, Rumble presented on “Second generation Asian multi asset strategy: To achieve optimal growth, stability and income”.

In the video, he discusses why he likes Korean equities but not Australian, and provides more detail on the risk to his investment thesis.


Part of the Mark Allen Group.