Fidelity Southeast Asia manager Allan Liu is reducing some of the more sizeable bets made by his pr...
Fidelity Southeast Asia manager Allan Liu is reducing some of the more sizeable bets made by his predecessor KC Lee. While Liu is also a conviction-led investor, he is keen to reduce the fund's beta through investing in a broader range of financially secure companies. He is growing increasingly bullish on the outlook for the region, noting that companies have been deleveraging their balance sheets since the 1998 Asian crisis and are well positioned to benefit from any upturn in demand from the OECD economies. 'Over the past two years when the US economy has not been doing well, the ...
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