Tech and oil stir fresh interest in Asia as policy signals shift

Fidelity

Asian equities moved higher at the start of the week, supported by a shift in global sentiment and clearer signals on interest rates. The move followed a strong finish in US markets, where record closes set the tone for risk assets more broadly. Hong Kong led early gains, with the Hang Seng Index climbing over 200 points, while other regional markets showed steadier but still positive movement.

Technology shares were among the early leaders. Investor interest returned to large-cap tech, particularly in markets linked to semiconductors and advanced manufacturing. Markets appeared more willing to price in future demand across AI, software, and hardware cycles, even as near-term earnings remain mixed.

At the same time, energy prices jumped. Oil surged as unrest in the Middle East reignited concern over supply constraints. The price spike has injected new volatility into the outlook, particularly for economies that rely on energy imports.

Fidelity Asian Values Plc (LON:FAS) provides shareholders with a differentiated equity exposure to Asian Markets. Asia is the world’s fastest-growing economic region and the trust looks to capitalise on this by finding good businesses, run by good people and buying them at a good price.

Share on:
Find more news, interviews, share price & company profile here for:

Latest Company News

Asian stocks climb as chipmakers gain on AI demand

Asian stocks climbed as chipmakers gained on stronger AI demand, while oil prices and uncertainty over US interest rates remained key market risks.

Asian markets gain as oil falls and rate expectations shift

Asian markets gained as oil prices fell, while US jobs data and changing rate expectations became the next major market focus.

Asian stocks rise as Nvidia results reinforce AI chip demand

Asian stocks rose as Nvidia’s stronger results and guidance supported expectations for continued AI chip demand across the region’s semiconductor supply chain.

Asia Investment Trust (FAS) is up 5% in July as investors turn to value

Fidelity Asian Values plc delivered positive NAV and share price growth over the year to 31 July 2026, with the portfolio benefiting from strong stock selection in materials and consumer staples.

Asian shares climb as softer US data reshapes Fed rate outlook

Softer US data is reducing expectations for a near-term Fed rate rise, while Asian technology shares and higher oil prices shape the next phase of market positioning.

Watch Fidelity present investments in UK, Europe, Emerging Markets, Asia and China (video)

Fidelity Investment Companies Forum 2026 brings together leading Portfolio Managers to discuss global markets, investment opportunities, AI, valuations and long-term investing.

Search