Nitin Bajaj, Manager of Loyal Asian values (FAS) will appear on Citywire on November 20 at 3:00 p.m. for an hour-long program focusing on the outlook for the Asia-Pacific region following the US election and China’s recent efforts to revive its faltering economy economy concerned.

Titled ‘Focus on value amid market dynamics’, Bajaj will explain why it is overweight China and has nearly 39% invested in the mainland and Hong Kong.

In contrast, the contrarian value investor is underweight India, which accounts for less than 15% of the fund, less than half its 33.5% stake in its benchmark, the MSCI Asia Pacific Ex Japan Small Cap Index.

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Time to buy

Bajaj (above), manager of the £409m portfolio for over nine years, says he finds it easier to find good, undervalued companies in China than in India, where he has valuation concerns following a sharp stock market rise.

Although conditions in China appear difficult and consumer confidence has been weakened by the real estate downturn, he firmly believes now is the right time to buy.

Following his presentation, Bajaj will be interviewed by Citywire’s Gavin Lumsden. There will then be time at the end of the meeting to question the fund manager in a question-and-answer session.

Since its founding in 1996, Fidelity Asian Values ​​has delivered 7% annual growth to its shareholders, above the benchmark’s 6%. In absolute terms, the company had achieved a return of 578.9% as of September 30, exceeding its benchmark’s 415%. Shares are currently 12% below net asset value, above the average one-year discount of 9%.

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