Asia Reawakens: Navigating Opportunity Amid Geopolitical Shifts, 13.11.2025
Join us for a timely market outlook session where Portfolio Manager Madeleine Kuang will explore the evolving landscape of Asian equity markets, with a spotlight on China, India, and the ASEAN region. Amid a year dominated by US-centric newsflow, early signs point to a resurgence of investor interest in Asia.
Madeleine will offer insights into how the global trade war dynamics and heightened geopolitical tensions are perceived from an Asian perspective, both at the macro level and through the lens of bottom-up stock pickers.
You are warmly welcome to join us for breakfast starting at 8:00 AM. The presentation will commence at 8:30 AM.
Madeleine Kuang is a portfolio manager at Fidelity International, managing FF ASEAN and FF Emerging Asia strategies. She has over 20 years of investment experience and joined Fidelity in London in 2010 as an analyst covering the European metals and mining sector, before relocating to Singapore in 2012 and ever since she has focused on the ASEAN markets. She spent three years covering ASEAN transport and conglomerates before broadening her coverage in 2015 to analyse small- and mid-cap companies across the ASEAN region. She was promoted to Portfolio Manager in 2018 and took over the management of FF ASEAN Fund, FF Indonesia Fund, and FF Thailand Fund from June 2018. She managed FF Indonesia Fund and FF Thailand Fund till June 2021 and started to manage FF Emerging Asia Fund and a regional segregated institutional mandate since July 2021. Madeleine is a bottom-up stock picker who focuses on alpha generation based on a total return approach encompassing earnings growth, valuation multiple revisions and capital returns, while integrating sustainability assessment. Prior to joining Fidelity, Madeleine worked as an investment analyst at Eton Park Capital in London. Before that, she was an investment banking associate at Morgan Stanley in London.
Madeleine holds a BSc in Economics from London School of Economics in the United Kingdom.