The Investor's Guide to Asia
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The Investor's Guide to Asia
We bring you ideas from our investment experts across the Asia Pacific region, helping you chart your path through these vibrant markets. With regular macro and market insights on China.
Episodi recenti
44 episodi
The Investor's Guide to Asia: Why Asia high yield is back
From Indian renewables operators to Bangkok banks, the Asia high yield market has moved on from China’s property sector problems, and annualised retur...
Fidelity Answers: Markets look weird, how can I build resilience in my portfolio?
Doubts over interest rates and the over-concentration of stock markets hint at a need for more robust, diversified portfolios going into the final mon...
Fidelity Answers: Why is Silicon Valley so obsessed with AI and what can investors do about it?
Companies' spend into artificial intelligence has been immense. But we're yet to see the tangible output of that investment. Should investors care? Po...
The Investor's Guide to Asia: Chinese consumption - Labubu and beyond
From Labubu dolls to EVs to AI, 2025 has turned up the volume on Chinese products and Chinese ideas, but it’s a tune financial investors need to liste...
The Investor's Guide to Asia: The great tariff reshape
China has responded well to the US trade war. But other, domestically-focused economies, could fare even better. Fidelity fund manager George Efstatho...
The Investor's Guide to Asia: Innovation
Tariffs and chip export bans don't sound like good news for Asian technology companies. But Fidelity fund manager Tina Tian and equities analyst Jonat...
The Investor's Guide to China: The bull vs bear debate (#35)
As we wrap up 2024, investors remain divided on the future of the Chinese stock market. Bullish investors are betting on policy support to spark a reb...
The Investor's Guide to China: Chinese e-commerce goes global (#34)
Did you know that America's most popular free iPhone app last year and the world's favourite fast fashion brand the year before were both created by C...
The Investor’s Guide to China: Dealing with China's debt (#33)
China has come out with a string of policies that are targeted to reinvigorate economic growth. Some of the policies are adding leverage to the govern...
The Investor’s Guide to China: Asia's bright spots (#32)
In this bonus episode, we're hearing about three investment ideas that are exciting Fidelity’s Asia portfolio managers and how they play into the mega...
The Investor’s Guide to China: The renminbi effect (#31)
In this episode, we turn our attention to something that affects almost every investor in China: a weakening renminbi. The Chinese currency has lost a...
The Investor's Guide to China: Healthcare (#30)
Chinese healthcare is a vast universe, spanning everything from biotech to traditional medicine. It is also increasingly important as a growth driver...
The Investor's Guide to China: Shareholder return (#29)
The story of China's economy and stock market has long been one of rapid growth. But as policymakers pivot to focus on the quality - instead of the ve...
The Investor's Guide to China: Cities and migration (#28)
Where people live within China - and why - is fundamental to understanding the country’s changing demographics. That, in turn, has important implicati...
The Investor's Guide to China: China's bond market (#27)
In this episode, Catherine Yeung, Investment Director, and Marty Dropkin, Head of Equities, Asia Pacific, tackle a topic that often flies under the ra...
The Investor's Guide to China: Transition materials (#26)
In this episode, Catherine Yeung, Investment Director, and Marty Dropkin, Head of Equities, Asia Pacific, explore the critical role of transition mate...
The Investor's Guide to China: In conversation with Louis-Vincent Gave (#25)
In this special edition of The Investor’s Guide to China, Catherine Yeung, Investment Director, is joined in Hong Kong by Louis-Vincent Gave, the foun...
The Investor's Guide to China: Japanification (#24)
When you look at some of the big economic issues China is dealing with today—lacklustre growth, a real estate slump, price disinflation, or an ageing...
The Investor's Guide to China: De-dollarisation (#23)
When it comes to currencies, it often feels like it's all about the US dollar. Although the greenback has dominated international trade and finance fo...
The Investor's Guide to China: China Consumer (#22)
China’s economic rebound hasn’t been as strong as many anticipated. But then, it’s not that surprising, as no one was expecting any major stimulus lik...
The Investor’s Guide to China: Decarbonising China (#21)
2021 was a big year for the global fight against climate change. China's president, Xi Jinping, again pledged that China would hit peak emissions by 2...
The Investor’s Guide to China: Tech Hardware and the ‘Chip War’ (#20)
Chip shortages at the start of the Covid pandemic threw semiconductors into the limelight. More recently, chips have been the focus of trade tensions...
The Investor's Guide to China: China's reopening and supply chains (#19)
After three years, China has dropped its zero-Covid policy, and 2023 has brought a sharp rebound in activity. Road traffic, hotel bookings and many ot...
Trailer: Trade Offs
Tune in for a new series that gets under the bonnet of business and sustainability.
From finance to energy to agriculture, how do business leade...
The Investor's Guide to China: China's Onshore Markets (#18)
China's economy and its markets have faced a number of headwinds in 2022. Slowing growth, geopolitical uncertainty, the impact of the country's Covid...
The Investor's Guide to China: China's Next Phase (#17)
Chinese equities markets have been volatile in the wake of last month’s Communist Party Congress in Beijing, where the country's leadership line up fo...
The Investor's Guide to China: Private Markets (#16)
So much of the investment conversation is dominated by companies that have already gone public. But it's not always just about listed companies.
...
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The Investor's Guide to China: Engaging with companies in China (#15)
To many outsiders, Chinese equity investing might conjure up images of a huge momentum-fuelled market where investors revel in speculation and sustain...
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The Investor's Guide to China: Common Prosperity (#14)
The phrase "common prosperity" has certainly been getting a lot of air time recently, both domestically in China as well as around the world. Investor...
The Investor's Guide to China: Supply Chains (#13)
Now over two years into this pandemic and the world is still battling some serious supply chain disruptions - all the more so, of course, with the war...
The Investor's Guide to China: Debt (#12)
A lot of the financial headlines we’re seeing about China lately involve debt of one form or another. It could be a real estate company that borrowed...
The Investor's Guide to China: Demographics (#11)
China’s labour pool is shrinking as the population ages and more people retire than enter the workforce. How people save and invest as they think abou...
The Investor's Guide to China: Regulation (#10)
Regulation in China is nothing new. But anyone observing the financial headlines in recent years, and certainly over recent months, will have noted a...
The Investor's Guide to China: China in the world - an interview with Gavekal's Louis-Vincent Gave (#9)
China's role in global affairs is more important - and more complex - than ever. From geopolitics and economics to the battle against climate change,...
The Investor's Guide to China: Trade and growth (#8)
The Investor's Guide to China from Fidelity International takes you deep into the workings of the Chinese economy and its financial markets. Paras Ana...
The Investor's Guide to China: Belt and Road (#7)
The Investor's Guide to China from Fidelity International takes you deep into the workings of the Chinese economy and its financial markets. Paras Ana...
The Investor's Guide to China: Consumers (#6)
The Investor's Guide to China from Fidelity International takes you deep into the workings of the Chinese economy and its financial markets. Paras Ana...
The Investor's Guide to China: Technology and innovation (#5)
The Investor's Guide to China from Fidelity International takes you deep into the workings of the Chinese economy and its financial markets. Paras Ana...