The Investor's Guide to Asia

Mar 13 2025 40 ep. 32 mins 195

The Investor's Guide to Asia Podcast artwork

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.

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The Investor's Guide to Asia: Innovation

Mar 13 2025 33 mins

Tariffs and chip export bans don't sound like good news for Asian technology companies. But Fidelity fund manager Tina Tian and equities analyst Jonathan Tseng actually view current geopolitical tension as a positive for investors in the region. Why? Find out as they discuss all things Asia innovation with hosts Stuart Rumble and Taosha Wang. See omnystudio.com/listener for p

Fidelity Answers: Where’s the value in bond markets?

Mar 06 2025 54 mins

We answer the questions investors are asking. Bottom up? Top down? What’s the best way to look for opportunities in volatile bond markets? Fidelity fund managers James Durance and Mike Riddell talk to hosts Rosie McMellin and Ben Moshinsky about how they’re responding to a sudden shift in the market narrative. See omnystudio.com/listener for privacy informatio

The Investor's Guide to China: The bull vs bear debate (#35)

Dec 18 2024 36 mins

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 rebound, while the sceptics see structural challenges capping gains in equities. Who is right? Is China a treasure trove or a value trap? What more can policymakers do to restore confidence? And how should stock pickers adapt to an evolv

The Investor's Guide to China: Chinese e-commerce goes global (#34)

Nov 01 2024 31 mins

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 Chinese companies? The rise of online shopping platforms like Temu and Shein are evidence that China is no longer just selling goods to the rest of the world, but exporting entire e-commerce business models. In this episode, Marty Drop

The Investor’s Guide to China: Dealing with China's debt (#33)

Sep 23 2024 30 mins

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 government’s balance sheet. A question that investors are asking is: how much more will China realistically spend to stimulate the economy? So far, these policies have focused on shoring up demand - unlike after the financial crisis, when

The Investor’s Guide to China: Asia's bright spots (#32)

Aug 07 2024 29 mins

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 megatrends of artificial intelligence, the energy transition, and shifting supply chains. Marty Dropkin, Head of Equities, Asia Pacific, is joined by Monica Li, Fidelity International’s Director of Research for China. With additional

The Investor’s Guide to China: The renminbi effect (#31)

Jul 12 2024 25 mins

In this episode, we turn our attention to something that affects almost every investor in China: a weakening renminbi. The Chinese currency has lost almost 10 per cent against the US dollar in the last 18 months. Is this a result of economic weakness in China or just another chapter in the strong dollar story? How is the renminbi performing against other currencies like the Japanes

The Investor's Guide to China: Healthcare (#30)

Jun 06 2024 33 mins

Chinese healthcare is a vast universe, spanning everything from biotech to traditional medicine. It is also increasingly important as a growth driver for the economy as China's population gets older. But recent policy shifts - both domestically and internationally - have obscured that structural story. Is it time for investors to pause and rethink their approach to the sector? Or s

The Investor's Guide to China: Shareholder return (#29)

Apr 23 2024 30 mins

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 velocity - of growth, investors are turning their attention to something more long-lasting: shareholder returns. Dividends and buybacks are moving up the agenda of regulators and companies in China, generating interest for investors acr

The Investor's Guide to China: Cities and migration (#28)

Mar 07 2024 33 mins

Where people live within China - and why - is fundamental to understanding the country’s changing demographics. That, in turn, has important implications for the Chinese economy, consumption trends, and where investors should be looking. In this episode, Catherine Yeung, Investment Director, and Marty Dropkin, Head of Equities, Asia Pacific, take you across China through the lens