The Investor's Guide to Asia The Investor's Guide to China: The bull vs bear debate (#35)
Dec 19, 2024
Dale Nicholls, a seasoned portfolio manager at Fidelity International, argues for a bullish perspective on China's investments, citing potential policy support. In contrast, Nick Price presents the bear case, highlighting structural challenges that could hinder growth. They delve into China's electric vehicle dominance and its impact on global trade, alongside the significance of shifting domestic demand and regulatory complexities. The guests also explore risks like declining property prices affecting consumer confidence and how investment strategies must adapt in this evolving market.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
China's Economic Landscape: Challenges and Opportunities
01:37 • 16min
China's EV Dominance and Global Trade Dynamics
17:23 • 3min
China's Investment Landscape: Challenges and Transformations
20:44 • 9min
Comparative Analysis of Investment Strategies in China and Japan
29:46 • 3min
Navigating Risks and Opportunities in China's Market
32:29 • 2min
Navigating the Challenges in China's Investment Landscape
34:02 • 3min