Lukasz de Pourbaix
Head of Strategic Sales & Solutions at Fidelity Australia with expertise in Asian and Chinese markets, invited to discuss China policy, valuations and investment opportunities.
Best podcasts with Lukasz de Pourbaix
Ranked by the Snipd community
10 snips
Oct 30, 2025 • 31min
The Bull Case for China: What’s Changed & Where to Invest - Lukasz de Pourbaix | Fidelity
Lukasz de Pourbaix, Head of Strategic Sales & Solutions at Fidelity Australia, shares valuable insights on the changing landscape of China's economy. He discusses emerging opportunities, emphasizing a shift in investor sentiment powered by targeted government policies. De Pourbaix examines the valuation gap between Chinese firms and their Western counterparts and highlights the competitive edge in sectors like EVs and renewables. He also advises on specific investment opportunities while cautioning about geopolitical risks and the importance of selective investment strategies.
9 snips
May 29, 2025 • 36min
Why markets are ripping despite all the risks - Lukasz de Pourbaix | Fidelity
Lukasz de Pourbaix, Head of Strategic Solutions at Fidelity, delves into the surprising resilience of stock markets amidst troubling economic data. He discusses the disconnect between market recovery and indicators like declining container volumes and trade tensions. The conversation covers macro forces impacting investments, the demographic challenges of aging populations versus opportunities in younger markets like India, and the importance of effective portfolio diversification in uncertain times.
