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 of Fidelity International’s Asia Economist, Peiqian Liu, and Jarlon Tsang, Managing Partner and Head of China at the venture capital firm Eight Roads, Fidelity’s sister company. What role do migrants play in the past, present, and future development of the Chinese economy? Which Chinese provinces and cities could be home to the next unicorn? What do emerging migration patterns mean for China's cities and their businesses? And what does all of it mean for property markets? With additional contributions from Portfolio Manager Hyomi Jie and Shanghai-based analysts Eric Zhu and Fiona Shou. Read more at fidelityinternational.comSee omnystudio.com/listener for privacy information.

Asia and emerging markets are our focus this month. Richard Edgar is joined by Fixed Income Portfolio Manager Paul Greer, Asia Economist Peiqian Liu, and Senior Sovereign Analyst Andressa Tezine to discuss whether they're being overlooked by investors. And, as interest rates pivot and pirouette around the world, where income seekers can find harbour. With additional contributions from Fidelity's Global Macro Economist Anna Stupnytska.  You can read more analysis from Peiqian Liu here, and you can hear more insights on our sister podcast The Investor's Guide to China here.See omnystudio.com/listener for privacy information.

In this episode, Catherine Yeung, Investment Director, and Marty Dropkin, Head of Equities, Asia Pacific, tackle a topic that often flies under the radar, but could in fact hold great potential for investors: China’s bond market. Investors focused on the stock market, and the challenges Chinese property developers are facing, have often overlooked China’s bonds, which have boasted some of the best returns over the past few years. Hong Kong-based Head of Asian Fixed Income, Lei Zhu, and Fixed Income Portfolio Manager, Alvin Cheng, from our independently run mutual fund business in China, join Catherine and Marty to discuss why the same economic narrative about China is playing out so differently in equities and bonds, and where investors should start their search for opportunities in this vast market. With additional contributions from Singapore-based Multi-Asset Portfolio Manager George Efstathopoulos and Shanghai-based Senior Credit Analyst Crystal Cui. Read more at fidelityinternational.comSee omnystudio.com/listener for privacy information.

How confident are CEOs as they lean in to 2024? Is inflation still a major worry for businesses or has it been banished? How concerned are company managers about shifting geopolitics? For well over a decade we’ve been asking our worldwide network of sector analysts these questions (and about 80 more) - to get a unique bottom-up picture of the companies they cover. Their conclusions form Fidelity International's annual Analyst Survey. This month, Fiona O'Neill, Head of Global Cross-Asset Research Capabilities, Gita Bal, Global Head of Fixed Income Research, and Kris Atkinson, Fixed Income Portfolio Manager, join Richard Edgar to dig through the results.  With additional contributions from analysts Liz Brockway, Eric Tse and Aki Takaesu. You can read the Analyst Survey in full here or on your local Fidelity website.See omnystudio.com/listener for privacy information.

Portfolio managers discuss the divided market in 2023, the success of big tech stocks, the resilience of economies, and investment opportunities in Asia. They also explore the development of Japan's economy, concerns about the European market, and share their investment strategies for the year ahead.

In this episode, Catherine Yeung, Investment Director, and Marty Dropkin, Head of Equities, Asia Pacific, explore the critical role of transition materials — minerals and elements, such as lithium, cobalt, and nickel, that are essential to developing and deploying clean energy technologies. Demand for these materials around the world continues to grow so securing a reliable supply of them is a priority for countries trying to get to net zero. China has many of them in abundance and it dominates their production and processing, which in turn makes the country indispensable to a successful and sustainable transition. Catherine and Marty are joined by Analyst and Portfolio Manager, James Richards, from London and Shanghai-based Director of Research for Equities in China, Monica Li, to discuss what investors can do to share in this boom and prepare their portfolios for a greener future. With additional contributions from Hong Kong-based Analyst and Portfolio Manager Karen Zhou and Shanghai-based Sustainable Investing Analyst Binyu Zhao. Read more at fidelityinternational.comSee omnystudio.com/listener for privacy information.

Steve Ellis, Marty Dropkin, Anna Stupnytska, Jenn-Hui Tan, Neil Cable, and Michael Curtis discuss Fidelity's investment outlook for 2024, exploring scenarios of tight monetary policy, soft landing, real estate shifts, sustainability, and the impact of high inflation rates. They also analyze the potential scenarios for China's economy and the importance of nature loss alongside climate change.

Louis-Vincent Gave, founder and CEO of Gavekal, joins Catherine Yeung in Hong Kong to discuss China's AI landscape, the bond market, and the internationalisation of the renminbi. They explore topics such as China's real estate reliance, the rise and fall of Chinese dominance in AI, opportunities and challenges in the AI ecosystem, China's diversification away from US flows, and potential investing opportunities.

Richard Edgar is joined by Steve Ellis, Chief Investment Officer for Fixed Income, Gita Bal, Global Head of Fixed Income Research, and Salman Ahmed, Fidelity’s Global Head of Macro and Strategic Asset Allocation, to discuss whether the levers central banks have to pull are working.   With additional contributions from Multi Asset Portfolio Manager Caroline Shaw.See omnystudio.com/listener for privacy information.

The podcast discusses the economic challenges faced by China, drawing parallels with Japan's experiences. They explore topics such as deflation, monetary policy, and consumer mindset. They also touch on global success of Yakort, China's CPI, aging population, SOEs' adaptation, and Japan as a rewarding market for shareholders.