The Investor's Guide to Asia

China has responded well to the US trade war. But other, domestically-focused economies, could fare even better. Fidelity fund manager George Efstathopoulos and Asia Economist Peiqian Liu join hosts Stuart Rumble and Taosha Wang to discuss China's prospects for the year ahead and how tariffs could reconfigure investment trends across the region as a whole. With additional contributions from analyst Kitty Yang on why there's now money to be made in Japanese banks.See omnystudio.com/listener for privacy information.

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 privacy information.

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.

Hyomi Jie, a portfolio manager focused on the Chinese consumer, joins investment analysts Sherry Qin and Elroy Ng to unpack the global expansion of Chinese e-commerce giants like Shein and Temu. They discuss how these platforms evolved from manufacturing to global e-commerce leaders and their strategies in competitive markets. Their conversation touches on the impact of politics and regulations in Southeast Asia, the significance of shifting consumer trends post-COVID, and the innovative supply chain strategies that elevate Chinese firms in a crowded marketplace.

Bich Nguyen, Director of Research for Fixed Income at Fidelity International, Tae Ho Ryu, a Fixed Income Portfolio Manager, and Olivia He, another Portfolio Manager specializing in Chinese government bonds, delve into China's economic landscape. They discuss China's recent policies aimed at boosting growth while managing debt, shifting focus from supply expansion to demand stimulation. The conversation covers the dynamics of onshore versus offshore bonds, local government debt, and how these factors impact investment strategies in an evolving market.

Marty Dropkin, Head of Equities for Asia Pacific, and Monica Li, Director of Research for China at Fidelity International, explore exciting investment opportunities in AI, energy transition, and supply chain diversification. They discuss the implications of China's recent economic policies and the critical role of state-owned enterprise reforms. The discussion also delves into the shift towards a 'China Plus One' strategy as companies navigate geopolitical tensions, and how these trends influence investment strategies in the region.

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 Japanese yen? Is currency weakness a cyclical challenge for the country or a structural trend? And what should investors do about it? To help answer these questions, Marty Dropkin, Head of Equities, Asia Pacific, is joined by Asia Economist, Peiqian Liu, and Fixed Income Portfolio Manager, Belinda Liao. With additional contributions from Portfolio Manager Casey McLean. To read more on the renminbi, please visit fidelityinternational.com To read Belinda’s article on hedging, click here. To listen to the previous podcast episode on ‘Japanification’, click here.  See omnystudio.com/listener for privacy information.

Delve into Chinese healthcare's diverse sectors, growth, and challenges amid an aging population. Explore investment opportunities in biotech, traditional medicine, and medical devices. Learn about government regulations, innovation, and market trends affecting Chinese healthcare companies.

Investment Director Catherine Yeung and other experts discuss China's shift towards prioritizing shareholder returns, including dividends and buybacks. They explore changes in management mindset, industries ramping up payouts, and the role of regulators and investors in the process.

Fidelity International's Asia Economist and Eight Roads' Managing Partner discuss Chinese migration trends impacting the economy, city development, unicorn potential, and property markets. They delve into internal migration, urban innovation hubs, local government competition, real estate transformation, and the influence of corporations on home prices. The podcast explores interconnected factors shaping China's future growth and implications for investors.