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.

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.

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.

In this special edition of The Investor’s Guide to China, Catherine Yeung, Investment Director, is joined in Hong Kong by Louis-Vincent Gave, the founder and CEO of Gavekal, a leading independent provider of global investment research. They tackle questions from the development of China’s AI landscape and what it means for the country’s youth unemployment, to what the stellar performance of the Chinese bond market means for the country, and the internationalisation of the renminbi. With an additional contribution from Portfolio Manager Tina Tian. Read more at fidelityinternational.comSee omnystudio.com/listener for privacy information.