The Investor's Guide to Asia

Regulation in China is nothing new. But anyone observing the financial headlines in recent years, and certainly over recent months, will have noted a real pick up in regulatory activity that has affected some of China’s biggest and most dynamic companies. So, how should investors think about this regulatory new normal? Which sectors align with the country’s new strategic goals and ultimately stand to benefit? And how is all of this likely to impact the quality and quantity of economic growth in the world’s second biggest economy? To discuss this recent wave of regulatory action in China, Paras Anand, Global Chief Investment Officer for Asia Pacific, is joined by two of Fidelity’s Hong Kong-based investment team: Dale Nicholls, a Portfolio Manager with a focus on China, and Asia Fixed Income Investment Director, Vanessa Chan. With additional contributions from Fidelity’s Tina Tian, Analyst and Portfolio Manager, David Cochrane, Equity Analyst, Ming Gong, Senior Credit Analyst and Portfolio Manager, and Catherine Yeung, Investment Director. Read more at fidelityinternational.com.See omnystudio.com/listener for privacy information.

China's role in global affairs is more important - and more complex - than ever. From geopolitics and economics to the battle against climate change, the country's participation in global issues presents investors with opportunities but also requires unwavering attention. Central to any analysis must be an understanding of how China hopes to portray itself and why the country seeks certain roles on the world stage. To discuss China's place in the world, Paras Anand, Global Chief Investment Officer for Asia Pacific, is joined by Louis-Vincent Gave, Founder and CEO of Gavekal, a leading independent provider of global investment research. With additional contributions from Arthur Kroeber, Gavekal's Head of Research, Velislava Dimitrova, a Fidelity portfolio manager, and Alice Li, an analyst based in Fidelity's Hong Kong office. Read more at fidelityinternational.com.  See omnystudio.com/listener for privacy information.

In this insightful discussion, Alex Zhang, an equity portfolio manager based in Shanghai, shares his expertise on China's economic landscape. The conversation dives into China's dominance as a global exporter, even amidst trade tensions. Despite challenges like high debt and an aging population, Zhang highlights the appeal of China's capital markets post-pandemic. The panel further unpacks innovation, sustainability, and the evolving bond market, providing foreign investors with valuable insights into navigating this complex environment.

The Investor's Guide to China from Fidelity International takes you deep into the workings of the Chinese economy and its financial markets. Paras Anand, Chief Investment Officer for Asia Pacific, brings you a cast of investment experts working in the world's second largest economy. Hear how they're uncovering this rapidly developing market and avoiding its pitfalls. Episode 7: China's One Belt One Road (OBOR) initiative launched in 2013 as an economic strategy to improve trade connections through a series of massive infrastructure projects. Belt and Road now touches two thirds of the world's population and a third of the global economy. It has not been without its fair share of controversy though and in recent years strained geopolitics have hampered its progress. But could a post pandemic world with a greater emphasis on regionalisation - as witnessed by the recent signing of the Regional Comprehensive Economic Partnership (RCEP) - give Belt and Road a new lease of life and fresh direction? Paras talks to portfolio managers Lynda Zhou and Alex Duffy, and sovereign credit analyst Nathan Sribalasundaram. With additional contributions from portfolio manager Sumant Wahi and Shanghai-based analyst Alex Dong. See omnystudio.com/listener for privacy information.

The Investor's Guide to China from Fidelity International takes you deep into the workings of the Chinese economy and its financial markets. Paras Anand, Chief Investment Officer for Asia Pacific, brings you a cast of investment experts working in the world's second largest economy. Hear how they're uncovering this rapidly developing market and avoiding its pitfalls. Episode 6: China boasts the biggest consumer market in the world by population with large parts of it still under-penetrated. Wealth and technology are fuelling the sophistication of tastes and diversifying demand, often in unexpected ways. Success in this market is only for the most nimble, bold and canny of businesses and mapping the patterns of Chinese consumption is essential to any investor in the region.To understand the trajectory of consumption in the country and what it means for markets, Paras talks with portfolio managers Hyomi Jie and Dale Nicholls, with additional contributions from analysts Ben Li and Jason Fu.See omnystudio.com/listener for privacy information.

The Investor's Guide to China from Fidelity International takes you deep into the workings of the Chinese economy and its financial markets. Paras Anand, Chief Investment Officer for Asia Pacific, brings you a cast of investment experts working in the world's second largest economy. Hear how they're uncovering this rapidly developing market and avoiding its pitfalls. Episode 5: Technology and innovation. It wasn’t long ago that China was regarded as just a manufacturer of finished goods, an imitator rather than an innovator. But now the world is waking up to the technological prowess of China's companies. The proficiency reaches beyond the corporate world too: the online existence we've all been thrown into during lockdowns has long been a way of life for Chinese urbanites.  Talking to Paras about how investors should think about China's growing command of the sector in the context of the country’s broader economy are portfolio managers Raymond Ma and Tina Tian, and senior technology analyst Johnny Tseng, with additional on-the-ground reporting from analysts Yuanlin Lang and Sherry Qin. Click here (or below on Apple podcasts) for more episodes from this series.See omnystudio.com/listener for privacy information.

Discover how China straddles the line between polluter and renewable energy leader. Experts discuss the implications of the nation’s goal to peak carbon emissions by 2030 and the challenges investors face in evaluating sustainability. The podcast also dives into the booming wind power sector and innovative technologies driving efficiency. Additionally, hear about the rising green bond market and the vital role of urbanization in attracting global investment for sustainable initiatives.

The Investor's Guide to China from Fidelity International takes you deep into the workings of the Chinese economy and its financial markets. Paras Anand, Chief Investment Officer for Asia Pacific, brings you a cast of investment experts working in the world's second largest economy. Hear how they're uncovering this rapidly developing market and avoiding its pitfalls. Episode 3: Corporate governance. Trust in Chinese companies has always been a challenge for investors. As more of them list on global indices, management, disclosure, regulatory alignment, and state involvement are all coming into greater focus. The corporate landscape in China is maturing, and levels of transparency and accountability are improving. But investors are still working out how far corporate governance has come in the country and to what extent the trust gap is closing. Joining Paras for this episode are Anthony Bolton, former portfolio manager and now special adviser at Fidelity, and Shanghai-based portfolio managers Lynda Zhou on the equity side and Alvin Cheng for credit. We also hear from analyst Monica Li about her on-the-ground research into China's booming healthcare sector, and from Fidelity's Head of Sustainability, Jenn-Hui Tann, about the emergence of dual-class share listings on China's stock markets. Click here (or below on Apple podcasts) for more episodes from this series.See omnystudio.com/listener for privacy information.

Jing Ning, a senior China equity portfolio manager with 20 years of experience, and Casey McLean, an investment analyst specialized in Chinese tech stocks, share intriguing insights on navigating the complexities of China's equity market. They discuss effective stock picking strategies, the crucial differences between state-owned and private companies, and the trend of premiumization among Chinese consumers. The conversation also emphasizes the significance of on-the-ground research and cultural immersion for successful investments in this rapidly evolving economy.

Paras Anand, CIO for Asia Pacific at Fidelity International, discusses China's capital markets with investment experts. They explore China's openness to investors, index inclusion impact, and navigating market developments amidst global attention. Insightful discussions on Chinese economy indicators, local brands' rise, and household leverage trends.