

The Investor's Guide to Asia
Fidelity International
We bring you ideas from our investment experts across the Asia Pacific region, helping you chart your path through these vibrant markets. With regular macro and market insights on China.
Episodes
Mentioned books

Sep 16, 2019 • 31min
The Investor's Guide to China: Stock picking (#2)
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.

Jun 11, 2019 • 35min
The Investor's Guide to China: Opening up (#1)
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.