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Credits

Producers: Patrick Graham, Judy Chen, Rory Fong, Dan Tham
Studio operators: Keith Chuen, Tommy Su, Kelvin Sim
Post production: Tommy Su
Additional support from Alexis Horsburgh and Shani Semenec
Editor: Seb Morton-Clark

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Credits

Producers: Patrick Graham, Rachel Reed
Studio operators: Alex Willcox
Post production: Connor Baillie 
Social producer: Ben Traynor 
Design: Mark Hamilton
Editor: Seb Morton-Clark

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Seb Morton-Clark is joined in the studio by Capital Markets Strategist Carsten Roemheld to analyse views from a range of  Fidelity's investment experts including CIO for Equities Niamh Brodie-Machura, CIO for Fixed Income Marion Le Morhedec, Global Head of Macro Salman Ahmed, and Multi Asset Portfolio Manager George Efstathopolous as they consider the state of the Strait of Hormuz and where next for markets. 

Watch the podcast on YouTube

Watch the Fidelity webinar

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In the latest episode of The Investor’s Guide to Asia, portfolio managers Nick Price and Cynthia Chen explore all this and more to explore why Chinese equities continue to play a pivotal role in global portfolios. Hosts Taosha Wang and Stuart Rumble guide the conversation, unpacking what long‑term investors need to understand about China’s evolving market dynamics.

We also hear from Analyst Bunny Huang, reporting on the ground in Shanghai, where she speaks directly with shoppers about what’s driving their spending habits. And Asia Economist Peiqian Liu joins us fresh from the National Party Congress in China to share her immediate takeaways and what they could mean for the region’s economic outlook.

Please note that this podcast was recorded on March 3.

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With Stuart Rumble and Toasha Wang. Additional contributions from Portfolio Manager Terence Tsai and Asia Economist Peiqian Liu.

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Plus: analyst Srishti Sinha on the risks to a US power sector flooded with datacentre investment.  

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With additional contributions from Asia Economist Peiqian Liu, who gives us her take on China's 4th plenum, and Analyst JaeMin Shim.

Hosted by Stuart Rumble and Toasha Wang.

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Click here for an extended interview with Salman on what older populations mean for economies and the wider world.

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With additional contributions from real estate credit analyst Othman El Iraki. 

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Watch more from Jonny's research trip to Silicon Valley here. 

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And Fidelity's Asia economist Peiqian Liu shares an update on the macro backdrop and the impact of the latest tariff announcements on the region. 

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And analyst Andressa Tezine explains why 2025 might be the year for emerging markets and where to look for yield.

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And analyst Emma Newey Clark explains to Patrick Graham how she's scenario planning for what happens next in the pharmaceutical sector. 

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With additional contributions from analyst Kitty Yang on why there's now money to be made in Japanese banks.

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And hear why Fidelity’s analysts think tariffs will be more punitive for America than Asia, with Ben Traynor.

(This discussion was recorded on April 9th).

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What do leadership teams think about the impact of a new US administration? Where can investors seek value in China? And how are companies embracing AI?

Fidelity International’s annual Analyst Survey answers these questions and more.

Ben Moshinsky is joined by Co-Chief Investment Officer Niamh Brodie-Machura, and analysts Evan Delaney, Alex Dong and Emma Newey Clark to dig through the results. 

You can read Fidelity International's 2025 Analyst Survey in full on your local Fidelity website or here. 

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Who is right? Is China a treasure trove or a value trap? What more can policymakers do to restore confidence? And how should stock pickers adapt to an evolving Chinese economy?

In this special episode, Marty Dropkin, Head of Equities, Asia Pacific, investigates both sides of this debate with the help of two veteran portfolio managers at Fidelity International: Dale Nicholls, who plays China bull, and Nick Price, who presents the bear case.

With an additional contribution from Asia Economist Peiqian Liu.

READ

Read a summary of this episode here.

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As the world’s major economies take increasingly divergent paths in search of growth - where should investors be looking for opportunities?

Carsten Roemheld, Capital Markets Strategist at Fidelity, is joined by Steve Ellis, Global Chief Investment Officer for Fixed Income, Rosanna Burcheri, an equities Portfolio Manager, and Marty Dropkin, Head of Equities for Asia Pacific, to discuss this and how they are positioning for the year ahead.

You can read Fidelity International's 2025 Outlook in full here.

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In this episode, Marty Dropkin, Head of Equities, Asia Pacific, is joined by portfolio manager Hyomi Jie and investment analyst Sherry Qin to discuss the origin of Chinese e-commerce platforms and follow their journey across the world. 

With additional contributions from investment analyst Elroy Ng.

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It’s going to need astronomical levels of capital, a reconfiguration of markets, and radical regulation. And it needs to happen fast. If you’re an investor trying to align portfolios with climate pathways as well as capture all of the opportunities that are out there related to the energy transition - it's a lot to think about.

In this edition of Fidelity Answers, Katie Constance, Head of Sustainability for European distribution, is joined by Gabriel Wilson-Otto, Head of Sustainable Investing Strategy, and Portfolio Managers Kris Atkinson and James Richards to discuss the practical steps investors can take, where the risks lie, and importantly where to look for those opportunities.

With additional contributions from Adrian Benedict and Nina Flitman.

You can read our practitioners guide in full here, or on your local Fidelity website.

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So far, these policies have focused on shoring up demand - unlike after the financial crisis, when China spent trillions of renminbi to expand supply. That is an importance difference because it implies policymakers remain disciplined in the way they choose to manage debt.

Marty Dropkin, Head of Equities, Asia Pacific, asks Fidelity International’s Director of Research for Fixed Income, Asia Pacific, Bich Nguyen, and Fixed Income Portfolio Manager, Tae Ho Ryu, about how investors should approach the issue.

With an additional contribution from Portfolio Manager Olivia He.

This episode was recorded on September 12th, 2024, before the most recent policy measures were announced.

READ

Read a summary of this episode here.
 
Read our analysis on how China keeps its debt in order here.
 
For a more in-depth take on China’s bond market, listen to the previous podcast episode on the renminbi here.

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Marty Dropkin, Head of Equities, Asia Pacific, is joined by Monica Li, Fidelity International’s Director of Research for China. With additional contributions from three of the company’s portfolio managers who have recently returned from a research trip in China: Dale Nicholls, Taosha Wang, and Madeleine Kuang. 

READ

To read more on the three megatrends discussed in this podcast, please visit fidelityinternational.com

Marty and Monica also discussed the Third Plenum - an important economic policy meeting that took place recently. For our analysis on that, read this article here.

For a more in-depth take on China’s currency and interest rates, listen to the previous podcast episode on the renminbi here.

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With additional contributions from Portfolio Manager Ilia Chelomianski.

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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.

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But recent policy shifts - both domestically and internationally - have obscured that structural story. Is it time for investors to pause and rethink their approach to the sector? Or should they double down for the growth opportunity at current valuations?

To help answer these questions, Marty Dropkin, Head of Equities, Asia Pacific, is joined by two of Fidelity International’s portfolio managers who invest in Chinese healthcare: Hyomi Jie and Tina Tian.

With additional contributions from healthcare analysts Duanting Zhai and Lizheng Zhu.

They also talked about Hyomi and Duanting’s recent article on medical device makers in China. To read that article and find out more about China’s healthcare sector, please visit fidelityinternational.com or click the following link: https://www.fidelityinternational.com/editorial/article/will-an-older-china-unleash-the-potential-for-homegrown-medical-tech-84e45f-en5/

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With additional contributions from Global Co-CIO Andrew McCaffery.

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Dividends and buybacks are moving up the agenda of regulators and companies in China, generating interest for investors across the market, even in sectors of the so-called ‘old’ economy.

In this episode, Catherine Yeung, Investment Director, and Marty Dropkin, Head of Equities for Asia Pacific, are joined by two of Fidelity International’s portfolio managers: Lynda Zhou and Dale Nicholls. Together, they explore a change in the mindset of Chinese management teams, which industries are most prepared to ramp up payouts for their shareholders, and the role of regulators and investors in the process.

With additional contributions from Shanghai-based analyst Bunny Huang and Singapore-based Portfolio Manager Jochen Breuer.

Read
To read more on the rise of dividends in Asia, please visit fidelityinternational.com to find Lynda and Jochen’s recent article or click the following link: https://www.fidelityinternational.com/editorial/article/asian-stocks-enter-the-dividend-age-b65424-en5/

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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.
 
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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.

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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.com

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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.

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With additional contributions from Lee Sotos and Patrick Graham. 

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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.com

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With additional contributions from Fidelity's Chief Sustainability Officer Jenn-Hui Tan, Head of European Real Estate, Neil Cable, and Head of Private Credit Strategies, Michael Curtis. 

You can read Fidelity's 2024 Outlook in full here. 

Do you have a question you'd like to put to one of Fidelity's investment team? We're handing the microphone over to you again for our next episode. To take part please send your investment related question to editorial@fil.com by Friday 1st December, and we'll put the best ones to our experts. Look forward to hearing from you!

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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.com

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With additional contributions from Multi Asset Portfolio Manager Caroline Shaw.

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What can we learn from Japan’s experiences? Is there a policy playbook there for how to respond to similar economic pressures for China, or indeed, any other country confronting these challenges?

In October’s episode, Catherine Yeung, Investment Director, and Marty Dropkin, Head of Equities, Asia Pacific, are joined by Miyuki Kashima, Head of Investments, Japan, and Eric Nie, Co-Head of Investments, China, to talk through the lessons learned from Japan’s economic journey and what’s going on in China today.

With additional contributions from Ying Lu, Analyst & Portfolio Manager, and Reggie Pan, Investment Analyst.
 
Read more at fidelityinternational.com

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And Nina Flitman takes a look at what the destocking trend in the chemicals sector could tell us about wider market stress with three analysts who cover the industry from different asset class perspectives. You can read more on their discussion here. 

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At the same time, China has been pushing to increase the use of the renminbi in international markets with the hope that someday it could challenge the dollar as a major reserve currency. This comes despite China's capital account remaining mostly closed and the renminbi not being freely convertible, and also despite the dollar's current dominance as the world's go to safe haven asset.

In July’s episode, Catherine Yeung, Investment Director, and Marty Dropkin, Head of Equities, Asia Pacific, ask Portfolio Manager, Morgan Lau, and Asia Economist, Peiqian Liu, how far can de-dollarisation go? Could it disrupt how companies or countries pay for imports and exports? Or even how the US funds itself as the world's biggest debtor nation?

With additional contributions from Amit Goel, Portfolio Manager, Monica Li, Director of Research, and Shing Zhu, Investment Analyst.
 
Read more at fidelityinternational.com

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At the beginning of June, Fidelity’s global investment team embarked on a research trip to Shanghai and Hefei in eastern Anhui province where they met with dozens of companies. To get their on-the-ground insights, Catherine Yeung, Investment Director, and Marty Dropkin, Head of Equities, Asia Pacific, are joined in this episode by portfolio managers Dale Nicholls and Hyomi Jie.
 
With additional contributions from Eric Zhu, Research Associate, and Eric Tse, Investment Analyst.
 
Read more at fidelityinternational.com

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With additional contributions from Oliver Newman and Nina Flitman.

You can read more of our private markets coverage here.

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Back in the studio, Richard Edgar is joined by Fidelity International's Global Head of Stewardship and Sustainable Investing, Jenn-Hui Tan, to discuss why investors should be aware of nature loss. 

With additional contributions from Portfolio Manager Velislava Dimitrova and Director of the Natural History Museum in London, Dr Doug Gurr. 

You can hear Dr Gurr's conversation with Richard in full here. 

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But that appeared to come to a screeching halt when the world was hit by the triple blow of Omicron spreading globally, the war in Ukraine breaking out, and the Fed starting to hike interest rates. For some people, it looked like fighting climate change took a back seat as priorities shifted towards energy security and economic stability.

Coming back to 2023: China is still the biggest greenhouse gas emitter. But has the country slipped on its path to decarbonisation? Or is progress indeed moving ahead?

In this episode, Catherine Yeung, Investment Director, and Marty Dropkin, Head of Equities, Asia Pacific, are joined by Flora Wang, Portfolio Manager & Head of Stewardship, Asia, and Dhananjay Phadnis, Portfolio Manager.
 
With additional contributions from Senan Yuen, Head of Investments, China, Bunny Huang, Investment Analyst, and James Richards, Senior Industry Analyst.
 
Read more at fidelityinternational.com

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Richard Edgar is joined by Global Macro Economist Anna Stupnytska and Portfolio Managers Kris Atkinson and Caroline Shaw to discuss how investors can rise to the challenge.

With additional contributions from Fidelity's Global Head of Investment Research Ned Salter.

Listen to more from Ned's Trade Offs series here.

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In this episode, Catherine Yeung, Investment Director, and Marty Dropkin, Head of Equities, Asia Pacific, are joined by Terence Tsai, Analyst and Portfolio Manager, and Tina Tian, Portfolio Manager, as they discuss China's evolving role in the global tech hardware supply chain, the effects of the ‘Chip War’ with US, and what it all means for the economy and investors.
 
With additional contributions from Miya Huang, Innovation Intelligence Lead in Dalian; Zaf Tiu, Research Associate in Singapore; Chandrasekhar Sridhar, Analyst & NDA in Mumbai; Vivian Pai, Fund Manager, Taipei; Jonathan Tseng, Equity Research Analyst, London; and Vivian Wang, Investment Analyst in Hong Kong.  
 
Read more at fidelityinternational.com

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Asia Economist Peiqian Liu also joins Richard to discuss what China's recovery looks like on the ground.

You can read more analysis on SVB and the fallout on your local Fidelity website or here.

Opening clip:

US President Joe Biden, March 13th, Sky News

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Hear about the investment implications of that interview in this episode, recorded in November 2022, where Ned is joined by Senior Industry Analyst James Richards and Global Head of Fixed Income Research Gita Bal.

Listen to the full interview here.

Read and watch more on this interview here.

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In this final episode of the series, recorded in October 2022, Ned Salter, Global Head of Investment Research, talks to Bunge Chief Executive Greg Heckman about the choices and trade offs he's been making since taking the helm in 2019.

Listen to the Trade Offs Analysis for the investment implications of this interview with Fidelity's experts.

Read and watch more on this interview here.

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Rupert Soames joined Serco as chief executive in 2014 and completed his tenure at the end of 2022. In this straight-talking interview, Fidelity International's Global Head of Investment Research Ned Salter hears about his ESG lessons and in particular the social component: could Serco pay their staff more? Yes, but they'd lose business. Should they carry out controversial government policy? Yes, if it's the mandate of a democratically elected government. Is ESG investing a good thing? Not in its more zealous forms, no.

Hear him explain these answers in this episode, and why he sees public scrutiny as an essential part of the job, and then listen to Fidelity's investment team explain the significance of what's been said here.

This interview was recorded in July 2022.

Watch video clips and read bonus material from the interview here.

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In this episode of Trade Offs Fidelity's investment team use highlights from the interview with Serco's former Chief Executive Rupert Soames to illustrate how investors should be considering the 'S' of ESG and why its importance is only set to rise. 

Ned Salter, Global Head of Investment Research, is joined by Equity Research Analyst Dominic Hayes and Head of Strategic Initiatives for Global Investment Research Fiona O'Neill.

Listen to the full interview with Rupert Soames here.

Watch video clips and read bonus material from the interview here.

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For answers to these questions (and many more), we’ve asked 152 of Fidelity International’s investment analysts for their views – and brought it all together into the annual Analyst Survey.

Fiona O'Neill, Head of Strategic Initiatives for Global Investment Research, and Gita Bal, Global Head of Fixed Income Research, join Richard Edgar to dig through the results. 

With additional contributions from Fidelity International's Chief Executive Anne Richards, Global Equities Portfolio Manager Ashish Kochar and analysts Serhat Birbilen, Michael Gaynor and Vivian Wang. 

You can read the Analyst Survey in full here, or at your local Fidelity website.

Follow this link to Trade Offs, our new podcast where we interview CEOs about the tough choices they're making when it comes to ESG.

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In the short term, Covid infections have been disrupting manufacturing as well as logistics networks but there are also some longer-term forces at play. The world looks different today than it did even just a few years ago, before the pandemic. The US-China trade war has prompted companies everywhere to hedge geopolitical risks by diversifying their manufacturing into other markets and shortening their supply chains. The slow burn demographic challenge is also pushing up manufacturing costs.

In this episode, Catherine Yeung, Investment Director, and Marty Dropkin, Head of Equities, Asia Pacific, are joined by Evelyn Huang, Multi Asset Portfolio Manager, and Lynda Zhou, Equity Portfolio Manager, to discuss China's rapid reopening and what it means for the country's growth outlook, for its manufacturing competitiveness, and for investors looking to position themselves for the next phase. With additional contributions from James Trafford, Analyst and Portfolio Manager.

Read more at fidelityinternational.com

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Mr Simonelli talks to Fidelity International's Global Head of Investment Research Ned Salter about the pros and cons of natural gas at a time of political upheaval and the trade offs he faces while balancing energy security with emissions targets.

Listen to the analysis of this interview by Fidelity's investment team here.

Watch video clips and read bonus material from the interview here.

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Ned Salter, Global Head of Investment Research, is joined by Analyst and Portfolio Manager Paul Gooden and Portfolio Manager Rosanna Burcheri.

Listen to the full interview with Lorenzo Simonelli here.

Watch video clips and read bonus material from the interview here.

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Founded in the mid-19th century, Bayer is one of Germany's oldest companies. Originally a pure pharmaceuticals manufacturer it diversified into crop science with the purchase of the agribusiness Monsanto in 2019. Its chief executive, Werner Baumann, has overseen that shift and with it the juggling of food security, conservation, and the welfare of farmers and consumers worldwide.

In this second instalment of Trade Offs, Mr Baumann talks to Fidelity International's Global Head of Investment Research Ned Salter about he works to align those issues and what Bayer is doing to boost crop yields while remaining environmentally and socially sustainable.

Listen to the analysis of this interview by Fidelity's investment team here.

Watch video clips and read bonus material from the interview here.

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Ned Salter, Global Head of Investment Research, is joined by Equity Research Analyst Panpan Xiao and Portfolio Manager Dmitry Solomakhin.

Listen to the whole interview here.

Watch video clips and read bonus material here.

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He talks to Fidelity International's Global Head of Investment Research Ned Salter about how he balances the needs of all stakeholders and the trade offs he faces in guiding Bank of America and the companies it works with on a credible path to sustainability.

Listen to the analysis of this interview by Fidelity's investment team here.

Watch video clips and read bonus material from the interview here.

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Ned Salter, Global Head of Investment Research, is joined by Senior Cross Asset Financials Analyst Lee Sotos and Portfolio Manager Rosanna Burcheri.

Listen to the whole interview here.

Watch video clips and read bonus material here.

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From finance to energy to agriculture, how do business leaders balance the needs of all stakeholders and what are the trade offs they have to make in the process?

Ned Salter, Global Head of Investment Research at Fidelity International, interviews chief executives in critical sectors about the difficult decisions they face when it comes to ESG.

Episode One with Bank of America's Brian Moynihan coming soon to Fidelity Answers.

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If you’ve been inspired to send in a question, our inbox is still open! You can send your questions to editorial@fil.com, and we’ll pick the best ones to put to our investment team in the new year. Looking forward to hearing from you.

You can hear more from Marty Dropkin in the latest Investors Guide to China podcast here.

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In fact, we've seen a drumbeat of announcements about the world's biggest investment companies, Fidelity International included, moving deeper into China's onshore market, either by setting up wholly-owned local subsidiaries or, for instance, many global banks who have been taking control of their existing joint ventures.

In this episode, Catherine Yeung, Investment Director, and Marty Dropkin, Head of Equities, Asia Pacific, are joined by Jing Ning, a senior advisor for China equities, and Alvin Cheng, Fixed Income Portfolio Manager, to discuss how China’s local markets and its onshore investment industry are opening, expanding, and ever evolving.
 
With additional contributions from Helen Huang, Managing Director, China, Senan Yuen, Head of Investment, China, and Lily Cong, Chief Representative, Beijing Representative Office.
 
Read more at fidelityinternational.com

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With additional contributions from Salman Ahmed, Global Head of Macro and Strategic Asset Allocation, and Michael Curtis, Head of Private Credit Strategies. 

Do you have a question you'd like to put to one of Fidelity's investment team? We're handing the microphone over to you for our Christmas episode. To take part please send your investment related question to editorial@fil.com by Tuesday 13th December, and we'll put the best ones to our experts. Look forward to hearing from you!

You can read Fidelity's 2023 Outlook in full here.

Opening clips:

Hallie Jackson, NBC News, September 27th 2022

Robin Brant, BBC News, March 28th 2022

NBC News, July 13th 2022

Victoria Valentine, BBC News, February 24th 2022

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Against an evolving backdrop of signature policies like common prosperity and dual circulation, China is seeing weak external demand creating challenges for manufacturers. Moreover, monetary policy is diverging between China and the rest of the world, not to mention Covid-related restrictions where domestic consumers are changing their spending patterns as the rest of Asia eyes China's reopening.
 
In this episode, Catherine Yeung, Investment Director, and Marty Dropkin, Head of Equities, Asia Pacific, are joined by Morgan Lau, Fixed Income Portfolio Manager, and Monica Li, Director of Research, Equities.
 
With additional contributions from Victoria Mio, Head of Equity Research, Asia Pacific, and Ben Li, Analyst & Portfolio Manager.
 
Read more at fidelityinternational.com

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Investors in private assets, particularly in equities, for many years have considered Asia and especially China as one of the most exciting markets anywhere. And while there have been challenges and setbacks along the way, the private asset space in Asia and China continues to develop at a really impressive pace.
 
In this episode, Catherine Yeung, Investment Director, and Marty Dropkin, Head of Equities, Asia Pacific, are joined by Jarlon Tsang, Managing Partner & Head of China at Eight Roads, and Jackie Chien, Director of Capital Markets.
 
With additional contributions from portfolio managers Vivian Liu and Dale Nicholls.
 
Read more at fidelityinternational.com

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Read more from Steve at fidelityinternational.com or your local Fidelity website.

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fidelityinternational.com/survey

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But developments on the ground in China show how stereotypes like this are swiftly becoming outdated. The country's markets have been changing shape over the last decade as institutional influence expands in the onshore market and foreign investors increase their exposure. A growing awareness of ESG has followed close behind.

In this episode, Catherine Yeung, Investment Director, and Marty Dropkin, Head of Equities, Asia Pacific, are joined by two of Fidelity’s sustainable investment team: Director of Sustainable Investing & Portfolio Manager Flora Wang and Global Head of Stewardship and Sustainable Investing Jenn-Hui Tan.

With additional contributions from Richard Edgar, Editor-in-Chief, Eric Zhu, Consumer Staples Analyst, and Binyu Zhao, Sustainable Investing Associate.

Read more at fidelityinternational.com 

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With additional contributions from Global Chief Investment Officer Andrew McCaffery.

Listen to the full interview with Andrew McCaffery here.

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fidelityinternational.com/survey

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Opening clips:

Norah O'Donnell, CBS Evening News

Greg Milam, Sky News

BBC News

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fidelityinternational.com/survey

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To dig through the findings Richard Edgar is joined by Global Head of Research for Fixed Income Gita Bal, Head of Strategic Initiatives for the Global Investment Research Team Fiona O'Neill, and Fixed Income Portfolio Manager Kris Atkinson. 

With additional contributions from Global Chief Investment Officer Andrew McCaffery and analysts Marcel Stötzel and Eric Zhu.

You can read more from this year's ESG Analyst Survey here.

Listen to Andrew's CIO update here.

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Help us make podcasts that give you, our listeners, what you want. Take this short survey and we'll enter you in to a prize draw for £250 of Amazon vouchers or the equivalent donation to a charity of your choice. Entries close September 10th. Go on, click on the link - we really want to hear what you have to say.

fidelityinternational.com/survey

See omnystudio.com/listener for privacy information.

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Help us make podcasts that give you, our listeners, what you want. Take this short survey and we'll enter you in to a prize draw for £250 of Amazon vouchers or the equivalent donation to a charity of your choice. Entries close September 10th. Go on, click on the link - we really want to hear what you have to say.

fidelityinternational.com/survey

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With additional contributions from Fidelity's Global Chief Investment Officer Andrew McCaffery, and analysts Ben Eaton and Calum Emslie. 

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Catherine Yeung, Investment Director, and Marty Dropkin, Head of Asian Fixed Income & Hong Kong Investments, are joined by Fixed Income Portfolio Manager Belinda Liao and Equity Analyst & Portfolio Manager Terence Tsai to discuss how China is navigating through these supply chain disruptions.

With additional contributions from Charvi Pandey, Equity Analyst, and Ben Li, Equity Analyst & Portfolio Manager.

Read more at fidelityinternational.com

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With additional contributions from Director of Global Equity Research, Fiona O'Neill.

Read the latest thinking from Fidelity International here. 

Read Salman's piece on Remapping China risks.

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To help explore China's debt markets, Catherine Yeung, Investment Director, and Marty Dropkin, Head of Asian Fixed Income & Hong Kong Investments, are joined by George Efstathopoulos, Multi-Asset Portfolio Manager, and Monica Li, Equities Director. With additional contributions from Olivia He, Portfolio Manager, and Claire Xiao, Credit Analyst.

Read more at fidelityinternational.com

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Carsten Roemheld digs through the key findings with Global Head of Research for Fixed Income Gita Bal, Director of Global Equity Research Fiona O'Neill, and Portfolio Manager Caroline Shaw. With additional contributions from Global Chief Investment Officer Andrew McCaffery and analysts and portfolio managers Cenk Simsek, Rebecca Clements and Alice Li.

Read the full annual Analyst Survey from Fidelity International here.

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Carsten Roemheld is joined by Global Economist Anna Stupnytska and multi-asset Portfolio Managers Charlotte Harington and Matt Quaife. With additional contributions from Energy Analyst and Portfolio Manager Paul Gooden. 

Read more at fidelityinternational.com

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This is an edited version of the video interview which you can watch here along with more from Fidelity International's Sustainable World Summit.

Read more at fidelityinternational.com or your local Fidelity website.

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Carsten Roemheld is joined by Fidelity's Head of Corporate Sustainability and Enterprise Relationships, Victoria Kelly. 

Watch interviews and highlights from Fidelity's Sustainable World Summit here. 

Read more at fidelityinternational.com or your local Fidelity website.

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To help investigate these questions and more, Paras Anand, Global Chief Investment Officer for Asia Pacific, is joined by three of Fidelity’s portfolio managers, each with a keen interest in the changes underway in China’s population: Aneta Wynimko, Hyomi Jie, and Morgan Lau. With additional contributions from Casey McLean, Portfolio Manager, Catherine Yeung, Investment Director, Lily Cong, Chief Representative for Fidelity’s Beijing Representative Office, and Ren Cheng, Senior Research Advisor at Fidelity Investments in the US.

Read more at fidelityinternational.com

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Richard Edgar is joined by Steve Ellis, Global Chief Investment Officer for Fixed Income, Romain Boscher, Global Chief Investment Officer for Equities, Anna Stupnytska, Chief Economist, with additional contributions from Neil Cable, Head of European Real Estate investing. 

Read Fidelity International's 2022 Outlook

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Richard Edgar is joined by Global Head of Macro and Strategic Asset Allocation Salman Ahmed, and two portfolio managers already investing with climate-focused strategies: Cornelia Furse and Kris Atkinson. With additional contributions from Global Chief Investment Officer Andrew McCaffery.

Read more at fidelityinternational.com

Listen to the full Andrew McCaffery interview here

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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.

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Richard Edgar is joined by Global Economist Anna Stupnytska, Head of Asia Fixed Income Marty Dropkin, and global equities Portfolio Manager (and a contrarian investor) Dmitry Solomakhin. With additional contributions from global Chief Investment Officer Andrew McCaffery.

Listen to the full interview with Andrew McCaffery here.

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Richard Edgar adjudicates as analysts Johnny Tseng, Emma Newey, and Alex Laing as they present to portfolio managers Charlotte Harington and Aditya Khowala. We also hear about Fidelity's core asset allocation from Global Chief Investment Officer Andrew McCaffery. 

Listen to the full interview with Global CIO Andrew McCaffery.

To read more go to fidelityinternational.com.

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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.

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Joining Richard are Global Economist Anna Stupnytska, Multi Asset Portfolio Manager Matt Quaife, and Chief Investment Officer for Fixed Income Steve Ellis. With additional contributions from Global Chief Investment Officer Andrew McCaffery and Global Macro Strategist Max Stainton.

Listen to the full interview with Global CIO Andrew McCaffery here.

Read more at fidelityinternational.com.

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To discuss these and more findings from the analysts Richard Edgar is joined by editor of the survey George Watson, Head of Global Research for Fixed Income Gita Bal, and Director of Equities in Europe, Terry Raven. We also hear from some of the analysts themselves: Alex Laing, Lulu Xiong, and Karens Muljadi.

You can read the survey in full here: fidelityinternational.com

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To hear about some of the unsung heroes of the Asia Pacific region Richard Edgar talks to Hong Kong-based investment director Catherine Yeung, and portfolio managers Dale Nicholls in Singapore and Paul Taylor in Australia. We also hear from Global CIO Andrew McCaffery on how Fidelity's core allocation is positioned for this phase of the pandemic.

Listen to the full interview with Andrew: Fidelity CIO on why we're calling it a miniboom

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