Twenty years ago, Asia was the world’s factory floor. Today, it’s powering the future of EVs, semiconductors, and AI. Join Fidelity’s Gary Monaghan and Lukasz de Pourbaix as they unpack how the region has evolved, what’s stayed the same, and where the biggest opportunities lie for the years ahead.

Want more? Discover the Fidelity Asia Fund and ETF

We’d love to hear from you! Email us at PodcastsAustralia@fil.com with suggestions for episodes or guests. For more information on Fidelity visit fidelity.com.au.

Read our full disclaimer. This episode was recorded 3 July 2025.

Twenty years ago, Asia was the world&rsquo;s factory floor. Today, it&rsquo;s powering the future of EVs, semiconductors, and AI. Join Fidelity&rsquo;s Gary Monaghan and Lukasz de Pourbaix as they unpack how the region has evolved, what&rsquo;s stayed the same, and where the biggest opportunities lie for the years ahead.
Want more? Discover the <a href="https://www.fidelity.com.au/funds/fidelity-asia-fund/?utm_medium=podcast&amp;utm_source=soundbites&amp;utm_campaign=AU_2025_ISS-Wholesale_Awareness_Asset-Class-ETF_Traffic_asia&amp;utm_content=English_audio_shownotes_From-factories-to-tech-powerhouse" data-saferedirecturl="https://www.google.com/url?q=https://www.fidelity.com.au/funds/fidelity-asia-fund/?utm_medium%3Dpodcast%26utm_source%3Dsoundbites%26utm_campaign%3DAU_2025_ISS-Wholesale_Awareness_Asset-Class-ETF_Traffic_asia%26utm_content%3DEnglish_audio_shownotes_From-factories-to-tech-powerhouse&amp;source=gmail&amp;ust=1759460858515000&amp;usg=AOvVaw1TSi3FPJB4EDyABvUWmpr_">Fidelity Asia Fund</a>&nbsp;and&nbsp;<a href="https://www.fidelity.com.au/funds/fidelity-asia-active-etf/?utm_medium=podcast&amp;utm_source=soundbites&amp;utm_campaign=AU_2025_ISS-Wholesale_Awareness_Asset-Class-ETF_Traffic_asia&amp;utm_content=English_audio_shownotes_From-factories-to-tech-powerhouse" data-saferedirecturl="https://www.google.com/url?q=https://www.fidelity.com.au/funds/fidelity-asia-active-etf/?utm_medium%3Dpodcast%26utm_source%3Dsoundbites%26utm_campaign%3DAU_2025_ISS-Wholesale_Awareness_Asset-Class-ETF_Traffic_asia%26utm_content%3DEnglish_audio_shownotes_From-factories-to-tech-powerhouse&amp;source=gmail&amp;ust=1759460858515000&amp;usg=AOvVaw1wTX_ISrw1YTqc0u2N16br">ETF</a>
We&rsquo;d love to hear from you! Email us at <a href="mailto:PodcastsAustralia@fil.com">PodcastsAustralia@fil.com</a>&nbsp;with suggestions for episodes or guests. For more information on Fidelity visit&nbsp;<a href="http://fidelity.com.au/" data-saferedirecturl="https://www.google.com/url?q=http://fidelity.com.au&amp;source=gmail&amp;ust=1759460858515000&amp;usg=AOvVaw1zdldGgAmKRItm5zNC5wOg">fidelity.com.au</a>.
<a href="https://www.fidelity.com.au/disclaimers/fidelity-sound-bites-podcast-disclaimer/" data-saferedirecturl="https://www.google.com/url?q=https://www.fidelity.com.au/disclaimers/fidelity-sound-bites-podcast-disclaimer/&amp;source=gmail&amp;ust=1759460858516000&amp;usg=AOvVaw2B09IfP4dlYh91ZFAbc1UC">Read our full disclaimer.</a>&nbsp;This episode was recorded 3 July 2025.

Your direct connection to some of Fidelity Australia's leading portfolio managers. Listen in every month as they tell you what’s on their mind when it comes to markets and, their portfolios, as well as special topical bonus episodes.

Your direct connection to some of Fidelity Australia's leading portfolio managers. Listen in every month as they tell you what’s on their mind when it comes to markets and, their portfolios, as well as special topical bonus episodes.

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