With Japan shifting monetary gears and global liquidity in flux, could capital rotate from developed markets back into Asia?

We’re very lucky this month to have special host, James Gruber, Editor for investment newsletter Firstlinks who sat down with Fidelity’s Asia expert, Anthony Srom where they discuss a scenario few investors are pricing in.

They also discuss why Anthony thinks China is no longer ‘uninvestable’, his contrarian plays for ASEAN markets and Indian financials and why he’s not buying into the hype of AI.

Learn more about the Fidelity Asia Active 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.