What do thousands of company meetings tell investors about the state of the world in 2025?

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. 

What do thousands of company meetings tell investors about the state of the world in 2025?
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&rsquo;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.&nbsp;
You can read Fidelity International's 2025 Analyst Survey in full on your local Fidelity website or <a href="https://www.fidelityinternational.com/editorial/fidelity-answers/">here</a>.&nbsp;

Fidelity Answers is an investor's podcast channel from Fidelity International where we put the questions investors are asking to our portfolio managers and analysts. Looking for invaluable sector views, market commentary, and the best investment thinking? Then this is the place for you.  

Fidelity Answers is an investor's podcast channel from Fidelity International where we put the questions investors are asking to our portfolio managers and analysts. Looking for invaluable sector views, market commentary, and the best investment thinking? Then this is the place for you.&nbsp;&nbsp;

A podcast about markets, economics and business from Fidelity International.

Fidelity Answers: The Investment Podcast

Trump, China, AI: Hear what over a hundred of our analysts have to say

Tariffs and chip export bans don't sound like good news for Asian technology companies. But Fidelity fund manager Tina Tian and equities analyst Jonathan Tseng actually view current geopolitical tension as a positive for investors in the region. Why? Find out as they discuss all things Asia innovation with hosts Stuart Rumble and Taosha Wang.  

Tariffs and chip export bans don't sound like good news for Asian technology companies. But Fidelity fund manager Tina Tian and equities analyst Jonathan Tseng actually view current geopolitical tension as a positive for investors in the region. Why? Find out as they discuss all things Asia innovation with hosts Stuart Rumble and Taosha Wang. &nbsp;

The Investor's Guide to Asia: Innovation

We answer the questions investors are asking. Bottom up? Top down? What’s the best way to look for opportunities in volatile bond markets? Fidelity fund managers James Durance and Mike Riddell talk to hosts Rosie McMellin and Ben Moshinsky about how they’re responding to a sudden shift in the market narrative. 

We answer the questions investors are asking. Bottom up? Top down? What&rsquo;s the best way to look for opportunities in volatile bond markets? Fidelity fund managers&nbsp;James Durance and Mike Riddell talk to hosts Rosie McMellin and Ben Moshinsky about how they&rsquo;re responding to a sudden shift in the market narrative.&nbsp;

Fidelity Answers: Where’s the value in bond markets?

As we wrap up 2024, investors remain divided on the future of the Chinese stock market. Bullish investors are betting on policy support to spark a rebound, while the sceptics see structural challenges capping gains in equities.

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.

As we wrap up 2024, investors remain divided on the future of the Chinese stock market. Bullish investors are betting on policy support to spark a rebound, while the sceptics see structural challenges capping gains in equities.
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 <a href="https://www.fidelityinternational.com/editorial/podcast/the-investors-guide-to-china-podcast-the-bull-vs-bear-debate-3848ef-en5/">here</a>.

Trump, China, AI: Hear what over a hundred of our analysts have to say

Fidelity Answers: The Investment Podcast

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Fidelity Answers: The Investment Podcast

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