Click here for more episodes from this series.

Fundamentals is a new show from Fidelity Answers that taps the brains of our analysts for on-the-ground insights from around the world about the industries and businesses you're investing in. From trends to disruptions, from political upheavals to changing regulation, how are corporates responding to the growing complexity of global business and less predictable markets? Who will be the winners and who the losers?

-> Advances in material technology are paving the way for a smartphone revolution and it looks as though China will be the one leading the way. In fact China, long regarded as a copycat and laggard in the tech sector, is set to become a world leader not just in smartphones but a whole host of other related industries. What could this mean for the way you use your phone? What about the impact on suppliers and other big players in the smartphone sector? And how should investors be thinking about what could be the biggest gear shift in the industry since Apple launched the iPhone? 

In this podcast, Asia Editor Neil Gough talks to Fidelity's Casey McLean, an equity analyst covering tech hardware, semiconductors and the smartphone supply chain across Asia, and Peter Carter, an equity analyst with a focus on tech hardware and industrial automation in China.

<a href="https://omny.fm/shows/for-investment-professionals-only/playlists/fundamentals-the-investment-research-podcast">Click here for more episodes from this series.</a>
Fundamentals is a new show from Fidelity Answers that taps the brains of our analysts for on-the-ground insights from around the world about the industries and businesses you're investing in. From trends to disruptions, from political upheavals to changing regulation, how are corporates responding to the growing complexity of global business and less predictable markets? Who will be the winners and who the losers?
-&gt; Advances in material technology are paving the way for a smartphone revolution and it looks as though China will be the one leading the way. In fact China, long regarded as a copycat and laggard in the tech sector, is set to become a world leader not just in smartphones but a whole host of other related industries. What could this mean for the way you use your phone? What about the impact on suppliers and other big players in the smartphone sector? And how should investors be thinking about what could be the biggest gear shift in the industry since Apple launched the iPhone?&nbsp;
In this podcast, Asia Editor Neil Gough talks to Fidelity's Casey McLean, an equity analyst covering tech hardware, semiconductors and the smartphone supply chain across Asia, and Peter Carter, an equity analyst with a focus on tech hardware and industrial automation in China.

Fidelity Answers is a podcast channel from Fidelity International's editorial team. From tech cycles to The End of the Cycle, from downside protection to the upside of ESG, we bring you in depth conversations and the latest ideas from our analysts, portfolio managers and investment directors to explore the latest investment thinking.

As well as topical standalone episodes you'll find our series 'The Investor's Guide to China' where we put the economic powerhouse under the microscope with on-the-ground experts; and 'Fundamentals', a series where the analysts discuss the implications of their latest research, from 5G technology to the plight of the Orangutan. 

***If you enjoy Fidelity Answers then whey not listen to our other show, 'Rich Pickings: Fidelity's Asset Allocation Podcast', where each month we dive into the latest market trends with Fidelity's asset allocation group, asking them how they're positioned and why. What will the portfolio managers reveal about their investment strategies? What are the team's hot cakes this month? And what would they drop like a hot potato? 

Fidelity Answers is a podcast channel from Fidelity International's editorial team. From tech cycles to The End of the Cycle, from downside protection to the upside of ESG, we bring you in depth conversations and the latest ideas from our analysts, portfolio managers and investment directors to explore the latest investment thinking.
As well as topical standalone episodes you'll find our series 'The Investor's Guide to China' where we put the economic powerhouse under the microscope with on-the-ground experts; and 'Fundamentals', a series where the analysts discuss the implications of their latest research, from 5G technology to the plight of the Orangutan.&nbsp;
***If you enjoy Fidelity Answers then whey not listen to our other show, 'Rich Pickings: Fidelity's Asset Allocation Podcast', where each month we dive into the latest market trends with Fidelity's asset allocation group, asking them how they're positioned and why. What will the portfolio managers reveal about their investment strategies? What are the team's hot cakes this month? And what would they drop like a hot potato?&nbsp;

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

Fidelity Answers: The Investment Podcast

Fidelity Answers is an investor's podcast channel from Fidelity International. Looking for invaluable sector and market commentary? Then this is the place for you. From downside protection to the upside of ESG, we bring you in depth conversations and the latest ideas from our analysts and portfolio managers to explore the best investment thinking. 

Fidelity Answers is an investor's podcast channel from Fidelity International. Looking for invaluable sector and market commentary? Then this is the place for you. From downside protection to the upside of ESG, we bring you in depth conversations and the latest ideas from our analysts and portfolio managers to explore the best investment thinking.

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