Click here for more episodes from this series.

Fidelity's investment team has just returned from a research trip to the US West Coast where they met with some of the biggest names in technology. They dug into a range of issues with their hosts including privacy, regulation and competition, as well as the latest innovations and their potential applications. One of the most interesting was 5G, which promises to increase network bandwidth significantly and in the process revolutionise connectivity and consumers' digital experiences. But 5G presents a battleground for supremacy between the US and China. So who will win this high-stakes contest and what else will this disruptive technology do?

Richard Edgar, Editor-in-Chief, talks to Sumant Wahi, Portfolio Manager, and Jonathan Tseng, Senior Technology Analyst. With contributions from Tina Tian, Investment Analyst, Ranjeev Juty, Equity Research Analyst, and Amit Lodha, Portfolio Manager.

<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>
Fidelity's investment team has just returned from a research trip to the US West Coast where they met with some of the biggest names in technology. They dug into a range of issues with their hosts including privacy, regulation and competition, as well as the latest innovations and their potential applications. One of the most interesting was 5G, which promises to increase network bandwidth significantly and in the process revolutionise connectivity and consumers' digital experiences. But 5G presents a battleground for supremacy between the US and China. So who will win this high-stakes contest and what else will this disruptive technology do?
Richard Edgar, Editor-in-Chief, talks to Sumant Wahi, Portfolio Manager, and Jonathan Tseng, Senior Technology Analyst. With contributions from Tina Tian, Investment Analyst, Ranjeev Juty, Equity Research Analyst, and Amit Lodha, Portfolio Manager.

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

Fundamentals is a show from Fidelity International 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?

 

Fundamentals is a show from Fidelity International 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?
&nbsp;

Fundamentals: The Investment Research 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.

Fundamentals: The battle for 5G (and what else we learned in Silicon Valley)

Where people live within China - and why - is fundamental to understanding the country’s changing demographics. That, in turn, has important implications for the Chinese economy, consumption trends, and where investors should be looking.

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.

Read more at fidelityinternational.com

Where people live within China - and why - is fundamental to understanding the country’s changing demographics. That, in turn, has important implications for the Chinese economy, consumption trends, and where investors should be looking.
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.   Read more at <a href="http://www.fidelityinternational.com">fidelityinternational.com</a>

The Investor's Guide to China: Cities and migration (#28)

Asia and emerging markets are our focus this month. Richard Edgar is joined by Fixed Income Portfolio Manager Paul Greer, Asia Economist Peiqian Liu, and Senior Sovereign Analyst Andressa Tezine to discuss whether they're being overlooked by investors. And, as interest rates pivot and pirouette around the world, where income seekers can find harbour.

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.

Asia and emerging markets are our focus this month. Richard Edgar is joined by Fixed Income Portfolio Manager Paul Greer, Asia Economist Peiqian Liu, and Senior Sovereign Analyst Andressa Tezine to discuss whether they're being overlooked by investors. And, as interest rates pivot and pirouette around the world, where income seekers can find harbour.
With additional contributions from Fidelity's Global Macro Economist Anna Stupnytska. 
You can read more analysis from Peiqian Liu <a href="https://www.fidelityinternational.com/editorial/article/lower-targets-more-stimulus-for-china-bcd438-en5/">here</a>, and you can hear more insights on our sister podcast The Investor's Guide to China <a href="https://omny.fm/shows/for-investment-professionals-only/playlists/the-investors-guide-to-china">here.</a>

Rich Pickings: Asia and Latin America are reshaping the world for investors

In this episode, Catherine Yeung, Investment Director, and Marty Dropkin, Head of Equities, Asia Pacific, tackle a topic that often flies under the radar, but could in fact hold great potential for investors: China’s bond market.

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

In this episode, Catherine Yeung, Investment Director, and Marty Dropkin, Head of Equities, Asia Pacific, tackle a topic that often flies under the radar, but could in fact hold great potential for investors: China’s bond market.
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 <a href="http://fidelityinternational.com">fidelityinternational.com</a>

Fundamentals: The battle for 5G (and what else we learned in Silicon Valley)

In 2 playlist(s)

Fidelity Answers: The Investment Podcast

Social links

Follow podcast

Recent clips