Click here for more episodes from this series.

Orangutans spend most of their lives in the treetops of the jungles of Sumatra and Borneo. But today they're critically endangered, largely because millions of hectares of their habitats are being cleared to make way for palm oil plantations. The palm oil producers are under increasing pressure from consumers, NGOs and investors to lessen their environmental impact. And it's working.

From the jungles of Southeast Asia, we move to the steel mills of northern China, where the government is closing the least profitable and most polluting plants in part to reduce the thick toxic smog that can hang over the homes of hundreds of millions of people.

So what do these two stories of environment-related pressure mean for the industries in question? Will short-term pain bought on by external pressures lead to long-term gain for the companies - and investors - involved? And what might that mean for other sectors facing similar challenges?

In this podcast, Asia Editor Neil Gough talks to Fidelity's Forest Shultz, an equity Investment Analyst who focuses on metals and mining across Asia, and Minlin Lee, a Research Associate who covers equities including Malaysian and Indonesian palm oil producers.

<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>
Orangutans spend most of their lives in the treetops of the jungles of Sumatra and Borneo. But today they're critically endangered, largely because millions of hectares of their habitats are being cleared to make way for palm oil plantations. The palm oil producers are under increasing pressure from consumers, NGOs and investors to lessen their environmental impact. And it's working.
From the jungles of Southeast Asia, we move to the steel mills of northern China, where the government is closing the least profitable and most polluting plants in part to reduce the thick toxic smog that can hang over the homes of hundreds of millions of people.
So what do these two stories of environment-related pressure mean for the industries in question? Will short-term pain bought on by external pressures lead to long-term gain for the companies - and investors - involved? And what might that mean for other sectors facing similar challenges?
In this podcast, Asia Editor Neil Gough talks to Fidelity's Forest Shultz, an equity Investment Analyst who focuses on metals and mining across Asia, and Minlin Lee, a Research Associate who covers equities including Malaysian and Indonesian palm oil producers.

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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