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;

We bring you ideas from our investment experts across the Asia Pacific region, helping you chart your path through these vibrant markets. With regular macro and market insights on China.

We bring you ideas from our investment experts across the Asia Pacific region, helping you chart your path through these vibrant markets. With regular macro and market insights on China.

The Investor's Guide to Asia

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

The Investor's Guide to Asia: Innovation

After a decade in the doldrums, a perfect storm has driven prices of raw materials higher. In the race to mine, refine, and use them for everything from the energy transition to AI infrastructure, the commodities and industrials companies essential to the process are finally enjoying a moment in the sun. In the latest episode of Fidelity Answers we talk to portfolio managers Oliver Hextall and Ashish Bhardwaj, and analyst Laura Stafford, about how the trend is likely to develop and who is benefitting.

After a decade in the doldrums, a perfect storm has driven prices of raw materials higher. In the race to mine, refine, and use them for everything from the energy transition to AI infrastructure, the commodities and industrials companies essential to the process are finally enjoying a moment in the sun. In the latest episode of Fidelity Answers we talk to portfolio managers Oliver Hextall and Ashish Bhardwaj, and analyst Laura Stafford, about how the trend is likely to develop and who is benefitting.

Fidelity Answers:  Is there a new investment case for commodities and industrials?

Central bank independence has suddenly become a big issue where, for investors, it matters the most: on US interest rates. In this bonus edition, Fidelity Global Head of Macro Salman Ahmed breaks down the implications for the short and the long term. 

Central bank independence has suddenly become a big issue where, for investors, it matters the most: on US interest rates. In this bonus edition, Fidelity Global Head of Macro Salman Ahmed breaks down the implications for the short and the long term.&nbsp;

Fidelity Answers | BONUS: Why you can't - and shouldn't - take central bank independence for granted | With Salman Ahmed

What happens if the Federal Reserve makes good on White House demands for lower interest rates but inflation holds up? Fidelity portfolio managers Becky Qin and Philip Fielding discuss the potential for a period of financial repression in the United States and what it will mean for investors, while Senior Sovereign Analyst Andressa Tezine explains the political risks of an election year in Brazil.

What happens if the Federal Reserve makes good on White House demands for lower interest rates but inflation holds up? Fidelity portfolio managers Becky Qin and Philip Fielding discuss the potential for a period of financial repression in the United States and what it will mean for investors, while Senior Sovereign Analyst Andressa Tezine explains the political risks of an election year in Brazil.

The Investor's Guide to Asia: Innovation

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