China has responded well to the US trade war. But other, domestically-focused economies, could fare even better. Fidelity fund manager George Efstathopoulos and Asia Economist Peiqian Liu join hosts Stuart Rumble and Taosha Wang to discuss China's prospects for the year ahead and how tariffs could reconfigure investment trends across the region as a whole.

With additional contributions from analyst Kitty Yang on why there's now money to be made in Japanese banks.

China has responded well to the US trade war. But other, domestically-focused economies, could fare even better. Fidelity fund manager&nbsp;George Efstathopoulos&nbsp;and Asia Economist&nbsp;Peiqian Liu&nbsp;join hosts&nbsp;Stuart Rumble&nbsp;and&nbsp;Taosha Wang&nbsp;to discuss China's prospects for the year ahead and how tariffs could reconfigure investment trends across the region as a whole.
With additional contributions from analyst Kitty Yang&nbsp;on why there's now money to be made in Japanese banks.

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

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

The Investor's Guide to Asia: The great tariff reshape

Long-dated US Treasuries, the most popular go to assets in times of uncertainty, have done a disappointing job this year of dampening volatility in portfolios. So what might you favour instead? Fund managers Mike Riddell and Tim Foster join Seb Morton-Clark and Katie Roberts to discuss what investors need to consider when they're looking for the bonds that can shore up their allocations.

And analyst Andressa Tezine explains why 2025 might be the year for emerging markets and where to look for yield.

Long-dated US Treasuries, the most popular go to assets in times of uncertainty, have done a disappointing job this year of dampening volatility in portfolios. So what might you favour instead? Fund managers Mike Riddell and Tim Foster join Seb Morton-Clark and Katie Roberts to discuss what investors need to consider when they're looking for the bonds that can shore up their allocations.
And analyst Andressa Tezine explains why 2025 might be the year for emerging markets and where to look for yield.

Fidelity Answers: What if Treasuries aren't so safe anymore?

Through adversity comes opportunity. Six months ago it was unthinkable to back European stock markets over those in the United States. But through a period of substantial change in policy, and even the post-war globalisation consensus itself, that debate has become a live one. Host Seb Morton-Clark is joined by Director Charlie Wood and Fund Managers Marcel Stotzel and Ashish Bhardwaj to discuss whether investors should stick with the new US or look elsewhere.

And analyst Emma Newey Clark explains to Patrick Graham how she's scenario planning for what happens next in the pharmaceutical sector. 

Through adversity comes opportunity. Six months ago it was unthinkable to back European stock markets over those in the United States. But through a period of substantial change in policy, and even the post-war globalisation consensus itself, that debate has become a live one. Host Seb Morton-Clark is joined by Director Charlie Wood and Fund Managers Marcel Stotzel and Ashish Bhardwaj to discuss whether investors should stick with the new US or look elsewhere.
And analyst&nbsp;Emma Newey Clark&nbsp;explains to Patrick Graham how she's scenario planning for what happens next in the pharmaceutical sector.&nbsp;

Fidelity Answers: US or Europe, where should you invest now?

An opportunity for the euro? Time to buy gold? Or the advantages of cash in a crisis where interest rates aren’t already at zero. The opportunities and risks of a period of profound volatility on markets dominate the latest Fidelity Answers podcast with multi asset fund managers Talib Sheikh and Caroline Shaw joining hosts Rosie McMellin and Ben Moshinsky.

And hear why Fidelity’s analysts think tariffs will be more punitive for America than Asia, with Ben Traynor.

(This discussion was recorded on April 9th).

An opportunity for the euro? Time to buy gold? Or the advantages of cash in a crisis where interest rates aren&rsquo;t already at zero. The opportunities and risks of a period of profound volatility on markets dominate the latest Fidelity Answers podcast with multi asset fund managers Talib Sheikh and Caroline Shaw joining hosts Rosie McMellin and Ben Moshinsky.
And hear why Fidelity&rsquo;s analysts think tariffs will be more punitive for America than Asia, with Ben Traynor.
(This discussion was recorded on April 9th).

The Investor's Guide to Asia: The great tariff reshape

In 2 playlist(s)

Fidelity Answers: The Investment Podcast

Social links

Follow podcast

Recent clips