Fidelity Answers: The Investment PodcastFidelity Answers: The Investment Podcast

The Investor's Guide to China: China Consumer (#22)

View descriptionShare

China’s economic rebound hasn’t been as strong as many anticipated. But then, it’s not that surprising, as no one was expecting any major stimulus like in previous cycles, such as the global financial crisis. However, the Chinese consumer was really the one that was expected to underpin and power this recovery. 

At the beginning of June, Fidelity’s global investment team embarked on a research trip to Shanghai and Hefei in eastern Anhui province where they met with dozens of companies. To get their on-the-ground insights, Catherine Yeung, Investment Director, and Marty Dropkin, Head of Equities, Asia Pacific, are joined in this episode by portfolio managers Dale Nicholls and Hyomi Jie.
 
With additional contributions from Eric Zhu, Research Associate, and Eric Tse, Investment Analyst.
 
Read more at fidelityinternational.com

  • Facebook
  • Twitter
  • WhatsApp
  • Email
  • Download

In 2 playlist(s)

  1. Fidelity Answers: The Investment Podcast

    118 clip(s)

  2. The Investor's Guide to China

    30 clip(s)

Fidelity Answers: The Investment Podcast

Fidelity Answers is an investor's podcast channel from Fidelity International. Looking for invaluabl 
Social links
Follow podcast
Recent clips
Browse 118 clip(s)