China's role in global affairs is more important - and more complex - than ever. From geopolitics and economics to the battle against climate change, the country's participation in global issues presents investors with opportunities but also requires unwavering attention. Central to any analysis must be an understanding of how China hopes to portray itself and why the country seeks certain roles on the world stage.

To discuss China's place in the world, Paras Anand, Global Chief Investment Officer for Asia Pacific, is joined by Louis-Vincent Gave, Founder and CEO of Gavekal, a leading independent provider of global investment research. With additional contributions from Arthur Kroeber, Gavekal's Head of Research, Velislava Dimitrova, a Fidelity portfolio manager, and Alice Li, an analyst based in Fidelity's Hong Kong office.

Read more at fidelityinternational.com.

 

China's role in global affairs is more important - and more complex - than ever. From geopolitics and economics to the battle against climate change, the country's participation in global issues presents investors with opportunities but also requires unwavering attention. Central to any analysis must be an understanding of how China hopes to portray itself and why the country seeks certain roles on the world stage.
To discuss China's place in the world, Paras Anand, Global Chief Investment Officer for Asia Pacific, is joined by Louis-Vincent Gave, Founder and CEO of Gavekal, a leading independent provider of global investment research. With additional contributions from Arthur Kroeber, Gavekal's Head of Research, Velislava Dimitrova, a Fidelity portfolio manager, and Alice Li, an analyst based in Fidelity's Hong Kong office.
Read more at <a href="https://www.fidelityinternational.com/">fidelityinternational.com</a>.
&nbsp;

The Investor's Guide to China takes you deep into the workings of the Chinese economy and its financial markets. In each episode Fidelity International brings you a cast of experts who invest in the world's second largest economy. Listen to how they use decades of investment expertise to find the most exciting opportunities, as well as identify the areas best avoided. 

The Investor's Guide to China takes you deep into the workings of the Chinese economy and its financial markets. In each episode Fidelity International brings you a cast of experts who invest in the world's second largest economy. Listen to how they use decades of investment expertise to find the most exciting opportunities, as well as identify the areas best avoided.&nbsp;

The Investor's Guide to China

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.

The Investor's Guide to China: China in the world - an interview with Gavekal's Louis-Vincent Gave (#9)

As we wrap up 2024, investors remain divided on the future of the Chinese stock market. Bullish investors are betting on policy support to spark a rebound, while the sceptics see structural challenges capping gains in equities.

Who is right? Is China a treasure trove or a value trap? What more can policymakers do to restore confidence? And how should stock pickers adapt to an evolving Chinese economy?

In this special episode, Marty Dropkin, Head of Equities, Asia Pacific, investigates both sides of this debate with the help of two veteran portfolio managers at Fidelity International: Dale Nicholls, who plays China bull,and Nick Price, who presents the bear case.

With an additional contribution from Asia Economist Peiqian Liu.

READ

Read a summary of this episode here.

As we wrap up 2024, investors remain divided on the future of the Chinese stock market. Bullish investors are betting on policy support to spark a rebound, while the sceptics see structural challenges capping gains in equities.
Who is right? Is China a treasure trove or a value trap? What more can policymakers do to restore confidence? And how should stock pickers adapt to an evolving Chinese economy?
In this special episode, Marty Dropkin, Head of Equities, Asia Pacific, investigates both sides of this debate with the help of two veteran portfolio managers at Fidelity International: Dale Nicholls, who plays China bull, and Nick Price, who presents the bear case.
With an additional contribution from Asia Economist Peiqian Liu.
READ
Read a summary of this episode <a href="https://www.fidelityinternational.com/editorial/podcast/the-investors-guide-to-china-podcast-the-bull-vs-bear-debate-3848ef-en5/">here</a>.

The Investor's Guide to China: The bull vs bear debate (#35)

If 2024 was the year of elections, 2025 is the year when all of those decisions come home to roost.

As the world’s major economies take increasingly divergent paths in search of growth - where should investors be looking for opportunities?

Carsten Roemheld, Capital Markets Strategist at Fidelity, is joined by Steve Ellis, Global Chief Investment Officer for Fixed Income, Rosanna Burcheri, an equities Portfolio Manager, and Marty Dropkin, Head of Equities for Asia Pacific, to discuss this and how they are positioning for the year ahead.

You can read Fidelity International's 2025 Outlook in full here.

If 2024 was the year of elections, 2025 is the year when all of those decisions come home to roost.
As the world’s major economies take increasingly divergent paths in search of growth - where should investors be looking for opportunities?
Carsten Roemheld, Capital Markets Strategist at Fidelity, is joined by Steve Ellis, Global Chief Investment Officer for Fixed Income, Rosanna Burcheri, an equities Portfolio Manager, and Marty Dropkin, Head of Equities for Asia Pacific, to discuss this and how they are positioning for the year ahead.
You can read Fidelity International's 2025 Outlook in full <a href="https://www.fidelityinternational.com/editorial/fidelity-answers/outlook-2025-the-divergence-dividend-en5/">here</a>.

Outlook 2025: The divergence dividend

Did you know that America's most popular free iPhone app last year and the world's favourite fast fashion brand the year before were both created by Chinese companies? The rise of online shopping platforms like Temu and Shein are evidence that China is no longer just selling goods to the rest of the world, but exporting entire e-commerce business models.

In this episode, Marty Dropkin, Head of Equities, Asia Pacific, is joined by portfolio manager Hyomi Jie and investment analyst Sherry Qin to discuss the origin of Chinese e-commerce platforms and follow their journey across the world. 

With additional contributions from investment analyst Elroy Ng.

Did you know that America's most popular free iPhone app last year and the world's favourite fast fashion brand the year before were both created by Chinese companies? The rise of online shopping platforms like Temu and Shein are evidence that China is no longer just selling goods to the rest of the world, but exporting entire e-commerce business models.
In this episode, Marty Dropkin, Head of Equities, Asia Pacific, is joined by portfolio manager Hyomi Jie and investment analyst Sherry Qin to discuss the origin of Chinese e-commerce platforms and follow their journey across the world. 
With additional contributions from investment analyst Elroy Ng.

The Investor's Guide to China: China in the world - an interview with Gavekal's Louis-Vincent Gave (#9)

In 2 playlist(s)

Fidelity Answers: The Investment Podcast

Social links

Follow podcast

Recent clips