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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.

Ways to listen: 

Catherine Yeung

Catherine Yeung

Investment Director

Martin Dropkin

Martin Dropkin

Head of Equities, Asia Pacific

Dale Nicholls

Dale Nicholls

Portfolio Manager

Hyomi Jie

Hyomi Jie

Portfolio Manager

Eric Zhu

Eric Zhu

Equities Analyst

Eric Tse

Eric Tse

Neil Gough

Neil Gough

Asia Editor

Rory Fong

Rory Fong

Producer