Overview
The Investor's Guide to China podcast: Healthcare
Chinese healthcare is a vast universe, spanning everything from biotech to traditional medicine.
Will an older China unleash the potential for homegrown medical tech?
China's adverse demographic trend may bring rosy prospects to Chinese medical equipment makers, which are gaining market share from foreign rivals.
The Investor's Guide to China podcast: In conversation with Louis-Vincent Gave
In this special edition of The Investor’s Guide to China, Catherine Yeung, Investment Director, is joined in Hong Kong by Gavekal's Louis-Vincent Gave.
The Investor's Guide to China podcast: Japanification
When you look at some of the big economic issues China is dealing with today, you quickly realise Japan has been through a lot of the same challenges.
Chart Room: Building a bigger bloc of BRICS
With one country continuing to pull far more economic weight than everybody else, the significance of BRICS expansion will be more diplomatic than economic.
Field Notes: Robots on the rise in China
As China grapples with a daunting demographic challenge, its industries are upping their game in automating production, a recent Fidelity field trip finds.
Are private savings the answer for China’s ageing masses?
China's new ‘third pillar’ private pension scheme could reshape both ordinary people’s retirement plans and the country's asset management industry.
New world, new playbook
We move into 2023 in a changed world, and the opportunities and challenges will be different for investors going forward.
The Investor's Guide to China podcast: Demographics
China’s labour pool is shrinking as the population ages. How people save and invest signals challenges and opportunities for China’s pension system.
Chart Room: The kitchen gets hotter for China’s gadget makers
Demographics are weighing on China’s kitchen appliance segment, but competition is heating up at the higher end of the market.
Show 21 Results
