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The Investor's Guide to China podcast: The bull vs bear debate
Is China a treasure trove or a value trap? In this episode, we attempt to answer this question through a head-to-head bull versus bear debate.
The Investor's Guide to China podcast: Chinese e-commerce goes global
Can China’s e-commerce companies replicate their domestic success globally, from Southeast Asia to North America?
The Investor's Guide to China podcast: Dealing with China's debt
As China rolls out new stimulus measures, the country’s approach to debt and public spending is back in the spotlight.
The Investor's Guide to China podcast: Asia's bright spots
Asia is at the heart of three megatrends that are transforming the global economy: artificial intelligence, the energy transition, and shifting supply chains.
The Investor's Guide to China podcast: The renminbi effect
In this episode, we turn our attention to something that affects almost every investor in China: a weakening renminbi.
The Investor's Guide to China podcast: Healthcare
Chinese healthcare is a vast universe, spanning everything from biotech to traditional medicine.
The Investor's Guide to China podcast: Shareholder return
The story of China's economy has long been one of rapid growth. But investors are turning their attention to something more long-lasting: shareholder returns.
The Investor's Guide to China podcast: Cities and migration
Where people live within China - and why - is fundamental to understanding the country’s changing demographics.
The Investor's Guide to China podcast: China's bond market
Catherine Yeung and Marty Dropkin tackle a topic that often flies under the radar, but could in fact hold great potential for investors: China’s bond market.
The Investor's Guide to China podcast: Transition materials
Exploring the critical role of transition materials — such as lithium and cobalt, essential to developing and deploying clean energy technologies.
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.
The Investor's Guide to China podcast: De-dollarisation
When it comes to currencies, it often feels like it's all about the US dollar. Although the greenback has dominated international trade and finance for decades
The Investor's Guide to China podcast: China Consumer
China’s economic rebound hasn’t been as strong as many anticipated.
The Investor's Guide to China podcast: Decarbonising China
2021 was a big year for the global fight against climate change. China's president, Xi Jinping, again pledged that China would hit peak emissions by 2030.
The Investor's Guide to China podcast: Tech Hardware and the 'Chip War'
Chip shortages at the start of the Covid pandemic threw semiconductors into the limelight. More recently, chips have been the focus of trade tensions.
The Investor’s Guide to China podcast: China’s reopening and supply chains
The Investor’s Guide to China podcast: China’s reopening and supply chains
The Investor's Guide to China podcast: China's Onshore Markets
China's economy and its markets have faced a number of headwinds in 2022. Slowing growth, geopolitical uncertainty, the impact of the country's Covid policy
The Investor's Guide to China podcast: China's Next Phase
What's going to happen as we enter a new phase of the Chinese growth story under President Xi Jinping's leadership.
The Investor's Guide to China podcast: Private Markets
So much of the investment conversation is dominated by companies that have already gone public. But it's not always just about listed companies.
The Investor's Guide to China podcast: Engaging with companies in China
To many outsiders, Chinese equity investing might conjure up images of a huge momentum-fuelled market where investors revel in speculation.
The Investor's Guide to China podcast: Common Prosperity
The phrase "common prosperity" has certainly been getting a lot of air time recently, both domestically in China as well as around the world.
The Investor's Guide to China podcast: Supply Chains
Now over two years into this pandemic and the world is still battling some serious supply chain disruptions.
Re-globalisation in the age of Asia's supply chain crunch
Even the best-laid plans across the global manufacturing industry haven’t kept pace with a swiftly evolving siege of pressures on supply chains.
The Investor's Guide to China podcast: Debt
With debt continuing to be a very strong focus for investors, it’s important to differentiate between good debt and bad debt.
The smaller half of China's sky: Fidelity International China Gender Diversity Report
In Fidelity's first report on gender diversity in corporate China, we examine the status quo and offer suggestions on how firms and investors can do better.
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.
China Green bonds: sprouting issuance, absent greenium
A key advantage of China’s onshore green bonds that sets them apart from other markets is the lack of price premium over comparable non-green issues.
The Investor's Guide to China podcast: China in the world
"Xi Jingping completely changed the mould," says Louis-Vincent Gave, CEO and Founder of Gavekal.
The Investor's Guide to China podcast: Trade and growth
"Despite geopolitical friction capital flows to China look set not just to persist but to accelerate," says CIO for Asia Pacific, Paras Anand.
The Investor's Guide to China podcast: Belt and Road
What China's flagship economic initiative can tell investors about the country and where it goes next.
The Investor's Guide to China podcast: Environment
Fidelity's China and sustainability experts put the country's environmental record and ambitions under the investment lens.
The Investor's Guide to China podcast: Corporate governance
The Investor's Guide to China podcast: Corporate governance
The Investor's Guide to China: Stock picking
China's businesses operate in a unique environment and understanding that matrix is imperative to those hoping to identify the best companies for investment.
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