Equity Mates Investing Podcast
Expert: Gary Monaghan - The outsized opportunity in Asia | Fidelity
18 Jul 2024
Asia is more than half the world's population and most of the world's economic growth. It is as varied, with established, slower-growing economies like Japan and China and faster-growing economies like India and Vietnam. It is home to some of the world's most cutting edge technologies, like semiconductors in Taiwan and South Korea. And home to some future resource superpowers like Indonesia.Within that opportunity set, Gary Monaghan and the team at Fidelity are plying their trade, searching for the best opportunities amongst the thousands of publicly-listed companies.In today’s episode we speak to Gary about the opportunity in Asia: The Fidelity investment philosophy and how that translates to Asian equitiesWhy Gary thinks we should be investing in AsiaThe biggest misconceptions about Asia he hears from investors outside the regionWhich country Gary thinks is 'next up' after China and IndiaWe finish by deep diving on two stocks that Gary thinks best represent the Asian opportunity—------Thank you to Fidelity for sponsoring this episode in celebration of the launch of their Fidelity Asia Active ETF (ASX: FASI).Visit www.fidelity.com.au to find out more. Issued by FIL Responsible Entity (Australia) Limited, AFSL No. 409340. This is general information only and is not intended to be advice of any kind. Consider the PDS and TMD available at www.fidelity.com.au.—------Have an investing question?Ask via our website and we'll answer it on the podcast.Join the conversation in the Facebook Discussion GroupOr get put in touch with a professional financial advisor by filling out this form—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
No persons identified in this episode.
This episode hasn't been transcribed yet
Help us prioritize this episode for transcription by upvoting it.
Popular episodes get transcribed faster
Other recent transcribed episodes
Transcribed and ready to explore now
SpaceX Said to Pursue 2026 IPO
10 Dec 2025
Bloomberg Tech
Don’t Call It a Comeback
10 Dec 2025
Motley Fool Money
Japan Claims AGI, Pentagon Adopts Gemini, and MIT Designs New Medicines
10 Dec 2025
The Daily AI Show
Eric Larsen on the emergence and potential of AI in healthcare
10 Dec 2025
McKinsey on Healthcare
What it will take for AI to scale (energy, compute, talent)
10 Dec 2025
Azeem Azhar's Exponential View
Reducing Burnout and Boosting Revenue in ASCs
10 Dec 2025
Becker’s Healthcare -- Spine and Orthopedic Podcast