The Investor's Guide to Asia

Fidelity Answers: How should I react to turmoil in the Middle East?

19 Mar 2026

Contributed by Lukas

The conflict in the Middle East shows no immediate signs of abating, and markets are now pricing in a longer period of instability than had been appar...

The Investor's Guide to Asia: Where next for China's stock market

11 Mar 2026

Contributed by Lukas

What does the make-up of an audience at a Chinese comedy show tell you? Why is gold the hot new thing amongst Chinese consumers? And how should invest...

Fidelity Answers: Is there a new investment case for commodities and industrials?

26 Feb 2026

Contributed by Lukas

After a decade in the doldrums, a perfect storm has driven prices of raw materials higher. In the race to mine, refine, and use them for everything fr...

Fidelity Answers | BONUS: Why you can't - and shouldn't - take central bank independence for granted | With Salman Ahmed

06 Feb 2026

Contributed by Lukas

Central bank independence has suddenly become a big issue where, for investors, it matters the most: on US interest rates. In this bonus edition, Fide...

Fidelity Answers: What will falling US interest rates mean for my portfolio?

27 Jan 2026

Contributed by Lukas

What happens if the Federal Reserve makes good on White House demands for lower interest rates but inflation holds up? Fidelity portfolio managers Bec...

The Investors Guide to Asia: Is 2026 the year for India?

15 Jan 2026

Contributed by Lukas

External shocks and domestic challenges made 2025 a tough year for Indian equities. In the latest episode of The Investor’s Guide to Asia, Fidel...

Fidelity Answers: BONUS | We're not in an AI bubble yet - here's why

16 Dec 2025

Contributed by Lukas

Surging interest in artificial intelligence has generated huge gains for tech stocks across the world this year. But with the stock market hitting new...

Fidelity Answers: If I’m worried about US tech then where else can I make decent returns?

27 Nov 2025

Contributed by Lukas

Demand isn’t the main driver of profitability, supply is. In the latest edition, portfolio managers Fred Sykes and Tom Record look for the money...

The Investor's Guide to Asia: Korean value and a new era of shareholder return

31 Oct 2025

Contributed by Lukas

It’s one of this year’s global stock market success stories: South Korean equities are emerging from decades in the shadows as reforms of ...

Fidelity Answers: How to reimagine investing for an ageing world?

24 Oct 2025

Contributed by Lukas

What are the challenges - and opportunities - that longevity poses to investors? What are the investment solutions that can support longer lives and h...

Fidelity Answers: BONUS | The economics of longevity with Salman Ahmed

24 Oct 2025

Contributed by Lukas

An ageing global population is set to bring profound pressures to bear on the macroeconomic models and norms of the past century. Can we make it all w...

The Investor's Guide to Asia: Why Asia high yield is back

15 Sep 2025

Contributed by Lukas

From Indian renewables operators to Bangkok banks, the Asia high yield market has moved on from China’s property sector problems, and annualised...

Fidelity Answers: Markets look weird, how can I build resilience in my portfolio?

10 Sep 2025

Contributed by Lukas

Doubts over interest rates and the over-concentration of stock markets hint at a need for more robust, diversified portfolios going into the final mon...

Fidelity Answers: Why is Silicon Valley so obsessed with AI and what can investors do about it?

24 Jul 2025

Contributed by Lukas

Companies' spend into artificial intelligence has been immense. But we're yet to see the tangible output of that investment. Should investors care? Po...

The Investor's Guide to Asia: Chinese consumption - Labubu and beyond

17 Jul 2025

Contributed by Lukas

From Labubu dolls to EVs to AI, 2025 has turned up the volume on Chinese products and Chinese ideas, but it’s a tune financial investors need to...

The Investor's Guide to Asia: The great tariff reshape

08 May 2025

Contributed by Lukas

China has responded well to the US trade war. But other, domestically-focused economies, could fare even better. Fidelity fund manager George Efs...

The Investor's Guide to Asia: Innovation

13 Mar 2025

Contributed by Lukas

Tariffs and chip export bans don't sound like good news for Asian technology companies. But Fidelity fund manager Tina Tian and equities analyst Jonat...

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

19 Dec 2024

Contributed by Lukas

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 reb...

The Investor's Guide to China: Chinese e-commerce goes global (#34)

01 Nov 2024

Contributed by Lukas

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 C...

The Investor’s Guide to China: Dealing with China's debt (#33)

24 Sep 2024

Contributed by Lukas

China has come out with a string of policies that are targeted to reinvigorate economic growth. Some of the policies are adding leverage to the govern...

The Investor’s Guide to China: Asia's bright spots (#32)

07 Aug 2024

Contributed by Lukas

In this bonus episode, we're hearing about three investment ideas that are exciting Fidelity’s Asia portfolio managers and how they play into the me...

The Investor’s Guide to China: The renminbi effect (#31)

12 Jul 2024

Contributed by Lukas

In this episode, we turn our attention to something that affects almost every investor in China: a weakening renminbi. The Chinese currency has lost a...

The Investor's Guide to China: Healthcare (#30)

07 Jun 2024

Contributed by Lukas

Chinese healthcare is a vast universe, spanning everything from biotech to traditional medicine. It is also increasingly important as a growth driver ...

The Investor's Guide to China: Shareholder return (#29)

24 Apr 2024

Contributed by Lukas

The story of China's economy and stock market has long been one of rapid growth. But as policymakers pivot to focus on the quality - instead of the ve...

The Investor's Guide to China: Cities and migration (#28)

08 Mar 2024

Contributed by Lukas

Where people live within China - and why - is fundamental to understanding the country’s changing demographics. That, in turn, has important implica...

The Investor's Guide to China: China's bond market (#27)

07 Feb 2024

Contributed by Lukas

In this episode, Catherine Yeung, Investment Director, and Marty Dropkin, Head of Equities, Asia Pacific, tackle a topic that often flies under the ra...

The Investor's Guide to China: Transition materials (#26)

19 Dec 2023

Contributed by Lukas

In this episode, Catherine Yeung, Investment Director, and Marty Dropkin, Head of Equities, Asia Pacific, explore the critical role of transition mate...

The Investor's Guide to China: In conversation with Louis-Vincent Gave (#25)

25 Oct 2023

Contributed by Lukas

In this special edition of The Investor’s Guide to China, Catherine Yeung, Investment Director, is joined in Hong Kong by Louis-Vincent Gave, the fo...

The Investor's Guide to China: Japanification (#24)

10 Oct 2023

Contributed by Lukas

When you look at some of the big economic issues China is dealing with today—lacklustre growth, a real estate slump, price disinflation, or an agein...

The Investor's Guide to China: De-dollarisation (#23)

18 Jul 2023

Contributed by Lukas

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 fo...

The Investor's Guide to China: China Consumer (#22)

20 Jun 2023

Contributed by Lukas

China’s economic rebound hasn’t been as strong as many anticipated. But then, it’s not that surprising, as no one was expecting any major stimul...

The Investor’s Guide to China: Decarbonising China (#21)

16 May 2023

Contributed by Lukas

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 2...

The Investor’s Guide to China: Tech Hardware and the ‘Chip War’ (#20)

22 Mar 2023

Contributed by Lukas

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: China's reopening and supply chains (#19)

13 Feb 2023

Contributed by Lukas

After three years, China has dropped its zero-Covid policy, and 2023 has brought a sharp rebound in activity. Road traffic, hotel bookings and many ot...

Trailer: Trade Offs

19 Jan 2023

Contributed by Lukas

Tune in for a new series that gets under the bonnet of business and sustainability. From finance to energy to agriculture, how do business leaders bal...

The Investor's Guide to China: China's Onshore Markets (#18)

12 Dec 2022

Contributed by Lukas

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 ...

The Investor's Guide to China: China's Next Phase (#17)

09 Nov 2022

Contributed by Lukas

Chinese equities markets have been volatile in the wake of last month’s Communist Party Congress in Beijing, where the country's leadership line up ...

The Investor's Guide to China: Private Markets (#16)

29 Sep 2022

Contributed by Lukas

So much of the investment conversation is dominated by companies that have already gone public. But it's not always just about listed companies. Inves...

Tell us what you think about Fidelity Answers

07 Sep 2022

Contributed by Lukas

Help us make podcasts that give you, our listeners, what you want. Take this short survey and we'll enter you in to a prize draw for £250 of Amazon v...

The Investor's Guide to China: Engaging with companies in China (#15)

11 Aug 2022

Contributed by Lukas

To many outsiders, Chinese equity investing might conjure up images of a huge momentum-fuelled market where investors revel in speculation and sustain...

Help shape Fidelity Answers

14 Jul 2022

Contributed by Lukas

Help us make podcasts that give you, our listeners, what you want. Take this short survey and we'll enter you in to a prize draw for £250 of Amazon v...

The Investor's Guide to China: Common Prosperity (#14)

07 Jun 2022

Contributed by Lukas

The phrase "common prosperity" has certainly been getting a lot of air time recently, both domestically in China as well as around the world. Investor...

The Investor's Guide to China: Supply Chains (#13)

28 Apr 2022

Contributed by Lukas

Now over two years into this pandemic and the world is still battling some serious supply chain disruptions - all the more so, of course, with the war...

The Investor's Guide to China: Debt (#12)

21 Mar 2022

Contributed by Lukas

A lot of the financial headlines we’re seeing about China lately involve debt of one form or another. It could be a real estate company that bor...

The Investor's Guide to China: Demographics (#11)

23 Nov 2021

Contributed by Lukas

China’s labour pool is shrinking as the population ages and more people retire than enter the workforce. How people save and invest as they...

The Investor's Guide to China: Regulation (#10)

13 Oct 2021

Contributed by Lukas

Regulation in China is nothing new. But anyone observing the financial headlines in recent years, and certainly over recent months, will have noted a ...

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

06 Jul 2021

Contributed by Lukas

China's role in global affairs is more important - and more complex - than ever. From geopolitics and economics to the battle against climate change, ...