The Investor's Guide to Asia: Why Asia high yield is back
From Indian renewables operators to Bangkok banks, the Asia high yield market has moved on from China’s property sector problems, and annualised returns over the last three years are running in double digits. But what are the risks? Stuart Rumble and Taosha Wang talk to fund managers Tae Ho Ryu and Terrence Pang. We also hear from Fidelity Asia economist Peiqian Liu on the latest macro signals and portfolio manager Theresa Zhou on China’s stock market rally.See omnystudio.com/listener for privacy information.
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Fidelity Answers: Markets look weird, how can I build resilience in my portfolio?
Doubts over interest rates and the over-concentration of stock markets hint at a need for more robust, diversified portfolios going into the final months of 2025. Seb Morton-Clark and co-host Caroline Shaw assess the risks - and what we should be doing about them - with portfolio managers James Durance and Tristan Purcell. With additional contributions from real estate credit analyst Othman El Iraki. See omnystudio.com/listener for privacy information.
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Fidelity Answers: Why is Silicon Valley so obsessed with AI and what can investors do about it?
Companies' spend into artificial intelligence has been immense. But we're yet to see the tangible output of that investment. Should investors care? Portfolio managers Rosanna Burcheri and (self-confessed AI sceptic) Dmitry Solomakhin, plus technology analyst Jonny Tseng, join Seb Morton-Clark to discuss their thinking around AI. Watch more from Jonny's research trip to Silicon Valley here. See omnystudio.com/listener for privacy information.
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The Investor's Guide to China: Environment (#4)
The Investor's Guide to China from Fidelity International takes you deep into the workings of the Chinese economy and its financial markets. Paras Anand, Chief Investment Officer for Asia Pacific, brings you a cast of investment experts working in the world's second largest economy. Hear how they're uncovering this rapidly developing market and avoiding its pitfalls. Episode 4: Environment. China holds a unique title as the most polluting and greenest nation on the planet. It generates more renewable energy than any other country but also builds the most coal-fired power plants. How should investors approach this dichotomy? And what does the country's commitment to peak carbon emissions by 2030 mean for markets? Talking with Paras are three China and sustainability experts: Belinda Liao, a portfolio manager with a focus on Chinese credit, Jenn-Hui Tann, Fidelity's Head of Sustainability, and Marty Dropkin, Global Head of Fixed Income Research. We also hear from equity analyst Alice Li about the state of China's third largest power source - wind energy - and portfolio manager Bertrand Lecourt explains the opportunities he sees in China's water and waste sector. Click here (or below on Apple podcasts) for more episodes from this series.See omnystudio.com/listener for privacy information.
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The Investor's Guide to China: Corporate governance (#3)
The Investor's Guide to China from Fidelity International takes you deep into the workings of the Chinese economy and its financial markets. Paras Anand, Chief Investment Officer for Asia Pacific, brings you a cast of investment experts working in the world's second largest economy. Hear how they're uncovering this rapidly developing market and avoiding its pitfalls. Episode 3: Corporate governance. Trust in Chinese companies has always been a challenge for investors. As more of them list on global indices, management, disclosure, regulatory alignment, and state involvement are all coming into greater focus. The corporate landscape in China is maturing, and levels of transparency and accountability are improving. But investors are still working out how far corporate governance has come in the country and to what extent the trust gap is closing. Joining Paras for this episode are Anthony Bolton, former portfolio manager and now special adviser at Fidelity, and Shanghai-based portfolio managers Lynda Zhou on the equity side and Alvin Cheng for credit. We also hear from analyst Monica Li about her on-the-ground research into China's booming healthcare sector, and from Fidelity's Head of Sustainability, Jenn-Hui Tann, about the emergence of dual-class share listings on China's stock markets. Click here (or below on Apple podcasts) for more episodes from this series.See omnystudio.com/listener for privacy information.
We bring you ideas from our investment experts across the Asia Pacific region, helping you chart your path through these vibrant markets. With regular macro and market insights on China.
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