Trailer: Trade Offs
The Investor's Guide to China
by Fidelity International
1w ago
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 balance the needs of all stakeholders and what are the trade offs they have to make in the process? Ned Salter, Global Head of Investment Research at Fidelity International, interviews chief executives in critical sectors about the difficult decisions they face when it comes to ESG. Episode One with Bank of America's Brian Moynihan coming soon to Fidelity Answers.   See omnystudio.com/listener for privacy information ..read more
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The Investor's Guide to China: China's Onshore Markets (#18)
The Investor's Guide to China
by Fidelity International
1M ago
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, and how the PBOC, or the Chinese central bank, is manoeuvring how they ease monetary and fiscal policy as most other global banks move in a more hawkish direction. But despite all that, the opening up of China's onshore financial markets has been kicking into high gear throughout this same period. In fact, we've seen a drumbeat of announcements about the world's biggest investment companies, Fidelity International included, moving deeper ..read more
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The Investor's Guide to China: China's Next Phase (#17)
The Investor's Guide to China
by Fidelity International
2M ago
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 for the next five years was revealed. Investors have been looking for signs or signals in terms of what's going to happen as we enter a new phase of the Chinese growth story under President Xi Jinping's leadership. Against an evolving backdrop of signature policies like common prosperity and dual circulation, China is seeing weak external demand creating challenges for manufacturers. Moreover, monetary policy is diverging between China and the rest ..read more
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Tell us what you think about Fidelity Answers
The Investor's Guide to China
by Fidelity International
5M ago
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 vouchers or the equivalent donation to a charity of your choice. Entries close this Saturday, September 10th. Go on, click on the link - we really want to hear what you have to say. fidelityinternational.com/survey   See omnystudio.com/listener for privacy information ..read more
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The Investor's Guide to China: Demographics (#11)
The Investor's Guide to China
by Fidelity Answers: The Investment Podcast
1y ago
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 think about wealth preservation signals big challenges and opportunities for China’s pension system development. So, how will government policy seek to ensure that the corporate sector remains dynamic and innovative, and can keep attracting the talent it needs? What sectors stand to benefit as a very different, younger generation increases its purchasing power? To help investigate these questions and more, Paras Anand, Global Chief Investment Officer ..read more
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The Investor's Guide to China: Regulation (#10)
The Investor's Guide to China
by Fidelity Answers: The Investment Podcast
1y ago
Regulation in China is nothing new. But anyone observing the financial headlines in recent years, and certainly over recent months, will have noted a real pick up in regulatory activity that has affected some of China’s biggest and most dynamic companies. So, how should investors think about this regulatory new normal? Which sectors align with the country’s new strategic goals and ultimately stand to benefit? And how is all of this likely to impact the quality and quantity of economic growth in the world’s second biggest economy? To discuss this recent wave of regulatory action in China, Paras ..read more
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The Investor's Guide to China: China in the world - an interview with Gavekal's Louis-Vincent Gave (#9)
The Investor's Guide to China
by Fidelity Answers: The Investment Podcast
1y ago
China's role in global affairs is more important - and more complex - than ever. From geopolitics and economics to the battle against climate change, the country's participation in global issues presents investors with opportunities but also requires unwavering attention. Central to any analysis must be an understanding of how China hopes to portray itself and why the country seeks certain roles on the world stage. To discuss China's place in the world, Paras Anand, Global Chief Investment Officer for Asia Pacific, is joined by Louis-Vincent Gave, Founder and CEO of Gavekal, a leading independ ..read more
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The Investor's Guide to China: Trade and growth (#8)
The Investor's Guide to China
by Fidelity Answers: The Investment Podcast
1y ago
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 8: Despite trade tensions China continues to be the world's dominant exporter. And thanks to the post-pandemic lead of the Chinese economy its capital markets are proving especially attractive to investors. But will these ..read more
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The Investor's Guide to China: Belt and Road (#7)
The Investor's Guide to China
by Fidelity Answers: The Investment Podcast
1y ago
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 7: China's One Belt One Road (OBOR) initiative launched in 2013 as an economic strategy to improve trade connections through a series of massive infrastructure projects. Belt and Road now touches two thirds of the world's ..read more
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The Investor's Guide to China: Consumers (#6)
The Investor's Guide to China
by Fidelity Answers: The Investment Podcast
1y ago
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 6: China boasts the biggest consumer market in the world by population with large parts of it still under-penetrated. Wealth and technology are fuelling the sophistication of tastes and diversifying demand, often in unexpe ..read more
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