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Artwork for The Investor's Guide to Asia

The Investor's Guide to Asia

Fidelity International
China
Artificial Intelligence
Chinese Economy
China Bond Market
Electric Vehicles
Fidelity International
Chinese Government Bonds
Medical Devices
Chinese Healthcare
Renminbi
Energy Transition
Tariffs
Transition Materials
Equities
Hukou System
Real Estate
Technology
Government Policies
Trade Barriers
Market Dynamics

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.

PublishesMonthlyEpisodes46Founded6 years ago
Number of ListenersCategories
InvestingNewsBusiness NewsBusiness

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Artwork for The Investor's Guide to Asia

Latest Episodes

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... more

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 doi... more

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... more

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 listen to carefully. Hosts Stuart Rumble and Taosha Wang are joined by portfolio managers Cynthia Chen an... more

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Recent Guests

Terrence Pang
Portfolio Manager
Fidelity International
Episode: The Investor's Guide to Asia: Why Asia high yield is back
Peiqian Liu
Asia Economist
Fidelity International
Episode: The Investor's Guide to Asia: Why Asia high yield is back
Theresa Zhou
Market Analyst
Fidelity International
Episode: The Investor's Guide to Asia: Why Asia high yield is back
Tae Ho Ryu
Multi Asset Portfolio Manager
Fidelity International
Episode: The Investor's Guide to Asia: Why Asia high yield is back
Tristan Purcell
Equity fund manager
Fidelity
Episode: Fidelity Answers: Markets look weird, how can I build resilience in my portfolio?
Othman El Iraki
Property credit analyst
Fidelity
Episode: Fidelity Answers: Markets look weird, how can I build resilience in my portfolio?
Cynthia Chen
Equity portfolio manager specializing in investing in Hong Kong and Greater China equities.
Episode: The Investor's Guide to Asia: Chinese consumption - Labubu and beyond
Dale Nicholls
Equity portfolio manager investing in China equities and regional Asia equities.
Episode: The Investor's Guide to Asia: Chinese consumption - Labubu and beyond
George Efstathopoulos
Multi-asset portfolio manager
Fidelity International
Episode: The Investor's Guide to Asia: The great tariff reshape

Hosts

Stuart Rumble
Host and Head of Investment Directing at Asia Pacific for Fidelity International.
Seb Morton-Clark
Host of Fidelity Answers.

Reviews

4.2 out of 5 stars from 21 ratings
  • refreshingly calm and considered

    very educational podcast from eloquent experts. great insights thanks!

    Apple Podcasts
    5
    Cindy YA
    United Kingdom16 days ago
  • Is this the PR podcast of Chinese gov?

    I consider this podcast is talk very surface on investing in China.

    As the employee in the China, I am not agree the opinion on people do not mind the privacy. If you are the investor who eager to earn the money, you could has this thought because it can make you feel less guilty about pumping the money from the user to your fund. Honestly, when you encourage about the WeChat is the super app cross different sectors, do you really no mind someone control both your budget and your close relation... more

    Apple Podcasts
    1
    🇬🇧到此一游
    United Kingdom5 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Overall, the presentation and expertise of the hosts and guests are frequently commended, alongside the engaging format of discussions.
Some have criticized the show for a lack of depth in certain discussions, feeling that it oversimplifies complex topics.
Listeners appreciate the macroeconomic insights provided, finding them informative and relevant to current market trends.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#141
Hong Kong/Business/Investing
Apple Podcasts
#222
China/Business/Investing
Apple Podcasts
#250
Hong Kong/Business

Talking Points

Recent interactions between the hosts and their guests.

Fidelity Answers: Markets look weird, how can I build resilience in my portfolio?
Q: Caroline, how can I build a more resilient portfolio?
Focus on diversification, equity income opportunities, and fixed income strategies to create resilience.
The Investor's Guide to Asia: Chinese consumption - Labubu and beyond
Q: How much staying power does the boost to Chinese consumption from the trading subsidy scheme have?
Subsidy policies may not generate effective additional demand but distort cycles, leading to unsustainable demand.
The Investor's Guide to Asia: Chinese consumption - Labubu and beyond
Q: What does it take for a Chinese consumer to spend more?
Factors include wage growth, expectations around asset prices, and overall satisfaction with purchases.
Fidelity Answers: Why is Silicon Valley so obsessed with AI and what can investors do about it?
Q: What is it that they see themselves working towards here?
They want to be the first to dominate the next big technology platform and avoid the risk of being disrupted themselves.
Fidelity Answers: Why is Silicon Valley so obsessed with AI and what can investors do about it?
Q: On a scale of 1 to 10, how would you rate potential returns of AI specific technology in say the next 10 years?
I think we are at 6 or 7, because you start to see more application or help in doing things that can create savings for companies.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
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Social Media Reach

Frequently Asked Questions About The Investor's Guide to Asia

What is The Investor's Guide to Asia about and what kind of topics does it cover?

Offering insights from investment experts across the Asia Pacific region, this series focuses on navigating the complexities of vibrant markets, particularly in China. Topics range from macroeconomic trends and market dynamics to specific investment strategies within sectors such as technology and consumer goods. Unique perspectives provided by various professionals help listeners grasp investment opportunities and risks in Asia, often addressing the changing landscape shaped by global economic factors, tariffs, and consumer behavior shifts. This podcast is particularly appealing to those seeking informed analyses and practical advice for investing in the region.

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How many listeners does The Investor's Guide to Asia get?

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How many subscribers and views does The Investor's Guide to Asia have?

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Which podcasts are similar to The Investor's Guide to Asia?

These podcasts share a similar audience with The Investor's Guide to Asia:

1. Exchanges
2. At Any Rate
3. Thoughts on the Market
4. UBS On-Air: Market Moves
5. Bloomberg Daybreak: Asia Edition

How many episodes of The Investor's Guide to Asia are there?

The Investor's Guide to Asia launched 6 years ago and published 46 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Investor's Guide to Asia?

Recent guests on The Investor's Guide to Asia include:

1. Terrence Pang
2. Peiqian Liu
3. Theresa Zhou
4. Tae Ho Ryu
5. Tristan Purcell
6. Othman El Iraki
7. Cynthia Chen
8. Dale Nicholls

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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