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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
Chinese Healthcare
Medical Devices
Renminbi
Energy Transition
Tariffs
Transition Materials
Equities
Hukou System
Technology
Real Estate
Pharmaceuticals
Traditional Chinese Medicine
Aging Population

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.

PublishesWeeklyEpisodes48Founded6 years ago
Number of ListenersCategories
InvestingBusiness NewsNewsBusiness

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Artwork for The Investor's Guide to Asia

Latest Episodes

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 left in the AI boom and places to hide if it goes wrong, while arguing investors should obsess a bit less... more

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 corporate governance change the way foreign capital sees the Seoul market. With the help of fund managers Jochen... more

What are the challenges - and opportunities - that longevity poses to investors? What are the investment solutions that can support longer lives and how can portfolios benefit? Seb Morton-Clark is joined by the Director of the National Institute for ... more

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 work? Here Fidelity International's Global Head of Macro Salman Ahmed discusses the likely impact on ... more

Key Facts

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Recent Guests

Jochen Breuer
Portfolio manager specializing in Asian equities
Episode: The Investor's Guide to Asia: Korean value and a new era of shareholder return
Lynda Zhou
Portfolio manager with a focus on dividends in Asian markets
Episode: The Investor's Guide to Asia: Korean value and a new era of shareholder return
JaeMin Shim
Korea analyst providing insights on the investment climate
Episode: The Investor's Guide to Asia: Korean value and a new era of shareholder return
Nic Palmarini
Head of the National Innovation Centre for Ageing
Episode: Fidelity Answers: How to reimagine investing for an ageing world?
Terrence Pang
Portfolio Manager
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
James Durance
Fixed income fund manager
Fidelity
Episode: Fidelity Answers: Markets look weird, how can I build resilience in my portfolio?
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?

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 Kingdom2 months 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
#86
China/Business/Investing
Apple Podcasts
#195
Hong Kong/Business/Investing
Apple Podcasts
#210
Denmark/Business/Investing
Apple Podcasts
#219
Singapore/Business/Investing
Apple Podcasts
#240
Indonesia/Business/Investing
Apple Podcasts
#242
Ireland/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

The Investor's Guide to Asia: Korean value and a new era of shareholder return
Q: How do Korean corporate reforms compare to those in Japan?
Korean corporations are undergoing significant reforms similar to past Japanese experiences, focusing on improving shareholder returns and corporate governance.
The Investor's Guide to Asia: Korean value and a new era of shareholder return
Q: What are the current catalysts for investing in Korea?
The main catalysts include low valuations, improvements in corporate governance, and an increase in shareholder payouts driven by regulatory changes and market demand.
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.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
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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Which podcasts are similar to The Investor's Guide to Asia?

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

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

The Investor's Guide to Asia launched 6 years ago and published 48 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact The Investor's Guide to Asia?

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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. Jochen Breuer
2. Lynda Zhou
3. JaeMin Shim
4. Nic Palmarini
5. Terrence Pang
6. Theresa Zhou
7. James Durance
8. Tristan Purcell

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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