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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
Real Estate
Technology
Hukou System
Traditional Chinese Medicine
Pharmaceuticals
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.

PublishesTwice monthlyEpisodes52Founded6 years ago
Number of ListenersCategories
BusinessInvestingBusiness NewsNews

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Artwork for The Investor's Guide to Asia

Latest Episodes

Central bank independence has suddenly become a big issue where, for investors, it matters the most: on US interest rates. In this bonus edition, Fidelity Global Head of Macro Salman Ahmed breaks down the implications for the short and the long term.... more

What happens if the Federal Reserve makes good on White House demands for lower interest rates but inflation holds up? Fidelity portfolio managers Becky Qin and Philip Fielding discuss the potential for a period of financial repression in the United ... more

External shocks and domestic challenges made 2025 a tough year for Indian equities. In the latest episode of The Investor’s Guide to Asia, Fidelity International Investment Director Nitin Mathur discusses the chances of a turnaround in 2026 and why w... more

Surging interest in artificial intelligence has generated huge gains for tech stocks across the world this year. But with the stock market hitting new highs, there are growing concerns that we might be in the midst of an AI bubble. In this bonus edit... more

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Recent Guests

Andressa Tezine
Fixed Income Analyst on the Emerging Markets Team
Fidelity
Episode: Fidelity Answers: What will falling US interest rates mean for my portfolio?
Nitin Mathur
Investment director for Indian equities and emerging market equities at Fidelity
Fidelity International
Episode: The Investors Guide to Asia: Is 2026 the year for India?
Terence Tsai
Tech portfolio manager discussing IT services sector developments.
Fidelity International
Episode: The Investors Guide to Asia: Is 2026 the year for India?
Charlie Wood
Head of UK Institutional Clients
Fidelity
Episode: Fidelity Answers: If I’m worried about US tech then where else can I make decent returns?
Fred Sykes
European Fund Manager
Fidelity
Episode: Fidelity Answers: If I’m worried about US tech then where else can I make decent returns?
Tom Record
Portfolio Manager running global strategies
Fidelity
Episode: Fidelity Answers: If I’m worried about US tech then where else can I make decent returns?
Srishti Sinha
U.S. Power Sector Analyst
Fidelity
Episode: Fidelity Answers: If I’m worried about US tech then where else can I make decent returns?
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

Host

Stuart Rumble
Head of Investment Directing at Asia Pacific for Fidelity International.

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 Kingdom4 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 Kingdom6 years ago

Listeners Say

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

Listeners appreciate the educational content and the depth of expert insights presented, reflecting a positive reception of the show's expertise in investment strategies.
Some express skepticism about the narrative and representations in discussions on China, noting a desire for more nuanced perspectives, highlighting the need for critical engagement.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

Fidelity Answers: What will falling US interest rates mean for my portfolio?
Q: What are the implications of US falling rates for emerging market assets?
Falling US rates may create favorable conditions for emerging markets as they benefit from a weaker dollar and relatively strong growth outlook.
Fidelity Answers: What will falling US interest rates mean for my portfolio?
Q: How does the row over central bank independence likely to upset markets this year?
The attack on the Fed's credibility could lead to bouts of volatility in financial markets as investors reassess risk premiums.
The Investors Guide to Asia: Is 2026 the year for India?
Q: Can we dive into financials and why they haven't done well?
Financials have underperformed due to reduced loan growth and margin compression, but with interest rates stabilizing, they are poised for recovery.
The Investors Guide to Asia: Is 2026 the year for India?
Q: What should investors pay attention to in the long term?
The main features include consumption growth, lower penetration of goods and services, and government infrastructure spending which plays a crucial role in long-term prospects.
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.

Audience Metrics

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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?

Insights from seasoned investment experts across the Asia Pacific region drive discussions on navigating vibrant markets, particularly focusing on China. Common themes include the exploration of investment opportunities, macroeconomic trends, and the evolving landscape pertaining to technology and consumers in Asia. Each episode dives into pertinent topics such as corporate governance, shareholder returns, and the implications of geopolitical shifts, offering listeners a comprehensive understanding of regional dynamics and strategy.

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

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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. UBS On-Air: Market Moves
2. Exchanges
3. Thoughts on the Market
4. The Markets
5. The Exchange

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

The Investor's Guide to Asia launched 6 years ago and published 52 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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Where can I see ratings and reviews for 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. Andressa Tezine
2. Nitin Mathur
3. Terence Tsai
4. Charlie Wood
5. Fred Sykes
6. Tom Record
7. Srishti Sinha
8. Jochen Breuer

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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