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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
Technology
Real Estate
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 monthlyEpisodes56Founded6 years ago
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InvestingBusinessNewsBusiness News

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Artwork for The Investor's Guide to Asia

Latest Episodes

Hostilities in the Middle East are grinding into their fifth week and the impact is spreading through the global economy. What can we say about the likely effects on the ground of the shock facing industry around the world, and how should portfolios ... more

The conflict in the Middle East shows no immediate signs of abating, and markets are now pricing in a longer period of instability than had been apparent two weeks ago. Does that derail this year's big market trends? Or is this chiefly a period of sh... more

What does the make-up of an audience at a Chinese comedy show tell you? Why is gold the hot new thing amongst Chinese consumers? And how should investors sensibly approach Chinese tech?

In the latest episode of The Investor’s Guide to Asia, portfol... more

After a decade in the doldrums, a perfect storm has driven prices of raw materials higher. In the race to mine, refine, and use them for everything from the energy transition to AI infrastructure, the commodities and industrials companies essential t... more

Key Facts

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Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Carsten Roemheld
Capital Market Strategist, Fidelity
Fidelity Investments
Episode: Fidelity Answers: How should I react to turmoil in the Middle East?
Salman Ahmed
Head of Global Macro and Strategic Allocation
Fidelity Investments
Episode: Fidelity Answers: How should I react to turmoil in the Middle East?
Marion Le Morhedec
Chief Investment Officer for Fixed Income
Fidelity Investments
Episode: Fidelity Answers: How should I react to turmoil in the Middle East?
Niamh Brodie-Machura
Chief Investment Officer for Equities
Fidelity Investments
Episode: Fidelity Answers: How should I react to turmoil in the Middle East?
George Efstathopolous
Portfolio Manager and Co-Head of Multi-Asset Research
Fidelity Investments
Episode: Fidelity Answers: How should I react to turmoil in the Middle East?
Nick Price
Emerging markets portfolio manager
Fidelity International
Episode: The Investor's Guide to Asia: Where next for China's stock market
Ashish Bhardwaj
Portfolio manager focused on industrial companies worldwide
Fidelity Investments
Episode: Fidelity Answers: Is there a new investment case for commodities and industrials?
Oliver Hextall
Portfolio manager specializing in metals, materials, miners and refiners
Fidelity Investments
Episode: Fidelity Answers: Is there a new investment case for commodities and industrials?
Laura Stafford
EM commodities analyst
Fidelity Investments
Episode: Fidelity Answers: Is there a new investment case for commodities and industrials?

Hosts

Seb Morton-Clark
Host of Fidelity Answers; Fidelity Investments
Stuart Rumble
Head of Investment Directing for Asia Pacific at Fidelity International; Host
Taosha Wang
Portfolio Manager, Multi-Asset Team
Philip Fielding
Fixed Income Fund Manager

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 Kingdom6 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.

The show consistently emphasizes macro context and practical investment ideas for Asia-Pacific markets.
Calm, educational insights from eloquent experts.
A critical listener question about privacy and governance was noted as a concern by some listeners.

Chart Rankings

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

Apple Podcasts
#179
Australia/Business/Investing
Apple Podcasts
#87
Singapore/Business/Investing
Apple Podcasts
#153
China/Business/Investing
Apple Podcasts
#178
Hong Kong/Business/Investing
Apple Podcasts
#193
Singapore/Business

Talking Points

Recent interactions between the hosts and their guests.

Fidelity Answers: Is there a new investment case for commodities and industrials?
Q: What sort of price gains have we seen in commodity markets over the last year and why?
Prices for gold, copper, silver, and PGMs surged due to a mix of central-bank diversification, long-term demand drivers like AI data centers and grid expansion, and policy-induced supply shifts; there are also micro factors such as tariffs causing dislocations that fed into these moves.
Fidelity Answers | BONUS: Why you can't - and shouldn't - take central bank independence for granted | With Salman Ahmed
Q: What happens if central bank independence weakens?
Salman suggests that losing independence could lead to volatility in inflation, potentially destabilizing economies.
Fidelity Answers | BONUS: Why you can't - and shouldn't - take central bank independence for granted | With Salman Ahmed
Q: Could you talk us through the current relationship between the White House and the Federal Reserve?
Salman discusses the dynamic between political pressure and central banking, highlighting how it influences monetary policy and market reactions.
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.

Audience Metrics

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

Listeners per Episode
Gender Skew
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Interests
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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?

A rigorous, globally focused investment show that leans into macroeconomics, geopolitics, and asset allocation with a strong preference for Asia-Pacific perspectives. Episodes frequently feature Fidelity and Fidelity International experts, discussing oil, inflation, central banks, AI-related demand, and selective stock ideas in China, India, Korea, and broader EM markets. Notable strengths include panel-style analysis, practical asset-allocations, and on-the-ground market observations from Shanghai and other hubs, making it useful for professionals evaluating Asia-Pacific opportunities and cross-border investments.

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Rephonic provides a wide range of podcast stats for The Investor's Guide to Asia. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to The Investor's Guide to Asia and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

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?

To see how many followers or subscribers The Investor's Guide to Asia has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

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. Market Insights
3. Thoughts on the Market
4. Exchanges
5. At Any Rate

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

The Investor's Guide to Asia launched 6 years ago and published 56 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. Carsten Roemheld
2. Salman Ahmed
3. Marion Le Morhedec
4. Niamh Brodie-Machura
5. George Efstathopolous
6. Nick Price
7. Ashish Bhardwaj
8. Oliver Hextall

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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