Rephonic
Artwork for The Investor's Guide to Asia

The Investor's Guide to Asia

Fidelity International
China
Artificial Intelligence
Longevity
Inflation
Pension Systems
Technology
Aging Population
Central Bank Independence
Investment Strategies
Chinese Economy
India
Tariffs
Emerging Markets
Retirement Planning
Health and Wellness
Economic Policies
United States
US Interest Rates
China Bond Market
Fixed Income

We bring you ideas from Fidelity International's investment experts across the Asia Pacific region, helping you chart your path through these vibrant markets. With regular macro and market insights on China.Also published on this feed is Fidelity Answers, the investment podcast where we put the questions investors are asking to our portfolio managers and analysts. Looking for invaluable sector vie... more

PublishesTwice monthlyEpisodes62Founded6 years ago
Number of ListenersCategories
NewsInvestingBusinessBusiness News

Listen to this Podcast

Artwork for The Investor's Guide to Asia

Latest Episodes

Will AI lead to mass layoffs? Are the costs already getting too much for companies? And are the billions of investment already starting to come good? Fresh from a visit to Silicon Valley, US equities portfolio manager Sam Thomas and tech analyst Jona... more

With AI soaking up the lion's share of investor attention (and capital), opportunities are appearing in other parts of the market to pick up quality assets at relatively attractive valuations. Seb Morton-Clark talks to Portfolio Managers Tristan Purc... more

Asia has proven more resilient than expected to the Middle East oil market shock, but energy security and the AI capex cycle are reshaping the region into a more fragmented investment landscape, fund managers George Efstathopoulos and Terrence Pang t... more

With inflation expectations soaring, and fixed income yields rising with them, what safe havens does the bond market offer for capital in an environment of higher prices and geopolitical shocks? Seb Morton-Clark hears from two of Fidelity's fixed inc... more

Key Facts

Accepts Guests
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Similar Podcasts

People also subscribe to these shows.

UBS On-Air: Market Moves
UBS On-Air: Market MovesClient Strategy Office
Exchanges
ExchangesGoldman Sachs
Making Sense
Making SenseJ.P. Morgan
The McKinsey Podcast
The McKinsey PodcastMcKinsey & Company

Recent Guests

Johnny Tseng
Senior tech analyst on the equities research team
Fidelity International
Episode: Fidelity Answers: What is Silicon Valley saying about cost (and jobs)?
Sam Thomas
US equities portfolio manager
Fidelity International
Episode: Fidelity Answers: What is Silicon Valley saying about cost (and jobs)?
Edoardo Cilla
Fidelity economist on macro strategy
Fidelity International
Episode: Fidelity Answers: What is Silicon Valley saying about cost (and jobs)?
Tristan Purcell
Equity Fund Manager
Fidelity International
Episode: Fidelity Answers: Where should I look if I need to play defence?
Alex Laing
Equity Fund Manager
Fidelity International
Episode: Fidelity Answers: Where should I look if I need to play defence?
Rebecca Motta
Director of Research and Fixed Income
Fidelity International
Episode: Fidelity Answers: Where should I look if I need to play defence?
Emma Newey Clark
Health care analyst on the equity side
Fidelity International
Episode: Fidelity Answers: Where should I look if I need to play defence?
Terrence Pang
Portfolio Manager, Fixed Income
Fidelity International
Episode: The Investor’s Guide to Asia: The ‘haves’ and ‘have-nots’
George Efstathopoulos
Portfolio Manager, Multi-Asset
Fidelity International
Episode: The Investor’s Guide to Asia: The ‘haves’ and ‘have-nots’

Hosts

Seb Morton-Clark
Host of Fidelity Answers series; Fidelity Investments
Stuart Rumble
Head of Investment Directing for Asia Pacific at Fidelity International
Toasha Wang
Portfolio Manager at Multi-Asset Team

Reviews

4.2 out of 5 stars from 22 ratings
  • refreshingly calm and considered

    very educational podcast from eloquent experts. great insights thanks!

    Apple Podcasts
    5
    Cindy YA
    United Kingdom9 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.

Guest diversity and depth help connect macro themes to regional opportunities.
High-quality market perspectives and practical takeaways for Asia investors.
A few episodes on China can feel surface-level for some listeners.
Very educational with calm, expert insights.

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 kind of fixed income can protect my portfolio when inflation is rising?
Q: Could you briefly lay out why you think the inflation risk premium is underpriced and what you're doing about it as a portfolio manager?
We have turned to inflation-linked bonds and inflation-linked swaps and different strategies to help navigate this environment, aiming to capture asymmetry between inflation risk and asset prices and to hedge against erosion in purchasing power.
Fidelity Answers: What kind of fixed income can protect my portfolio when inflation is rising?
Q: Ravin, before we launch into all of that, your core argument here is that markets are under appreciating the scale of the risks ahead when it comes to inflation.
The view is that inflation risk premium has been underpriced due to the current mix of supply shocks and pro-cyclical fiscal measures, which could lift inflation expectations in the short to medium term and justify using inflation-linked instruments to navigate the risk.
The Investor's Guide to Asia: Three investable ideas that caught a fund manager's eye
Q: Did you see the robot Kung Fu at the Spring Festival in China?
Yes, it was impressive from a technological and investor perspective, but the key takeaway is that real value will come from robots operating in real, productive environments rather than choreographed demonstrations.
Fidelity Answers: What impact is the Middle East conflict having on industry?
Q: What would be the top two or three questions you've been really focusing on then at the moment?
Analysts are prioritizing the path of energy prices, geopolitical risk premia, and the potential second- and third-order effects on supply chains and consumer demand across Europe and EMs, along with how these translate into portfolio positioning and sector opportunities.
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.

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?

This show concentrates on investing across Asia-Pacific, with a steady emphasis on China dynamics, macro trends, and regional opportunities. Episodes frequently explore themes like robotics, AI-driven growth, commodity cycles, dividends in Asia, and policy signals from domestic economies, blending on-the-ground market observations with portfolio strategy implications. A distinctive edge lies in practical, research-backed perspectives from Fidelity's regional experts, including equity and fixed income leadership, who translate macro developments into actionable ideas for investors exploring selective exposures in China, Korea, India, and broader Asia markets.

Where can I find podcast stats for The Investor's Guide to Asia?

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?

Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for The Investor's Guide to Asia, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for The Investor's Guide to Asia?

Rephonic provides comprehensive predictive audience data for The Investor's Guide to Asia, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

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. Exchanges
3. Thoughts on the Market
4. Making Sense
5. The McKinsey Podcast

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

The Investor's Guide to Asia launched 6 years ago and published 62 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?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for The Investor's Guide to Asia?

Rephonic pulls ratings and reviews for The Investor's Guide to Asia from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for The Investor's Guide to Asia?

Rephonic provides full transcripts for episodes of The Investor's Guide to Asia. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

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

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

1. Johnny Tseng
2. Sam Thomas
3. Edoardo Cilla
4. Tristan Purcell
5. Alex Laing
6. Rebecca Motta
7. Emma Newey Clark
8. Terrence Pang

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.

Find and pitch the right podcasts

We help savvy brands, marketers and PR professionals to find the right podcasts for any topic or niche. Get the data and contacts you need to pitch podcasts at scale and turn listeners into customers.
Try it free for 7 days