The Investor's Guide to China Podcast
1) The Investor's Guide to Asia: Innovation
Tariffs and chip export bans don't sound like good news for Asian technology companies. But Fidelity fund manager Tina Tian and equities analyst Jonathan Tseng actually view current geopolitical tensi...Show More
2) The Investor's Guide to China: The bull vs bear debate (#35)
As we wrap up 2024, investors remain divided on the future of the Chinese stock market. Bullish investors are betting on policy support to spark a rebound, while the sceptics see structural challenges...Show More
3) The Investor’s Guide to China: Dealing with China's debt (#33)
China has come out with a string of policies that are targeted to reinvigorate economic growth. Some of the policies are adding leverage to the government’s balance sheet. A question that investors ar...Show More
4) The Investor’s Guide to China: The renminbi effect (#31)
In this episode, we turn our attention to something that affects almost every investor in China: a weakening renminbi. The Chinese currency has lost almost 10 per cent against the US dollar in the las...Show More
5) The Investor's Guide to China: Healthcare (#30)
Chinese healthcare is a vast universe, spanning everything from biotech to traditional medicine. It is also increasingly important as a growth driver for the economy as China's population gets older. ...Show More
6) The Investor's Guide to China: China's bond market (#27)
In this episode, Catherine Yeung, Investment Director, and Marty Dropkin, Head of Equities, Asia Pacific, tackle a topic that often flies under the radar, but could in fact hold great potential for in...Show More
7) The Investor's Guide to China: Transition materials (#26)
In this episode, Catherine Yeung, Investment Director, and Marty Dropkin, Head of Equities, Asia Pacific, explore the critical role of transition materials — minerals and elements, such as lithium, co...Show More
8) The Investor's Guide to China: In conversation with Louis-Vincent Gave (#25)
In this special edition of The Investor’s Guide to China, Catherine Yeung, Investment Director, is joined in Hong Kong by Louis-Vincent Gave, the founder and CEO of Gavekal, a leading independent prov...Show More
The Investor's Guide to China: In conversation with Louis-Vincent Gave (#25)
30:39 | Oct 25th, 2023
9) The Investor's Guide to China: De-dollarisation (#23)
When it comes to currencies, it often feels like it's all about the US dollar. Although the greenback has dominated international trade and finance for decades, some subtle shifts have started playing...Show More
10) The Investor's Guide to China: China Consumer (#22)
China’s economic rebound hasn’t been as strong as many anticipated. But then, it’s not that surprising, as no one was expecting any major stimulus like in previous cycles, such as the global financial...Show More