20 min

Fundamentals: China and the impending smartphone revolution Fidelity Answers: The Investment Podcast

    • Investing

Fundamentals is a new show from Fidelity Answers that taps the brains of our analysts for on-the-ground insights from around the world about the industries and businesses you're investing in. From trends to disruptions, from political upheavals to changing regulation, how are corporates responding to the growing complexity of global business and less predictable markets? Who will be the winners and who the losers?

-> Advances in material technology are paving the way for a smartphone revolution and it looks as though China will be the one leading the way. In fact China, long regarded as a copycat and laggard in the tech sector, is set to become a world leader not just in smartphones but a whole host of other related industries. What could this mean for the way you use your phone? What about the impact on suppliers and other big players in the smartphone sector? And how should investors be thinking about what could be the biggest gear shift in the industry since Apple launched the iPhone? 

In this podcast, Asia Editor Neil Gough talks to Fidelity's Casey McLean, an equity analyst covering tech hardware, semiconductors and the smartphone supply chain across Asia, and Peter Carter, an equity analyst with a focus on tech hardware and industrial automation in China.

Fundamentals is a new show from Fidelity Answers that taps the brains of our analysts for on-the-ground insights from around the world about the industries and businesses you're investing in. From trends to disruptions, from political upheavals to changing regulation, how are corporates responding to the growing complexity of global business and less predictable markets? Who will be the winners and who the losers?

-> Advances in material technology are paving the way for a smartphone revolution and it looks as though China will be the one leading the way. In fact China, long regarded as a copycat and laggard in the tech sector, is set to become a world leader not just in smartphones but a whole host of other related industries. What could this mean for the way you use your phone? What about the impact on suppliers and other big players in the smartphone sector? And how should investors be thinking about what could be the biggest gear shift in the industry since Apple launched the iPhone? 

In this podcast, Asia Editor Neil Gough talks to Fidelity's Casey McLean, an equity analyst covering tech hardware, semiconductors and the smartphone supply chain across Asia, and Peter Carter, an equity analyst with a focus on tech hardware and industrial automation in China.

20 min