The Investor's Guide to Asia

Fidelity International
  • 5.0 (2)
  • INVESTING
  • UPDATED MONTHLY

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.

  1. FEB 6

    Fidelity Answers | BONUS: Why you can't - and shouldn't - take central bank independence for granted | With Salman Ahmed

    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.  See omnystudio.com/listener for privacy information.

    12 min
  2. Fidelity Answers: What will falling US interest rates mean for my portfolio?

    JAN 27

    Fidelity Answers: What will falling US interest rates mean for my portfolio?

    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 States and what it will mean for investors, while Senior Sovereign Analyst Andressa Tezine explains the political risks of an election year in Brazil. See omnystudio.com/listener for privacy information.

    37 min
  3. The Investors Guide to Asia: Is 2026 the year for India?

    JAN 15

    The Investors Guide to Asia: Is 2026 the year for India?

    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 we should focus more on India’s long-term growth story. With Stuart Rumble and Toasha Wang. Additional contributions from Portfolio Manager Terence Tsai and Asia Economist Peiqian Liu. See omnystudio.com/listener for privacy information.

    36 min
  4. Fidelity Answers: BONUS | We're not in an AI bubble yet - here's why

    12/16/2025

    Fidelity Answers: BONUS | We're not in an AI bubble yet - here's why

    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 edition of the Fidelity Answers podcast Patrick Graham puts four possible flaws in the AI investment case to Terence Tsai, one of Fidelity's portfolio managers who has invested strongly in the boom and therefore one of the people looking hardest for evidence of when it ends.  See omnystudio.com/listener for privacy information.

    20 min
  5. Fidelity Answers: If I’m worried about US tech then where else can I make decent returns?

    11/27/2025

    Fidelity Answers: If I’m worried about US tech then where else can I make decent returns?

    Demand isn’t the main driver of profitability, supply is. In the latest edition, portfolio managers Fred Sykes and Tom Record look for the money left in the AI boom and places to hide if it goes wrong, while arguing investors should obsess a bit less about GDP growth and macroeconomics.  Plus: analyst Srishti Sinha on the risks to a US power sector flooded with datacentre investment.   See omnystudio.com/listener for privacy information.

    30 min
  6. The Investor's Guide to Asia: Korean value and a new era of shareholder return

    10/31/2025

    The Investor's Guide to Asia: Korean value and a new era of shareholder return

    It’s one of this year’s global stock market success stories: South Korean equities are emerging from decades in the shadows as reforms of corporate governance change the way foreign capital sees the Seoul market. With the help of fund managers Jochen Breuer and Lynda Zhou, this month’s podcast investigates whether that surge in confidence is really justified, what else needs to be done for it to continue, and where in the region is also making advances when it comes to shareholder returns.  With additional contributions from Asia Economist Peiqian Liu, who gives us her take on China's 4th plenum, and Analyst JaeMin Shim. Hosted by Stuart Rumble and Toasha Wang.   See omnystudio.com/listener for privacy information.

    33 min
  7. Fidelity Answers: How to reimagine investing for an ageing world?

    10/24/2025

    Fidelity Answers: How to reimagine investing for an ageing world?

    What are the challenges - and opportunities - that longevity poses to investors? What are the investment solutions that can support longer lives and how can portfolios benefit? Seb Morton-Clark is joined by the Director of the National Institute for Ageing Nic Palmarini, Fidelity's Global Head of Client Solutions Katie Roberts, and Portfolio Manager Julie-Ann Ashcroft. With additional contributions form Global Head of Macro Salman Ahmed. Click here for an extended interview with Salman on what older populations mean for economies and the wider world. See omnystudio.com/listener for privacy information.

    36 min
  8. Fidelity Answers: BONUS | The economics of longevity with Salman Ahmed

    10/24/2025

    Fidelity Answers: BONUS | The economics of longevity with Salman Ahmed

    An ageing global population is set to bring profound pressures to bear on the macroeconomic models and norms of the past century. Can we make it all work? Here Fidelity International's Global Head of Macro Salman Ahmed discusses the likely impact on inflation, taxation, public debt and inequality, and the choices policymakers will have to make in response.    See omnystudio.com/listener for privacy information.

    22 min
See All (52)

Ratings & Reviews

5
out of 5
2 Ratings

About

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.

Information

  • Creator
    Fidelity International
  • Years Active
    2020 - 2026
  • Episodes
    52
  • Rating
    Clean
  • Copyright
    © 2026 Fidelity International
  • Show Website
    The Investor's Guide to Asia

You Might Also Like