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Fidelity Answers: The Investment Podcast
Fidelity International
Fidelity Answers is a podcast channel from Fidelity International's editorial team. From tech cycles to The End of the Cycle, from downside protection to the upside of ESG, we bring you in depth conversations and the latest ideas from our analysts, portfolio managers and investment directors to explore the latest investment thinking.
As well as topical standalone episodes you'll find our series 'The Investor's Guide to China' where we put the economic powerhouse under the microscope with on-the-ground experts; and 'Fundamentals', a series where the analysts discuss the implications of their latest research, from 5G technology to the plight of the Orangutan.
***If you enjoy Fidelity Answers then whey not listen to our other show, 'Rich Pickings: Fidelity's Asset Allocation Podcast', where each month we dive into the latest market trends with Fidelity's asset allocation group, asking them how they're positioned and why. What will the portfolio managers reveal about their investment strategies? What are the team's hot cakes this month? And what would they drop like a hot potato?
Categorias: Noticias y política
Escuchar el último episodio:
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.
But recent policy shifts - both domestically and internationally - have obscured that structural story. Is it time for investors to pause and rethink their approach to the sector? Or should they double down for the growth opportunity at current valuations?
To help answer these questions, Marty Dropkin, Head of Equities, Asia Pacific, is joined by two of Fidelity International’s portfolio managers who invest in Chinese healthcare: Hyomi Jie and Tina Tian.
With additional contributions from healthcare analysts Duanting Zhai and Lizheng Zhu.
They also talked about Hyomi and Duanting’s recent article on medical device makers in China. To read that article and find out more about China’s healthcare sector, please visit fidelityinternational.com or click the following link: https://www.fidelityinternational.com/editorial/article/will-an-older-china-unleash-the-potential-for-homegrown-medical-tech-84e45f-en5/
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Episodios anteriores
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122 - The Investor's Guide to China: Healthcare (#30) Fri, 07 Jun 2024
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121 - Rich Pickings: The long-term themes challenging investors Thu, 25 Apr 2024
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120 - The Investor's Guide to China: Shareholder return (#29) Wed, 24 Apr 2024
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119 - The Investor's Guide to China: Cities and migration (#28) Fri, 08 Mar 2024
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118 - Rich Pickings: Asia and Latin America are reshaping the world for investors Mon, 19 Feb 2024
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117 - The Investor's Guide to China: China's bond market (#27) Wed, 07 Feb 2024
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116 - Rich Pickings: Ready for a reset | Analyst Survey 2024 Mon, 29 Jan 2024
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115 - Rich Pickings: What the lessons of 2023 can teach investors for the year ahead Thu, 21 Dec 2023
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114 - The Investor's Guide to China: Transition materials (#26) Tue, 19 Dec 2023
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113 - Rich Pickings: Outlook 2024 - Four ways forward Mon, 20 Nov 2023
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112 - The Investor's Guide to China: In conversation with Louis-Vincent Gave (#25) Wed, 25 Oct 2023
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111 - Rich Pickings: Higher rates - is the transmission mechanism broken... or just delayed Thu, 19 Oct 2023
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110 - The Investor's Guide to China: Japanification (#24) Tue, 10 Oct 2023
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109 - Rich Pickings: Challenging the narrative on recession, inflation and rates Thu, 27 Jul 2023
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108 - The Investor's Guide to China: De-dollarisation (#23) Tue, 18 Jul 2023
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107 - Private Credit: What role could it play in traditional portfolios? Mon, 19 Jun 2023
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106 - The Investor's Guide to China: China Consumer (#22) Tue, 20 Jun 2023
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105 - Bioacoustics: Bonus interview with Dr Doug Gurr Thu, 18 May 2023
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104 - Bioacoustics: Could sound solve biodiversity's data deficit? Thu, 18 May 2023
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103 - The Investor’s Guide to China: Decarbonising China (#21) Tue, 16 May 2023
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102 - Rich Pickings podcast: Preparing portfolios for climate risks Tue, 02 May 2023
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101 - The Investor’s Guide to China: Tech Hardware and the ‘Chip War’ (#20) Wed, 22 Mar 2023
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100 - Rich Pickings: Looking for cracks in the system after SVB Fri, 17 Mar 2023
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99 - Trade Offs | Bunge: The Analysis Tue, 21 Feb 2023
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98 - Trade Offs | Bunge: The Interview Tue, 21 Feb 2023
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97 - Trade Offs | Serco: The Interview Tue, 14 Feb 2023
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96 - Trade Offs | Serco: The Analysis Tue, 14 Feb 2023
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95 - Rich Pickings: Light at the end of the tunnel | Analyst Survey 2023 Mon, 13 Feb 2023
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94 - The Investor's Guide to China: China's reopening and supply chains (#19) Mon, 13 Feb 2023
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93 - Trade Offs | Baker Hughes: The Interview Tue, 07 Feb 2023
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92 - Trade Offs | Baker Hughes: The Analysis Tue, 07 Feb 2023
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91 - Trade Offs | Bayer: The Interview Tue, 31 Jan 2023
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90 - Trade Offs | Bayer: The Analysis Tue, 31 Jan 2023
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89 - Trade Offs | Bank of America: The Interview Tue, 24 Jan 2023
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88 - Trade Offs | Bank of America: The Analysis Tue, 24 Jan 2023
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87 - From Davos: Fidelity's CEO on Ukraine, central banks, and management sentiment Mon, 23 Jan 2023
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86 - Trailer: Trade Offs Thu, 19 Jan 2023
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85 - Rich Pickings: Your questions answered! Fri, 23 Dec 2022
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84 - The Investor's Guide to China: China's Onshore Markets (#18) Mon, 12 Dec 2022
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83 - Rich Pickings: Outlook 2023 - navigating the polycrisis Thu, 08 Dec 2022
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82 - The Investor's Guide to China: China's Next Phase (#17) Wed, 09 Nov 2022
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81 - The Investor's Guide to China: Private Markets (#16) Thu, 29 Sep 2022
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80 - Fed hike: What you're missing from the inflation narrative Fri, 23 Sep 2022
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79 - Tell us what you think about Fidelity Answers Wed, 07 Sep 2022
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78 - The Investor's Guide to China: Engaging with companies in China (#15) Thu, 11 Aug 2022
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77 - Rich Pickings: Where next for consumers and a download from Silicon Valley Mon, 08 Aug 2022
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76 - Help shape Fidelity Answers Thu, 14 Jul 2022
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75 - Rich Pickings: Turning the tanker - how engagement on sustainability is changing companies from within Mon, 04 Jul 2022
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74 - The Investor's Guide to China: Common Prosperity (#14) Tue, 07 Jun 2022
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73 - Rich Pickings: No easy answers - the ESG questions raised by the Russia-Ukraine war Wed, 11 May 2022