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Content provided by Fidelity International. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Fidelity International or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
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The Investor's Guide to China: China Consumer (#22)
Manage episode 366559878 series 2311322
Content provided by Fidelity International. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Fidelity International or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
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 crisis. However, the Chinese consumer was really the one that was expected to underpin and power this recovery.
At the beginning of June, Fidelity’s global investment team embarked on a research trip to Shanghai and Hefei in eastern Anhui province where they met with dozens of companies. To get their on-the-ground insights, Catherine Yeung, Investment Director, and Marty Dropkin, Head of Equities, Asia Pacific, are joined in this episode by portfolio managers Dale Nicholls and Hyomi Jie.
With additional contributions from Eric Zhu, Research Associate, and Eric Tse, Investment Analyst.
Read more at fidelityinternational.com
See omnystudio.com/listener for privacy information.
109 episoade
Distribuie
Manage episode 366559878 series 2311322
Content provided by Fidelity International. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Fidelity International or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
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 crisis. However, the Chinese consumer was really the one that was expected to underpin and power this recovery.
At the beginning of June, Fidelity’s global investment team embarked on a research trip to Shanghai and Hefei in eastern Anhui province where they met with dozens of companies. To get their on-the-ground insights, Catherine Yeung, Investment Director, and Marty Dropkin, Head of Equities, Asia Pacific, are joined in this episode by portfolio managers Dale Nicholls and Hyomi Jie.
With additional contributions from Eric Zhu, Research Associate, and Eric Tse, Investment Analyst.
Read more at fidelityinternational.com
See omnystudio.com/listener for privacy information.
109 episoade
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Similar cu Fidelity Answers: The Investment Podcast
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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1
Wholesaling Inc with Brent Daniels
Find distressed properties for pennies on the dollar and turn them for huge profits!
Let’s face it, Real estate education has lost the script. Everybody “claims” to have the secret sauce. They get you to sign up, get you to bite on a “magic” formula, but there’s no real tools to get there. There’s so much talk, no practical steps. It’s not instructional, it’s hype. The ideas aren’t focused on your success, it’s focused on theirs. Well, it doesn’t have to be that way. If you’ve been searching for a way to escape the rat race and achieve true financial freedom wholesaling real ...
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Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
…
continue reading
This famously is the year of elections. So the Stephanomics feed has been taken over by our bonus series, Voternomics. It’s a weekly look at the way geopolitics - and elections - are upending the longstanding assumptions of policymakers and business people around the world. Hosted by Stephanie Flanders, head of Bloomberg Economics and former BBC economics editor, former government advisor Allegra Stratton and Opinion columnist and author Adrian Wooldridge.
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…
continue reading
The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
…
continue reading
Bloomberg Radio host Barry Ritholtz has in-depth discussions with the people and ideas that shape markets, investing and business.
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
Montgomery & Co. is a weekly podcast where WNBA champion and part-owner of the Atlanta Dream Renee Montgomery is joined by her mother Bertela Montgomery, her sister Nicole Young and her wife Sirena Grace as they chart a unique path through the business world as four black and brown women keeping their family first at all times. Both insightful and compelling, this one-of-a-kind talk show combines interviews with some of the world’s top innovators & entrepreneurs with sports and culture conve ...
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