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The Investor's Guide to ChinaAuthor: Fidelity International
The Investor's Guide to China takes you deep into the workings of the Chinese economy and its financial markets. In each episode Fidelity International brings you a cast of experts who invest in the world's second largest economy. Listen to how they use decades of investment expertise to find the most exciting opportunities, as well as identify the areas best avoided. Language: en-us Genres: Business, Business News, Investing, News Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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The Investor's Guide to China: The bull vs bear debate (#35)
Wednesday, 18 December, 2024
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 capping gains in equities. Who is right? Is China a treasure trove or a value trap? What more can policymakers do to restore confidence? And how should stock pickers adapt to an evolving Chinese economy? In this special episode, Marty Dropkin, Head of Equities, Asia Pacific, investigates both sides of this debate with the help of two veteran portfolio managers at Fidelity International: Dale Nicholls, who plays China bull, and Nick Price, who presents the bear case. With an additional contribution from Asia Economist Peiqian Liu. READ Read a summary of this episode here.See omnystudio.com/listener for privacy information.
