The Investor's Guide to Asia

Author: Fidelity International

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.
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Genres: Business, Business News, Investing, News

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Fidelity Answers: Is there a new investment case for commodities and industrials?
Thursday, 26 February, 2026

After a decade in the doldrums, a perfect storm has driven prices of raw materials higher. In the race to mine, refine, and use them for everything from the energy transition to AI infrastructure, the commodities and industrials companies essential to the process are finally enjoying a moment in the sun. In the latest episode of Fidelity Answers we talk to portfolio managers Oliver Hextall and Ashish Bhardwaj, and analyst Laura Stafford, about how the trend is likely to develop and who is benefitting.See omnystudio.com/listener for privacy information.