The Investor's Guide to Asia

Author: Fidelity International

We bring you ideas from Fidelity International's investment experts across the Asia Pacific region, helping you chart your path through these vibrant markets. With regular macro and market insights on China.Also published on this feed is Fidelity Answers, the investment podcast where we put the questions investors are asking to our portfolio managers and analysts. Looking for invaluable sector views, market commentary, and the best investment thinking? Then this is the place for you.  
Be a guest on this podcast

Language: en-us

Genres: Business, Business News, Investing, News

Contact email: Get it

Feed URL: Get it

iTunes ID: Get it

Get all podcast data

Listen Now...

Fidelity Answers: What is Silicon Valley saying about cost (and jobs)?
Friday, 17 July, 2026

Will AI lead to mass layoffs? Are the costs already getting too much for companies? And are the billions of investment already starting to come good? Fresh from a visit to Silicon Valley, US equities portfolio manager Sam Thomas and tech analyst Jonathan Tseng answer these questions and more, with the help of new Fidelity analyst survey data and a macro study that predicts gains in growth. With additional contributions from multi asset analyst Kitty Yang and economist Edoardo Cilla. See omnystudio.com/listener for privacy information.