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.  
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Language: en-us

Genres: Business, Business News, Investing, News

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The Investor’s Guide to Asia: Japan is back. But is this time different?
Wednesday, 11 November, 2026

Two months of global volatility have halted a bullish run for Tokyo stock markets. But after decades marked by deflation, weak nominal growth, and relatively poor corporate profitability, Japan’s investment landscape has changed. In this episode of the podcast, Amit Moudgil asks portfolio managers Min Zeng and George Efstathopoulos, with help from economist Peiqian Liu, to dig through the forces behind that change and where they see opportunities for investors from here. See omnystudio.com/listener for privacy information.