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The Investor's Guide to China
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.
Categories: News & Politics
Listen to the last episode:
Chinese healthcare is a vast universe, spanning everything from biotech to traditional medicine. It is also increasingly important as a growth driver for the economy as China's population gets older.
But recent policy shifts - both domestically and internationally - have obscured that structural story. Is it time for investors to pause and rethink their approach to the sector? Or should they double down for the growth opportunity at current valuations?
To help answer these questions, Marty Dropkin, Head of Equities, Asia Pacific, is joined by two of Fidelity International’s portfolio managers who invest in Chinese healthcare: Hyomi Jie and Tina Tian.
With additional contributions from healthcare analysts Duanting Zhai and Lizheng Zhu.
They also talked about Hyomi and Duanting’s recent article on medical device makers in China. To read that article and find out more about China’s healthcare sector, please visit fidelityinternational.com or click the following link: https://www.fidelityinternational.com/editorial/article/will-an-older-china-unleash-the-potential-for-homegrown-medical-tech-84e45f-en5/
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Previous episodes
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33 - The Investor's Guide to China: Healthcare (#30) Fri, 07 Jun 2024
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32 - The Investor's Guide to China: Shareholder return (#29) Wed, 24 Apr 2024
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31 - The Investor's Guide to China: Cities and migration (#28) Fri, 08 Mar 2024
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30 - The Investor's Guide to China: China's bond market (#27) Wed, 07 Feb 2024
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29 - The Investor's Guide to China: Transition materials (#26) Tue, 19 Dec 2023
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28 - The Investor's Guide to China: In conversation with Louis-Vincent Gave (#25) Wed, 25 Oct 2023
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27 - The Investor's Guide to China: Japanification (#24) Tue, 10 Oct 2023
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26 - The Investor's Guide to China: De-dollarisation (#23) Tue, 18 Jul 2023
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25 - The Investor's Guide to China: China Consumer (#22) Tue, 20 Jun 2023
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24 - The Investor’s Guide to China: Decarbonising China (#21) Tue, 16 May 2023
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23 - The Investor’s Guide to China: Tech Hardware and the ‘Chip War’ (#20) Wed, 22 Mar 2023
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22 - The Investor's Guide to China: China's reopening and supply chains (#19) Mon, 13 Feb 2023
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21 - Trailer: Trade Offs Thu, 19 Jan 2023
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20 - The Investor's Guide to China: China's Onshore Markets (#18) Mon, 12 Dec 2022
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19 - The Investor's Guide to China: China's Next Phase (#17) Wed, 09 Nov 2022
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18 - The Investor's Guide to China: Private Markets (#16) Thu, 29 Sep 2022
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17 - Tell us what you think about Fidelity Answers Wed, 07 Sep 2022
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16 - The Investor's Guide to China: Engaging with companies in China (#15) Thu, 11 Aug 2022
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15 - Help shape Fidelity Answers Thu, 14 Jul 2022
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14 - The Investor's Guide to China: Common Prosperity (#14) Tue, 07 Jun 2022
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13 - The Investor's Guide to China: Supply Chains (#13) Thu, 28 Apr 2022
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12 - The Investor's Guide to China: Debt (#12) Mon, 21 Mar 2022
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11 - The Investor's Guide to China: Demographics (#11) Tue, 23 Nov 2021
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10 - The Investor's Guide to China: Regulation (#10) Wed, 13 Oct 2021
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9 - The Investor's Guide to China: China in the world - an interview with Gavekal's Louis-Vincent Gave (#9) Tue, 06 Jul 2021
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8 - The Investor's Guide to China: Trade and growth (#8) Wed, 07 Apr 2021
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7 - The Investor's Guide to China: Belt and Road (#7) Thu, 26 Nov 2020
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6 - The Investor's Guide to China: Consumers (#6) Thu, 06 Aug 2020
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5 - The Investor's Guide to China: Technology and innovation (#5) Thu, 21 May 2020
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4 - The Investor's Guide to China: Environment (#4) Tue, 18 Feb 2020
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3 - The Investor's Guide to China: Corporate governance (#3) Fri, 18 Oct 2019
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2 - The Investor's Guide to China: Stock picking (#2) Mon, 16 Sep 2019
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1 - The Investor's Guide to China: Opening up (#1) Tue, 11 Jun 2019