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The Investor's Guide to Asia: The great tariff reshape

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Manage episode 481411935 series 2311322
Content provided by Fidelity International. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Fidelity International or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

China has responded well to the US trade war. But other, domestically-focused economies, could fare even better. Fidelity fund manager George Efstathopoulos and Asia Economist Peiqian Liu join hosts Stuart Rumble and Taosha Wang to discuss China's prospects for the year ahead and how tariffs could reconfigure investment trends across the region as a whole.

With additional contributions from analyst Kitty Yang on why there's now money to be made in Japanese banks.

See omnystudio.com/listener for privacy information.

  continue reading

112 episodes

Artwork
iconShare
 
Manage episode 481411935 series 2311322
Content provided by Fidelity International. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Fidelity International or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

China has responded well to the US trade war. But other, domestically-focused economies, could fare even better. Fidelity fund manager George Efstathopoulos and Asia Economist Peiqian Liu join hosts Stuart Rumble and Taosha Wang to discuss China's prospects for the year ahead and how tariffs could reconfigure investment trends across the region as a whole.

With additional contributions from analyst Kitty Yang on why there's now money to be made in Japanese banks.

See omnystudio.com/listener for privacy information.

  continue reading

112 episodes

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