logo
episode-header-image
Jul 2021
34m 17s

The Investor's Guide to China: China in ...

FIDELITY INTERNATIONAL
About this episode

China's role in global affairs is more important - and more complex - than ever. From geopolitics and economics to the battle against climate change, the country's participation in global issues presents investors with opportunities but also requires unwavering attention. Central to any analysis must be an understanding of how China hopes to portray itself and why the country seeks certain roles on the world stage.

To discuss China's place in the world, Paras Anand, Global Chief Investment Officer for Asia Pacific, is joined by Louis-Vincent Gave, Founder and CEO of Gavekal, a leading independent provider of global investment research. With additional contributions from Arthur Kroeber, Gavekal's Head of Research, Velislava Dimitrova, a Fidelity portfolio manager, and Alice Li, an analyst based in Fidelity's Hong Kong office.

Read more at fidelityinternational.com.

 

See omnystudio.com/listener for privacy information.

Up next
Jul 17
Fidelity Answers: What is Silicon Valley saying about cost (and jobs)?
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 questi ... Show More
38m 49s
Jun 29
Fidelity Answers: Where should I look if I need to play defence?
With AI soaking up the lion's share of investor attention (and capital), opportunities are appearing in other parts of the market to pick up quality assets at relatively attractive valuations. Seb Morton-Clark talks to Portfolio Managers Tristan Purcell and Alex Laing, and Direct ... Show More
32m 58s
Jun 18
The Investor’s Guide to Asia: The ‘haves’ and ‘have-nots’
Asia has proven more resilient than expected to the Middle East oil market shock, but energy security and the AI capex cycle are reshaping the region into a more fragmented investment landscape, fund managers George Efstathopoulos and Terrence Pang tell Stuart Rumble in the lates ... Show More
38m 14s
Recommended Episodes
Sep 2025
Exploring China's Digital Belt & Road with Louis-Vincent Gave
Dan Nathan and Peter Boockvar host Louis-Vincent Gave, founder and CEO of Gavekal, to discuss the evolving dynamics of China trade. The conversation explores China's response to U.S. restrictions on technology, particularly semiconductors, and the broader implications of the grow ... Show More
48m 19s
Aug 2025
MacroVoices #495 Louis-Vincent Gave: Understanding China's Structural Growth Drivers
<p class="p1">MacroVoices Erik Townsend &amp; Patrick Ceresna welcome, Louis-Vincent Gave. They'll discuss his long-term perspective on China’s role in the global economy, highlighting both its extraordinary infrastructure ambitions and the challenges of securing foreign capital ... Show More
1h 2m
Mar 2024
The Investor's Guide to China: Cities and migration (#28)
<p>Where people live within China - and why - is fundamental to understanding the country’s changing demographics. That, in turn, has important implications for the Chinese economy, consumption trends, and where investors should be looking.</p> <p>In this episode, <strong>Catheri ... Show More
33m 19s
Sep 2020
A Moment of Global Adjustment: China’s Ambitions in the Wake of Covid-19
In this episode of Building the Future, Dan Runde is joined once again by Dr. Jonathan Ward, author of China’s Vision for the World, to discuss how China’s relationship with the rest of the world has changed in the last 18 months. This time around, the pair analyze the growing re ... Show More
15m 31s
Feb 2025
Examining China's Recent Tech Rally
On today's episode, we look at the forces driving China's recent tech rally with Jason Lui, Head of APAC Equity & Derivative Strategy at BNP Paribas. Plus - a discussion on how a newly proposed round of tariffs from US President Donald Trump may move global markets with Jim Thorn ... Show More
21m 40s