『The Investor's Guide to Asia』のカバーアート

The Investor's Guide to Asia

The Investor's Guide to Asia

著者： Fidelity International
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概要

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.

2026 Fidelity International 個人ファイナンス 政治・政府 経済学
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  • Fidelity Answers BONUS: How investors can make the most of change | With Mark Schmehl

    Fidelity Answers BONUS: How investors can make the most of change | With Mark Schmehl
    2026/11/02

    Have the past few years just been a blip or is it possible to deliver the sort of returns the AI boom has provided on a longer-term basis? In this bonus episode of the podcast leading US portfolio manager Mark Schmehl talks to Seb Morton-Clark about the longer-term methods that have delivered for him, maximising returns from changing businesses, and where he's looking now in the search for more.

    See omnystudio.com/listener for privacy information.
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    23 分
  • Fidelity Answers: Is now a time for caution?

    Fidelity Answers: Is now a time for caution?
    2026/10/16

    With markets entering a less certain phase, defensive strategies are coming to the fore. But how do you construct resilience without missing out on the rally? Multi-asset portfolio managers Mario Baronci and Pranav Aggarwal tell Seb Morton-Clark what they're buying now to secure capital against radically contrasting future scenarios.

    See omnystudio.com/listener for privacy information.
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    36 分
  • The Investor’s Guide to Asia: Asia's AI trade

    The Investor’s Guide to Asia: Asia's AI trade
    2026/10/05

    In the latest episode of The Investors’ Guide to Asia, portfolio managers Joseph Zhang and Terence Tsai tell Amit Moudgil that the AI boom in China, Taiwan and Korea - and elsewhere - has much further to run, even if some elements look more stretched than a year ago. Plus Asia Economist Peiqian Liu on Asia's fiscal response to the Iran oil shock.

    See omnystudio.com/listener for privacy information.
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    39 分
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