Relative Return: Does investing in China still stack up?

Podcast Relative Return

31 August 2023
| By Laura Dew |
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In this episode of Relative Return, host Maja Garaca Djurdjevic chats to Gary Monaghan, investment director for Asian equities at Fidelity, about opportunities in Asia and the firm’s recent win at the Fund Manager of the Year Awards.

Listen as they discuss:

  • Why Chinese technology doesn’t equal all Asian technology stocks
  • How the US sanctions have helped China
  • The firm’s win at this year’s Fund Manager of the Year Awards for its Fidelity Asia Fund
  • What factors are making India the next ‘darling of Asia’
  • The economic impact of China’s property problems on Australia

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