Relative Return: Does investing in China still stack up?
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
Recommended for you
In this episode of Relative Return Insider, host Keith Ford and AMP economist My Bui explore Prime Minister Anthony Albanese’s trip to the US and the critical minerals deal stemming from his meeting with President Donald Trump.
In this episode of Relative Return Insider, host Keith Ford and AMP chief economist Shane Oliver unpack the latest unemployment numbers and what they mean for a rate cut, as well as how the latest flare-up in the ongoing US–China trade dispute has highlighted the remaining disparity between gold and bitcoin.
In this episode of Relative Return Insider, host Keith Ford and AMP chief economist Shane Oliver take a look at the unfolding impacts and potential economic ramifications of the US government shutdown and the surge in gold and bitcoin prices.
In the latest episode of Relative Return Insider, host Keith Ford and AMP chief economist, Dr Shane Oliver, discuss this week’s RBA interest rate decision, a potential government shutdown in the US, and a new property scheme aimed at first home buyers.

