The Investor's Guide to China: Supply Chains (#13)

Fidelity Answers: The Investment Podcast

English - April 28, 2022 03:06 - 33 minutes - 30.6 MB - ★★★★★ - 7 ratings
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Previous Episode: Rich Pickings: Tectonic shifts - mapping the disruption to economies and supply chains

Next Episode: Rich Pickings: No easy answers - the ESG questions raised by the Russia-Ukraine war

Now over two years into this pandemic and the world is still battling some serious supply chain disruptions - all the more so, of course, with the war in Ukraine and sanctions on Russia, plus Covid-related lockdowns in China. How are companies reacting to the constant stream of disruptions and what are they doing to help mitigate risk? What should China investors be wary of and where are the opportunities?

Catherine Yeung, Investment Director, and Marty Dropkin, Head of Asian Fixed Income & Hong Kong Investments, are joined by Fixed Income Portfolio Manager Belinda Liao and Equity Analyst & Portfolio Manager Terence Tsai to discuss how China is navigating through these supply chain disruptions.

With additional contributions from Charvi Pandey, Equity Analyst, and Ben Li, Equity Analyst & Portfolio Manager.