The Investor's Guide to China

The Investor's Guide to China

Fidelity International

The Investor's Guide to China takes you deep into the workings of the Chinese economy and its financial markets. In each episode Fidelity International brings you a cast of experts who invest in the world's second largest economy. Listen to how they use decades of investment expertise to find the most exciting opportunities, as well as identify the areas best avoided. 

Categories: News & Politics

Listen to the last episode:

Chinese healthcare is a vast universe, spanning everything from biotech to traditional medicine. It is also increasingly important as a growth driver for the economy as China's population gets older.

But recent policy shifts - both domestically and internationally - have obscured that structural story. Is it time for investors to pause and rethink their approach to the sector? Or should they double down for the growth opportunity at current valuations?

To help answer these questions, Marty Dropkin, Head of Equities, Asia Pacific, is joined by two of Fidelity International’s portfolio managers who invest in Chinese healthcare: Hyomi Jie and Tina Tian.

With additional contributions from healthcare analysts Duanting Zhai and Lizheng Zhu.

They also talked about Hyomi and Duanting’s recent article on medical device makers in China. To read that article and find out more about China’s healthcare sector, please visit or click the following link:

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Previous episodes

  • 33 - The Investor's Guide to China: Healthcare (#30) 
    Fri, 07 Jun 2024
  • 32 - The Investor's Guide to China: Shareholder return (#29) 
    Wed, 24 Apr 2024
  • 31 - The Investor's Guide to China: Cities and migration (#28) 
    Fri, 08 Mar 2024
  • 30 - The Investor's Guide to China: China's bond market (#27) 
    Wed, 07 Feb 2024
  • 29 - The Investor's Guide to China: Transition materials (#26) 
    Tue, 19 Dec 2023
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