Episode description

Asia is more than half the world's population and most of the world's economic growth. It is as varied, with established, slower-growing economies like Japan and China and faster-growing economies like India and Vietnam. It is home to some of the world's most cutting edge technologies, like semiconductors in Taiwan and South Korea. And home to some future resource superpowers like Indonesia.

Within that opportunity set, Gary Monaghan and the team at Fidelity are plying their trade, searching for the best opportunities amongst the thousands of publicly-listed companies.

In today’s episode we speak to Gary about the opportunity in Asia: 

• The Fidelity investment philosophy and how that translates to Asian equities
• Why Gary thinks we should be investing in Asia
• The biggest misconceptions about Asia he hears from investors outside the region
• Which country Gary thinks is 'next up' after China and India
• We finish by deep diving on two stocks that Gary thinks best represent the Asian opportunity

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Thank you to Fidelity for sponsoring this episode in celebration of the launch of their Fidelity Asia Active ETF (ASX: FASI).

Visit www.fidelity.com.au to find out more.

Issued by FIL Responsible Entity (Australia) Limited, AFSL No. 409340. This is general information only and is not intended to be advice of any kind. Consider the PDS and TMD available at www.fidelity.com.au.

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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

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