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The Investor’s Guide to China: The renminbi effect (#31)

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Contenuto fornito da Fidelity International. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Fidelity International o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

In this episode, we turn our attention to something that affects almost every investor in China: a weakening renminbi. The Chinese currency has lost almost 10 per cent against the US dollar in the last 18 months.

Is this a result of economic weakness in China or just another chapter in the strong dollar story? How is the renminbi performing against other currencies like the Japanese yen? Is currency weakness a cyclical challenge for the country or a structural trend? And what should investors do about it?

To help answer these questions, Marty Dropkin, Head of Equities, Asia Pacific, is joined by Asia Economist, Peiqian Liu, and Fixed Income Portfolio Manager, Belinda Liao.

With additional contributions from Portfolio Manager Casey McLean.

To read more on the renminbi, please visit fidelityinternational.com

To read Belinda’s article on hedging, click here.

To listen to the previous podcast episode on ‘Japanification’, click here.

See omnystudio.com/listener for privacy information.

  continue reading

110 episodi

Artwork
iconCondividi
 
Manage episode 429465832 series 2311322
Contenuto fornito da Fidelity International. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Fidelity International o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

In this episode, we turn our attention to something that affects almost every investor in China: a weakening renminbi. The Chinese currency has lost almost 10 per cent against the US dollar in the last 18 months.

Is this a result of economic weakness in China or just another chapter in the strong dollar story? How is the renminbi performing against other currencies like the Japanese yen? Is currency weakness a cyclical challenge for the country or a structural trend? And what should investors do about it?

To help answer these questions, Marty Dropkin, Head of Equities, Asia Pacific, is joined by Asia Economist, Peiqian Liu, and Fixed Income Portfolio Manager, Belinda Liao.

With additional contributions from Portfolio Manager Casey McLean.

To read more on the renminbi, please visit fidelityinternational.com

To read Belinda’s article on hedging, click here.

To listen to the previous podcast episode on ‘Japanification’, click here.

See omnystudio.com/listener for privacy information.

  continue reading

110 episodi

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