The Investor's Guide to Asia: Chinese consumption - Labubu and beyond
Fidelity Answers: The Investment Podcast
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Show Notes
From Labubu dolls to EVs to AI, 2025 has turned up the volume on Chinese products and Chinese ideas, but it’s a tune financial investors need to listen to carefully. Hosts Stuart Rumble and Taosha Wang are joined by portfolio managers Cynthia Chen and Dale Nicholls to discuss the changing trends of Chinese consumers, and whether it can support the sort of growth that the government and global investors are looking for.
And Fidelity's Asia economist Peiqian Liu shares an update on the macro backdrop and the impact of the latest tariff announcements on the region.
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