title

Fundamentals: Fidelity's Investment Research Podcast

Fundamentals: Fidelity's Investment Research Podca

0
Followers
0
Plays
Fundamentals: Fidelity's Investment Research Podcast

Fundamentals: Fidelity's Investment Research Podcast

Fundamentals: Fidelity's Investment Research Podca

0
Followers
0
Plays
OVERVIEWEPISODESYOU MAY ALSO LIKE

Details

About Us

Fundamentals is a podcast from Fidelity International that taps the brains of our analysts for on-the-ground insights from around the world about the industries and businesses you're investing in. From trends to disruptions, from political upheavals to changing regulation, how are corporates responding to the growing complexity of global business and less predictable markets? Who will be the winners and who the losers?

Latest Episodes

China and the impending smartphone revolution

Advances in material technology are paving the way for a smartphone revolution and it looks as though China will be the one leading the way. In fact China, long regarded as a copycat and laggard in the tech sector, is set to become a world leader not just in smartphones but a whole host of other related industries. What could this mean for the way you use your phone? What about the impact on suppliers and other big players in the smartphone sector? And how should investors be thinking about what could be the biggest gear shift in the industry since Apple launched the iPhone? In this podcast, Asia Editor Neil Gough talks to Fidelity's Casey McLean, an equity analyst covering tech hardware, semiconductors and the smartphone supply chain across Asia, and Peter Carter, an equity analyst with a focus on tech hardware and industrial automation in China.

20 MIN2018 DEC 20
Comments
China and the impending smartphone revolution

Shipping and the new law that could stem the global economy

Shipping is the lifeblood of the global economy but it's also one of the world's worst polluters. Of the entire global transport sector, shipping accounts for 90 per cent of its sulphur dioxide emissions, a gas with grave environmental impacts: deforestation, acidic rivers, and poisoned wildlife. In an effort to tackle the problem the UN's International Maritime Organisation plans to introduce new caps to further restrict the amount of sulphur dioxide generated by commercial shipping. The regulatory impact is likely to be immense and not just for the sector - manufacturers, retailers, consumers, even fuel prices themselves. In this podcast, Editor in Chief Richard Edgar talks to two of Fidelity's senior analysts about the forthcoming law: shipping credit analyst Jonathan Neve, and North America energy equity analyst Paul Gooden.

22 MIN2018 DEC 20
Comments
Shipping and the new law that could stem the global economy
the END

Latest Episodes

China and the impending smartphone revolution

Advances in material technology are paving the way for a smartphone revolution and it looks as though China will be the one leading the way. In fact China, long regarded as a copycat and laggard in the tech sector, is set to become a world leader not just in smartphones but a whole host of other related industries. What could this mean for the way you use your phone? What about the impact on suppliers and other big players in the smartphone sector? And how should investors be thinking about what could be the biggest gear shift in the industry since Apple launched the iPhone? In this podcast, Asia Editor Neil Gough talks to Fidelity's Casey McLean, an equity analyst covering tech hardware, semiconductors and the smartphone supply chain across Asia, and Peter Carter, an equity analyst with a focus on tech hardware and industrial automation in China.

20 MIN2018 DEC 20
Comments
China and the impending smartphone revolution

Shipping and the new law that could stem the global economy

Shipping is the lifeblood of the global economy but it's also one of the world's worst polluters. Of the entire global transport sector, shipping accounts for 90 per cent of its sulphur dioxide emissions, a gas with grave environmental impacts: deforestation, acidic rivers, and poisoned wildlife. In an effort to tackle the problem the UN's International Maritime Organisation plans to introduce new caps to further restrict the amount of sulphur dioxide generated by commercial shipping. The regulatory impact is likely to be immense and not just for the sector - manufacturers, retailers, consumers, even fuel prices themselves. In this podcast, Editor in Chief Richard Edgar talks to two of Fidelity's senior analysts about the forthcoming law: shipping credit analyst Jonathan Neve, and North America energy equity analyst Paul Gooden.

22 MIN2018 DEC 20
Comments
Shipping and the new law that could stem the global economy
the END
hmly
himalayaプレミアムへようこそ聴き放題のオーディオブックをお楽しみください。