The Bull Case for China: What’s Changed & Where to Invest - Lukasz de Pourbaix | Fidelity

Today's guest thinks we need to rethink our views on China.For year's the world's second largest economy has been seen seen as uninvestable. But there is evidence that things are starting to change. Tune in as we unpack where one of the world's largest investors is seeing opportunity in the Chinese market. We are joined by Lukasz de Pourbaix, Head of Strategic Sales & Solutions at Fidelity Australia.We cover:The key changes in China we need to be aware ofThe valuation gap between Chinese companies and their western peersA deeper dive into the 'DeepSeek moment' and a look at China's AIWhere Fidelity see the most compelling opportunities——— Thank you to Fidelity for sponsoring this episode.Learn more about the Fidelity Asia Active ETF by visiting their website.——— Want to get involved in the podcast? Record a voice note or send us a message   And come and join the conversation in the Equity Mates Facebook Discussion Group. ———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.  Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify) ———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.  ———Equity Mates Investing is a product of Equity Mates Media.  This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.  Equity Mates Media operates under Australian Financial Services Licence 540697.  Hosted on Acast. See acast.com/privacy for more information.