The Investor’s Guide to Asia: The ‘haves’ and ‘have-nots’ episode artwork

EPISODE · Jun 18, 2026 · 38 MIN

The Investor’s Guide to Asia: The ‘haves’ and ‘have-nots’

from Fidelity Answers: The Investment Podcast · host Fidelity International

Asia has proven more resilient than expected to the Middle East oil market shock, but energy security and the AI capex cycle are reshaping the region into a more fragmented investment landscape, fund managers George Efstathopoulos and Terrence Pang tell Stuart Rumble in the latest episode.See omnystudio.com/listener for privacy information.

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The Investor’s Guide to Asia: The ‘haves’ and ‘have-nots’

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This episode was published on June 18, 2026.

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Asia has proven more resilient than expected to the Middle East oil market shock, but energy security and the AI capex cycle are reshaping the region into a more fragmented investment landscape, fund managers George Efstathopoulos and Terrence Pang...

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