The Investor's Guide to China: Japanification (#24) episode artwork

EPISODE · Oct 10, 2023 · 42 MIN

The Investor's Guide to China: Japanification (#24)

from Fidelity Answers: The Investment Podcast · host Fidelity International

When you look at some of the big economic issues China is dealing with today—lacklustre growth, a real estate slump, price disinflation, or an ageing population—you quickly realise Japan has been through a lot of the same challenges. What can we learn from Japan’s experiences? Is there a policy playbook there for how to respond to similar economic pressures for China, or indeed, any other country confronting these challenges? In October’s episode, Catherine Yeung, Investment Director, and Marty Dropkin, Head of Equities, Asia Pacific, are joined by Miyuki Kashima, Head of Investments, Japan, and Eric Nie, Co-Head of Investments, China, to talk through the lessons learned from Japan’s economic journey and what’s going on in China today. With additional contributions from Ying Lu, Analyst & Portfolio Manager, and Reggie Pan, Investment Analyst. Read more at fidelityinternational.comSee omnystudio.com/listener for privacy information.

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The Investor's Guide to China: Japanification (#24)

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When you look at some of the big economic issues China is dealing with today—lacklustre growth, a real estate slump, price disinflation, or an ageing population—you quickly realise Japan has been through a lot of the same challenges. What can we...

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