February 2020: Coronavirus - the view from China

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Rich Pickings: Fidelity's Asset Allocation Podcast

Business


This month we hear from those on the frontline about the impact of the coronavirus in China and beyond: how much is the outbreak clogging the engine of the global economy, how are supply chains coping, and to what extent is disruption transmitting to other markets?  On the line from Hong Kong are Jing Ning, a portfolio manager with a focus on China, and Bryan Collins, Head of Fixed Income in Asia. And joining Richard Edgar, Editor in Chief, in the London studio is Anna Stupnytska, Head of Global Macro and Investment Strategy. We also hear what the latest data are saying with a reading from Ian Samson, Portfolio Manager; and equity research analyst Oliver Trimmingham outlines how the auto sector in China is being affected by the outbreak.  **If you enjoy Rich Pickings then why not try our sister podcast, Fidelity Answers, where we hear from the experts on a range of topics affecting markets, global economics, and the world of investing.**