We’re joined today by Catherine Yeung, Hong Kong based Investment Director with Fidelity International. Catherine works closely with Portfolio Manager Jing Ning of Fidelity China Fund. From semiconductors and electronics to financials and auto manufacturing, Shanghai is a global economic powerhouse, a hub for many multinational companies, and the world's busiest shipping port. But recently, the city has faced a spike in COVID cases that has led to a complete lockdown of its over 25 million residents - China's largest since the pandemic began. This lockdown could have widespread implications for the world's second largest economy, with consumer spending down and short-term supply chain disruptions rippling through the country. Catherine shares her perspectives today with host Pamela Ritchie on what investors need to know about investing in China in the current economic environment. Additionally, Catherine and Pamela discuss China’s zero-COVID strategy, geopolitical considerations, and where she’s seeing opportunities in the country in the months ahead.

Recorded on April 5, 2022.

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