The Investor's Guide to Asia: Forced to innovate

Negative headlines about geopolitics might suggest Asian companies will struggle to push technological boundaries. Quite the opposite, say Fidelity portfolio manager Tina Tian and technology analyst Jonathan Tseng, in this latest episode of The Investor’s Guide to Asia. Deepseek is just one example of a success story from the region. Hosted by Stuart Rumble and Taosha Wang, with additional contributions from Eric Tse on China's EV market and Peiqian Liu on the latest macro views on China.

For investment professionals only.

✅ AI in Asia: Why Taiwan is the enabler for both China & the US 🌏💻
✅ DeepSeek AI Breakthrough: How China is lowering compute costs by 50x 🧠🤖
✅ China’s EV Dominance: 60% of global EVs are made in China—hear how electrification in the country is set to spread 🚗⚡
✅ Geopolitics & Tariffs: How US-China tensions are reshaping the semiconductor & AI landscape 🏛️
✅ The Physical Manifestation of AI: From chatbots to robotics & automation—what’s coming next?
✅ Investment Implications: Where are the best growth opportunities in Asia? 📊

00:00 Intro
02:41 The DeepSeek moment
04:14 All AI roads lead to Taiwan
05:17 China's use of AI
07:43 A wake-up call for the West: what it should do now
09:49 Leading edge and trailing edge technologies
10:39 Electric vehicles: The unrivalled leader
13:14 China policy and tech innovation
16:08 Analyst insight | China EVs: autonomous driving, battery advances and geopolitics
20:08 The physical manifestation of AI
21:27 Translating research into investment ideas
22:32 Under appreciated structural advantages to deliver innovation
23:56 Exciting emerging technologies
26:46 China Macro | Targets and what to take from the NPC
29:44 Why tariffs help Asia innovation
32:59 Sum-up and outro