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Catherine Yeung

Catherine Yeung - Investment Director

In this interview with Citywire, Hong Kong-based Catherine Yeung, Investment Director, Fidelity China Special Situations PLC, gives a snapshot of a recovering China and what the latest earnings season tells us about businesses moving forward.

Podcast 31 min listen

The Investor's Guide to China podcast: Shareholder return

The story of China's economy has long been one of rapid growth. But investors are turning their attention to something more long-lasting: shareholder returns.

Catherine Yeung + 7 others | 24 April 2024

Podcast 34 min listen

The Investor's Guide to China podcast: Cities and migration

Where people live within China - and why - is fundamental to understanding the country’s changing demographics.

Catherine Yeung + 7 others | 11 March 2024

Podcast 30 min listen

The Investor's Guide to China podcast: China's bond market

Catherine Yeung and Marty Dropkin tackle a topic that often flies under the radar, but could in fact hold great potential for investors: China’s bond market.

Catherine Yeung + 7 others | 7 February 2024

Podcast 25 min listen

The Investor's Guide to China podcast: Transition materials

Exploring the critical role of transition materials — such as lithium and cobalt, essential to developing and deploying clean energy technologies.

Catherine Yeung + 7 others | 20 December 2023

Podcast 31 min listen

The Investor's Guide to China podcast: In conversation with Louis-Vincent Gave

In this special edition of The Investor’s Guide to China, Catherine Yeung, Investment Director, is joined in Hong Kong by Gavekal's Louis-Vincent Gave.

Catherine Yeung + 2 others | 25 October 2023

Podcast 42 min listen

The Investor's Guide to China podcast: Japanification

When you look at some of the big economic issues China is dealing with today, you quickly realise Japan has been through a lot of the same challenges.

Catherine Yeung + 7 others | 11 October 2023

Podcast 35 min listen

The Investor's Guide to China podcast: De-dollarisation

When it comes to currencies, it often feels like it's all about the US dollar. Although the greenback has dominated international trade and finance for decades

Catherine Yeung + 9 others | 18 July 2023

Podcast 38 min listen

The Investor's Guide to China podcast: China Consumer

China’s economic rebound hasn’t been as strong as many anticipated.

Catherine Yeung + 7 others | 20 June 2023

Podcast 33 min listen

The Investor's Guide to China podcast: Decarbonising China

2021 was a big year for the global fight against climate change. China's president, Xi Jinping, again pledged that China would hit peak emissions by 2030.

Catherine Yeung + 8 others | 16 May 2023

Podcast 35 min listen

The Investor's Guide to China podcast: Tech Hardware and the 'Chip War'

Chip shortages at the start of the Covid pandemic threw semiconductors into the limelight. More recently, chips have been the focus of trade tensions.

Catherine Yeung + 8 others | 21 March 2023

The Investor’s Guide to China podcast: China’s reopening and supply chains

The Investor’s Guide to China podcast: China’s reopening and supply chains

Catherine Yeung + 7 others | 12 February 2023

Podcast 32 min listen

The Investor's Guide to China podcast: China's Onshore Markets

China's economy and its markets have faced a number of headwinds in 2022. Slowing growth, geopolitical uncertainty, the impact of the country's Covid policy

Catherine Yeung + 8 others | 12 December 2022

Podcast 35 min listen

The Investor's Guide to China podcast: China's Next Phase

What's going to happen as we enter a new phase of the Chinese growth story under President Xi Jinping's leadership.

Catherine Yeung + 7 others | 8 November 2022

Podcast 35 min listen

The Investor's Guide to China podcast: Private Markets

So much of the investment conversation is dominated by companies that have already gone public. But it's not always just about listed companies.

Catherine Yeung + 6 others | 29 September 2022

Podcast 47 min listen

The Investor's Guide to China podcast: Engaging with companies in China

To many outsiders, Chinese equity investing might conjure up images of a huge momentum-fuelled market where investors revel in speculation.

Catherine Yeung + 9 others | 14 August 2022

Podcast 33 min listen

The Investor's Guide to China podcast: Common Prosperity

The phrase "common prosperity" has certainly been getting a lot of air time recently, both domestically in China as well as around the world.

Catherine Yeung + 7 others | 7 June 2022

Podcast 34 min listen

The Investor's Guide to China podcast: Supply Chains

Now over two years into this pandemic and the world is still battling some serious supply chain disruptions.

Catherine Yeung + 8 others | 28 April 2022

Podcast 44 min listen

The Investor's Guide to China podcast: Debt

With debt continuing to be a very strong focus for investors, it’s important to differentiate between good debt and bad debt.

Catherine Yeung + 8 others | 21 March 2022

Podcast 43 min listen

The Investor's Guide to China podcast: Demographics

China’s labour pool is shrinking as the population ages. How people save and invest signals challenges and opportunities for China’s pension system.

Paras Anand + 10 others | 23 November 2021

Podcast 33 min listen

The Investor's Guide to China podcast: Regulation

How should investors look at a pick-up in regulatory activity that has affected some of China’s biggest and most dynamic companies?

Paras Anand + 7 others | 13 October 2021

Podcast 39 min listen

Rich Pickings podcast: The real workhorse of Asia Pacific

"Emerging growth versus value orientation and corporate governance changes makes for a really attractive region," says portfolio manager Dale Nicholls.

Richard Edgar + 4 others | 13 May 2021

Podcast 30 min listen

The Investor's Guide to China podcast: Consumers

"Premiumisation and technology-driven innovative business models are two areas where growth potential is underestimated," says Portfolio Manager Hyomi Jie.

Paras Anand + 7 others | 11 August 2020

Article 1 min read

How to think about dividend cuts

A spate of dividend reductions or postponements has raised concerns among investors globally. But not all dividend cuts are created equal.

Matthew Jennings + 4 others | 20 April 2020

Blog 2 min read

Markets flash volatility on, risk off, but pockets of resilience remain

Risk assets extended their recent selloff, but amid the renewed volatility are some areas of unexpected outperformance.

George Efstathopoulos + 2 others | 26 February 2020

Article 2 min read

China bank shares tumble on US ruling that could trigger penalties

Shares declined on news that linked three Chinese banks to a US judge’s finding of contempt of court in a case related to North Korean sanctions violations.

Catherine Yeung | 25 June 2019

Article 1 min read

Chinese stocks brace for increased capital flows

MSCI is quadrupling the weighting of Chinese shares in its benchmark indexes, highlighting the country's increasing centrality in global finance.

Catherine Yeung | 4 March 2019

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