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Neil Gough

Neil Gough - Asia Editor

Asia Editor

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 35 min listen

The Investor's Guide to China podcast: China in the world

"Xi Jingping completely changed the mould," says Louis-Vincent Gave, CEO and Founder of Gavekal.

Paras Anand + 3 others | 8 July 2021

Video 7 min watch

On the ground with China's ZTO logistics fleet

Fidelity analysts and portfolio managers engage with China's leading logistics company on the ground in Shanghai.

Terence Tsai + 4 others | 27 May 2021

Podcast 34 min listen

The Investor's Guide to China podcast: Trade and growth

"Despite geopolitical friction capital flows to China look set not just to persist but to accelerate," says CIO for Asia Pacific, Paras Anand.

Paras Anand + 4 others | 13 April 2021

Podcast 32 min listen

China stewardship podcast: Witness an evolution

Hear what exclusive research on shareholder action in China says about the changing face of Chinese companies and their investors.

Richard Edgar + 4 others | 7 December 2020

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

Podcast 41 min listen

The Investor's Guide to China podcast: Technology and innovation

"Artificial intelligence and specifically deep learning is where China is going to be the leader," says Senior Technology Analyst Johnny Tseng.

Paras Anand + 6 others | 22 May 2020

Podcast 28 min listen

The Investor's Guide to China podcast: Environment

Fidelity's China and sustainability experts put the country's environmental record and ambitions under the investment lens.

Paras Anand + 2 others | 18 February 2020

The Investor's Guide to China podcast: Corporate governance

The Investor's Guide to China podcast: Corporate governance

Paras Anand + 2 others | 24 October 2019

Podcast 31 min listen

The Investor's Guide to China: Stock picking

China's businesses operate in a unique environment and understanding that matrix is imperative to those hoping to identify the best companies for investment.

Neil Gough + 2 others | 16 September 2019

Article 5 min read

How to allocate for income in emerging market debt

Exposure to currency risk, credit quality, and corporate or sovereign debt across the EM fixed income space are key considerations when investing for income.

Eric Wong + 3 others | 4 July 2019

Article 4 min read

A sustainable investor’s view on water scarcity in China

China’s water woes represent significant challenges and distinct opportunities for the sustainable investor.

Bertrand Lecourt + 3 others | 15 April 2019

Podcast 21 min listen

Podcast: Palm oil, Chinese steel and when the environment triumphs

Environmental pressures are beginning to move the tectonic plates of industry. Fidelity's analysts discuss what it can mean for those sectors at the epicentre

Neil Gough + 2 others | 15 April 2019

Article 4 min read

Analyst Survey 2019: China's slowdown, seen from the ground

Sentiment towards China for the year ahead is more downbeat than for other geographies but there are some pockets of brightness.

Neil Gough | 22 February 2019

Article 13 min read

Sector by sector: Analyst Survey 2019

Across 10 sectors, only healthcare analysts showed an improvement in sentiment from last year.

Ben Moshinsky + 1 other | 22 February 2019

Article 10 min read

Choose your own adventure: China’s economic destiny

What does it mean for the rest of the world if in a decade's time China becomes the preeminent economic superpower, or gets stuck in the middle-income trap?

Anna Stupnytska + 4 others | 11 January 2019

Podcast 21 min listen

Fundamentals podcast: China and the impending smartphone revolution

Fundamentals, Fidelity's investment research podcast, unboxes the next smartphone revolution and discovers why China will be leading the charge.

Neil Gough | 8 January 2019

Article 6 min read

Changing world, changing risks

Investors need to be braced for a potential shift in market leadership. Will the end of the current cycle will be as peculiar as the rally that preceded it?

Anna Stupnytska + 3 others | 25 September 2018

Article 3 min read

China’s rising outbound flows will move global markets

Investment inflows to China's equity markets are only half of the story. Increasingly, outbound investment from mainland China will move global markets.

Vincent Li + 1 other | 9 July 2018

Video 6 min watch

What MSCI inclusion means for China's biggest soy sauce manufacturer

Companies like Haitian will be opened up to a broader, deeper and more international shareholder base.

Neil Gough + 1 other | 6 July 2018

Video 5 min watch

China's changing environmental priorities

China is the world's biggest emitter of greenhouse gases but is also becoming a global leader in promoting green investment and fighting pollution.

Jenn-Hui Tan + 4 others | 5 April 2018

Article 10 min read

Region by region: Fidelity Analyst Survey 2018

Including views from analysts covering companies in the US, Europe, Asia, China and Japan - jump straight to your region.

Grethe Schepers + 3 others | 20 February 2018

Video 7 min watch

On the ground in China: automation and higher wages

Neil Gough explores a Chinese warehouse adapting to the future.

Neil Gough | 20 February 2018

Article 10 min read

Implicit exposure: the risks you didn’t know you were taking

Implicit exposures - or unintended risks - are attached to every investment decision.

Edward Simmonds + 5 others | 2 February 2018

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