Today's guest thinks we need to rethink our views on China. For year's the world's second largest economy has been seen seen as uninvestable. But there is evidence that things are starting to change. Tune in as we unpack where one of the world's largest investors is seeing opportunity in the Chinese market. &nbsp;We are joined by Lukasz de Pourbaix, Head of Strategic Sales & Solutions at Fidelity Australia. We cover:<ul><li>The key changes in China we need to be aware of </li><li>The valuation gap between Chinese companies and their western peers </li><li>A deeper dive into the 'DeepSeek moment' and a look at China's AI</li><li>Where Fidelity see the most compelling opportunities</li></ul>———&nbsp;Thank you to&nbsp;<a href="https://www.fidelity.com.au/" rel="noopener noreferrer" target="_blank">Fidelity</a>&nbsp;for sponsoring this episode.Learn more about the Fidelity Asia Fund by&nbsp;<a href="https://www.fidelity.com.au/insights/investment-articles/20-years-in-asia-from-factories-to-tech-powerhouse/?utm_medium=email&utm_source=equity-mates&utm_campaign=AU_2025_ISS-End-Investor_Awareness_Asset-Class-ETF_Clicks_Asia&utm_content=English_content_newsl_spon-edm-Asia-tech-powerhouse" rel="noopener noreferrer" target="_blank">visiting their website</a>.———&nbsp;Want to get involved in the podcast? Record a <a href="https://tinyurl.com/4uw5f58j" rel="noopener noreferrer" target="_blank">voice note</a> or <a href="https://tinyurl.com/2hyfsrw7" rel="noopener noreferrer" target="_blank">send us a message</a>&nbsp;&nbsp;&nbsp;And come and join the conversation in the Equity Mates <a href="https://www.facebook.com/groups/equitymates/" rel="noopener noreferrer" target="_blank">Facebook Discussion Group</a>.&nbsp;———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - <a href="https://linktr.ee/equitymates" rel="noopener noreferrer" target="_blank">we’ve got you covered</a>.&nbsp;<ul><li>&nbsp;Keep up with the news moving markets with our <a href="https://tinyurl.com/2saau2ky" rel="noopener noreferrer" target="_blank">daily newsletter</a> and podcast (<a href="https://tinyurl.com/yxm3mm2c" rel="noopener noreferrer" target="_blank">Apple</a> | <a href="https://tinyurl.com/299dedpd" rel="noopener noreferrer" target="_blank">Spotify</a>)&nbsp;</li><li>Check out our latest show: Basis Points (<a href="https://tinyurl.com/2zmumf7v" rel="noopener noreferrer" target="_blank">Apple</a>&nbsp;|&nbsp;<a href="https://tinyurl.com/mr4x8tae" rel="noopener noreferrer" target="_blank">Spotify</a>&nbsp;|&nbsp;<a href="https://tinyurl.com/yc596wem" rel="noopener noreferrer" target="_blank">YouTube</a>) and there’s a&nbsp;<a href="https://basispoints.beehiiv.com/" rel="noopener noreferrer" target="_blank">monthly email</a>&nbsp;</li></ul>———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.&nbsp;&nbsp;———Equity Mates Investing is a product of Equity Mates Media.&nbsp;&nbsp;This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.&nbsp;&nbsp;Equity Mates Media operates under Australian Financial Services Licence 540697.&nbsp;<hr> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.

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