Listen "Should you believe the market on AI? And a veteran Investor’s lessons from 10 years investing in Asia"
Episode Synopsis
Anthony Srom, Portfolio Manager for the Fidelity Asia Fund admits how he views the world is a little different, but this may be his superpower when it comes to outperforming the index for nearly a decade*. So what has shaped this veteran investor to ask the questions others aren’t? In this episode Anthony discusses how investors may be getting it wrong on AI, 10 years of lessons and bubbles in Asia, and looking outside Asian giants TSMC and Tencent. Want more? Discover the Fidelity Asia Active ETF This episode was recorded 5 July 2024. *As at 30 June 2024. Past performance information provided in this podcast is not a reliable indicator of future performance. Issued by FIL Responsible Entity (Australia) Ltd ABN 33 148 059 009, AFSL 409 340. This is general information only and is not intended to be advice of any kind. Consider the PDS and TMD at fidelity.com.au. . Read our full disclaimer.See omnystudio.com/listener for privacy information.
More episodes of the podcast Fidelity Sound Bites
Asia: From factories to tech powerhouse
03/10/2025
Beyond human bias: The systematic advantage
14/08/2025
CIO Outlook: The global rewiring is underway
19/06/2025
The most volatile reporting season yet?
09/03/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.