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.

We are joined by Lukasz de Pourbaix, Head of Strategic Sales & Solutions at Fidelity Australia.

We cover:

The key changes in China we need to be aware of
The valuation gap between Chinese companies and their western peers
A deeper dive into the 'DeepSeek moment' and a look at China's AI
Where Fidelity see the most compelling opportunities

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Thank you to Fidelity for sponsoring this episode.

Learn more about the Fidelity Asia Active ETF by visiting their website.

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The Bull Case for China: What’s Changed & Where to Invest - Lukasz de Pourbaix | Fidelity

Equity Mates Investing Podcast

The Bull Case for China: What’s Changed & Where to Invest - Lukasz de Pourbaix | Fidelity