The Investor's Guide to Asia: Three investable ideas that caught a fund manager's eye

What do investment analysts really contribute to the decisions fund managers make and how are those insights used in practice? Fund manager Dale Nicholls joins Stuart Rumble and Taosha Wang to explore three case studies, from China's fast‑developing robotics sector and emerging small‑cap opportunities to Australia's politically sensitive rare earths industry. Alongside analysts Reggie Pan , Sam Heithersay and Teddy Gao , he explains how deep, company‑level research shapes investment conviction and feeds directly into portfolio decisions. ------ Credits Producers: Patrick Graham, Judy Chen, Rory Fong, Dan Tham Studio operators: Keith Chuen, Tommy Su, Kelvin Sim Post production: Tommy Su Additional support from Alexis Horsburgh and Shani Semenec Editor: Seb Morton-Clark

You can listen to The Investor's Guide to Asia: Three investable ideas that caught a fund manager's eye online on Radio and Podcast. Open the player on this page to stream the available audio.

The Investor's Guide to Asia: Three investable ideas that caught a fund manager's eye is an episode from For Investment Professionals Only by Fidelity International.

This episode is 26:44 long.

This episode was published on Apr 27, 2026.

Yes. Use the heart button on the episode page to add it to your favorite episodes list.

Yes. This page shows related episodes from For Investment Professionals Only when more episodes are available from the podcast feed.