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 ThamStudio operators: Keith Chuen, Tommy Su, Kelvin Sim Post production: Tommy SuAdditional support from Alexis Horsburgh and Shani SemenecEditor: Seb Morton-ClarkSee omnystudio.com/listener for privacy information.