Skip to Content
  1. Podcasts
  2. The Long View

Dhananjay Phadnis: 'ESG Investing Is Still at a Very Early Stage in Asia'

The Fidelity Sustainable Asian Equity manager talks investing amid turmoil in China, the state of the Asian supply chain, ESG’s role in the investment process, and more.

The Long View cover art

Listen Now

Listen and subscribe to Morningstar’s The Long View from your mobile device.

Our guest this week is the Dhananjay Phadnis. DJ is the manager of the Fidelity Sustainable Asian Equity strategy, which he has run since 2013. DJ joined Fidelity as an analyst in 2004 and has served in a number of roles during his tenure, including stints managing Fidelity Indonesia Fund as well as Fidelity's director of research in Hong Kong. DJ graduated from Pune University in India and holds a postgraduate degree in management from the Indian Institute of Management. He is a CFA charterholder and an associate of the Institute of Chartered Accountants of India.

Background

Bio

Fidelity Sustainable Asia Eq A-Dis-EUR

China

Fund Update--Sustainable Asia Equity,” by Dhananjay Phadnis, fidelity.co.uk.com, Aug. 25, 2021.

Capitalising on Asia’s Sustainability Transition,” by Dhananjay Phadnis, fidelity.co.uk.com, July 12, 2021.

On the Hunt for Sustainable Growth in Asia,” by Dhananjay Phadnis, fidelity.co.uk.com, April 21, 2021.

Seven Themes That Investors in Emerging Asia Have to Watch,” by Gary Jackson, trustnet.com, Feb. 15, 2019.

ESG

Sustainability Is Key for Value Creation,” by Dhananjay Phadnis and Flora Wang, fidelityinternational.com, March 2, 2021.

DJ Phadnis: A Commitment to Sustainable Practices Can Improve Long-Term Value,” YouTube video, Fidelity International, March 25, 2021.

An Active Approach to ESG Investing Is Key for Investors Trying to Drive Sustainable Change in Asia,” by Dhananjay Phadnis, linkedin.com, Sept. 20, 2021.

Investors Eye Early Stage Sustainability,” esgclarityasia.com, July 15, 2021.

ESGenius: A Sustainability Lens Can Help Discern the Trends That Matter,” by Dhananjay Phadnis, fidelityinternational.com, June 10, 2020.

Investing and Stocks

Jason Hsu: China Is ‘the Last Great Remaining Alpha Reservoir,’” The Long View Podcast, Morningstar.com, April 21, 2021.

Martin Lau: Now Is a Better Time to Buy China,” The Long View Podcast, Morningstar.com, Aug. 3, 2021.

Asia Equities: Bottom-Up, Stock Specific Opportunities Abound,” by Dhananjay Phadnis, fidelity.com.

Macau, China’s Casino Capital, Has Enjoyed a Decades-Long Winning Streak. It Might Finally End,” by Eamon Barrett, fortune.com, Sept. 16, 2021.