About 简介

Taosha Wang is a thematic growth investor, asset allocator and a best selling author. She works at Fidelity as a portfolio manager, has previously worked at PIMCO, Goldman Sachs, McKinsey, and Credit Suisse. Her bestselling book is Techonomics You Should Know: Life-Changing Economics of Disruptive Technologies

Macro-Thematic Growth Investor | Author | Board Director  

Taosha Wang is a Lead Portfolio Manager at Fidelity International. Her Macro-Thematic Growth strategies invest globally and aim to capture structural growth trends while navigating macroeconomic cycles. She is nominated as the 2025 International Investment Woman of the Year by Investment Week, a leading UK publication.

Taosha is also a published author and public speaker. She is a well-read columnist affiliated with Reuters, co-hosts Fidelity’s official podcast, and appears regularly as a featured guest on Bloomberg TV. Her debut book, Techonomics You Should Know, was an Amazon.com bestseller.

Prior to joining Fidelity in 2021, Taosha worked at PIMCO as a Senior Vice President and was part of the working team to receive the prestigious Morningstar Fund Manager of the Year award. She was previously a management consultant at McKinsey, an equity analyst at Goldman Sachs and an investment banker at Credit Suisse, now part of the UBS Group.

Taosha received her Bachelor of Arts in Economics from Brown University in the United States and an executive MBA degree from the Kellogg School of Management at Northwestern University. She is a board member of the Brown University Alumni Association in Hong Kong. She has served as an Independent Non-Executive Director of Dazhong Dental Medical, a company listed on the Hong Kong Stock Exchange. 

王陶沙女士是富达国际(Fidelity International)的一名首席投资组合经理。她的宏观主题增长策略投资全球标的,旨在把握结构性增长趋势,并驾驭宏观经济周期。她于2025年获得英国权威金融媒体《Investment Week》提名“国际投资年度女性大奖”。

王女士同时是一位作者和媒体常客。她是路透社(Reuters)广受欢迎的评论专栏作家,富达国际官方播客栏目的主持,也常作为特邀嘉宾出现在彭博电视(Bloomberg TV)上。她的处女作《你应该知道的科技经济学》是亚马逊网站经济学类畅销书。

在2021年加入富达国际之前,王女士曾在品浩(PIMCO)担任高级副总裁,并以团队身份获得享有盛誉的晨星年度基金经理奖。她曾是麦肯锡(McKinsey & Company)的管理顾问、高盛(Goldman Sachs) 的股票研究分析师以及瑞士信贷(Credit Suisse, 现为瑞银集团UBS)的投资银行家。

王女士于美国布朗大学(Brown University)获得经济学学士学位,后在美国西北大学凯洛格管理学院(Kellogg School of Management at Northwestern University)获得高级工商管理硕士学位。她现任布朗大学香港校友会董事,并曾担任香港股票交易所上市公司大众口腔医疗的独立非执行董事。



Speaking 专访演讲

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Bloomberg  Live  TV – AI and commodities key 2026 themes 彭博社:人工智能和大宗商品是2026年的关键投资主题 (2026-01-08)

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Bloomberg Live TV – Commodities on verge of super cycle, AI structural growth, China market rally 彭博社:大宗商品逼近超级周期,AI结构性增长,中国股市反弹 (2025-10-10)

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Bloomberg Live TV – Structural growth in AI, nuclear as the power of choice, and opportunities in US and China equity markets 彭博社:AI结构性增长,核能成电力首选,中美股市机会 (2025-07-29)

The American Chamber of Commerce + Brown Club Hong Kong – Making AI Useful: Practical Use Cases for Advanced AI 美国商会与布朗大学香港俱乐部联合呈现:AI实用化 —— 高级人工智能的实际应用场景 (2025-06-25)

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Bloomberg Live TV – DeepSeek impact on global technology and Chinese economy 彭博社:DeepSeek对全球科技及中国经济的影响 (2025-02-11)

Bloomberg Live TV – US growth exceptionalism, structural reform and AI 彭博社:美国增长例外论、结构性改革与AI (2024-11-22)

2024 HSBC China Investor Wealth Summit – Evolution and Disruption in AI: a dialogue between industry experts and investors 2024汇丰中国投资者财富峰会:AI的演进与颠覆——专家与投资者的对话 (2024-11-15)

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Bloomberg Live TV – Japan macro in a delicate spot, investor scrutiny over “AI trade”, and semiconductor cycle 彭博社:日本宏观处境微妙,“AI交易”受审视,半导体周期 (2024-08-12)

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Bloomberg Live TV – Mapping out AI investment landscape in current market condition 彭博社:当前市场条件下的AI投资格局(2024-05-20)

The University of Hong Kong - Tech-Proof Our Economic Future 香港大学商学院演讲:构筑经济未来的科技韧性(2024-04-15)
Empowering Financial Independence for Women
100 Women In Finance & Endowus - Empowering Financial Independence 赋能财务独立(2024-03-05)
Taosha Wang signs her bestselling book at an event organized by the Brown University Alumni Association. Taosha Wang is a thematic growth investor, asset allocator and a best selling author. She works at Fidelity as a portfolio manager, has previously worked at PIMCO, Goldman Sachs, McKinsey, and Credit Suisse. Her bestselling book is Techonomics You Should Know: Life-Changing Economics of Disruptive Technologies
Book signing event - "Technomics You Should Know" 签书会 —《你应该了解的技术经济学》(2023-11-24)
Taosha Wang discusses Artificial Intelligence and its investment implications in a live-streamed seminar which was attended by more than 70,000 viewers. Taosha Wang is a featured guests in Fidelity's award-winning podcast, Rich Pickings. Taosha Wang is a thematic growth investor, asset allocator and a best selling author. She works at Fidelity as a portfolio manager, has previously worked at PIMCO, Goldman Sachs, McKinsey, and Credit Suisse. Her bestselling book is Techonomics You Should Know: Life-Changing Economics of Disruptive Technologies
Futu Live Stream - AI and its investment implications
Taosha Wang represents Fidelity International and discusses the firm's 2024 investment outlook and trade opportunities. Taosha Wang is a featured guests in Fidelity's award-winning podcast, Rich Pickings. Taosha Wang is a thematic growth investor, asset allocator and a best selling author. She works at Fidelity as a portfolio manager, has previously worked at PIMCO, Goldman Sachs, McKinsey, and Credit Suisse. Her bestselling book is Techonomics You Should Know: Life-Changing Economics of Disruptive Technologies
Fidelity Global Market Outlook 2024



Publications 专业发表

Reuters Commentary by Taosha Wang: Hedging has changed. Portfolios need a new playbook 路透社评(王陶沙):对冲的逻辑已变,投资组合需要新策略 (2026-02-10)
Reuters Commentary by Taosha Wang: Talent, not territory will define AI future # 路透社评(王陶沙):决定人工智能未来的是人才,而非疆域 (2026-01-13)
Bloomberg Wealth: Where to Invest in AI in 2026 彭博社:2026年人工智能投资方向(2025-12-12)
Nomination for the 2025 International Investment Woman of the Year Award by Investment Week 荣获《Investment Week》2025年度国际女性投资人物奖提名
Reuters Commentary by Taosha Wang: Copper-Gold Ratio Is Bent But Not Broken 路透社评(王陶沙):铜金比承压但未失效(2025-11-07)
Reuters Commentary by Taosha Wang: Commodities Could Be on the Verge of a New Super Cycle 路透社评(王陶沙):大宗商品或临新超级周期(2025-09-18)
Reuters Commentary by Taosha Wang: China's rebound has a distinct cool factor # 路透社评(王陶沙):中国复苏自带独特的“酷”实力(2025-07-28)
Reuters Commentary by Taosha Wang: US trade war enters precarious slow grind 路透社评(王陶沙):美国贸易战进入缓慢拉锯阶段 (2025-06-12)
Bloomberg: Fidelity Fund Manager Adds US Stocks after "Pivotal" Trade Truce(2025-05-15)
Reuters Commentary by Taosha Wang: Chinese stocks offer hedge against fading U.S. exceptionalism (2025-03-17)
Yahoo財經: 史上最「開源」的開源!富達王陶沙:DeepSeek讓AI賽道良性競爭 台廠續受惠 (2025-05-24)
Reuters Commentary by Taosha Wang: Four ways DeepSeek could change everything # 路透社评(王陶沙):DeepSeek 或将颠覆格局的四种路径 (2025-02-12)
Reuters Commentary by Taosha Wang: Navigating the brave new world of bond investing # 路透社评(王陶沙):债券投资:勇闯新世界 (2025-01-13)
Reuters Commentary by Taosha Wang: AI Will Force Tech Investors to Become Macro Aware # 路透社评(王陶沙):人工智能倒逼科技投资者关注宏观经济 (2024-11-21)
鉅亨網: 跳脫股債二元框架 著眼「科技創新」追求長期複利
Bloomberg: Fidelity, Invesco Prep for Revival in China’s Beaten-Up Markets


Book 书籍著作

Technologies can be disruptive and unpredictable, but the economic framework for understanding their impacts is surprisingly consistent and simple.

“An insightful guide that demystifies the economics of technology. A must read to prepare you for the changes head!” – Rajeev Mittal, CEO, Fidelity International, Asia ex Japan

Techonomics You Should Know: Life-Changing Economics of Disruptive Technologies was a #1 bestseller in Microeconomics on Amazon.com.

Contact 联系方式

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