A Special Situation in China – with Fidelity07 . 02 . 2019
In this week’s Brewin Podcast Ben Gutteridge, Brewin Head of Fund Research, speaks to Dale Nichols, the lead manager on the Fidelity China Special Situations Trust. The conversation covers the significance of the recent efforts from Chinese policy makers to cushion the 2018 slowdown, trade negotiations, market valuations and preferred investment opportunities. Much time is spent on the final point as Dale reveals his preferences for taking advantage of growing consumption in the region.