OverviewFidelity China Special Situations latest News and Insights
Important information: please keep in mind that the value of investments can go down as well as up, so you may get back less than you invest. Investors should note that the views expressed may no longer be current and may have already been acted upon.
Next AGM: July 2026
China is leading the way in exciting innovations like flying taxis, electric vehicles, and AI. Fidelity China Special Situations PLC aims to tap into this growth, investing in dynamic sectors and companies as China’s market outlook improves and valuations remain attractive.
Dale Nichols, manager of Fidelity China Special Situations (FCSS), has built a portfolio of equities from across China’s market-cap spectrum, as well as some unlisted holdings, to capture the diverse range of growth opportunities from one of the world’s largest economies.
Last year, China shifted focus to economic growth, implementing measures like interest rate cuts and property market support to boost consumer confidence. Despite the ongoing challenges of tariffs, high savings and diversified global connections, the Fidelity China Special Situations PLC is well positioned to benefit from a China recovery.
Why policy, innovation and structural trends are set to drive growth in China
Fidelity China Special Situations PLC portfolio manager Dale Nicholls shares his outlook for 2026 and explains where he is finding opportunities.
Dale Nicholls Portfolio Manager - 15 Dec 2025
Half-Yearly results for the six months ended 30 September 2025
During the six months ended 30 September 2025, Fidelity China Special Situations PLC reported an ordinary share price total return of +28.7% and Net Asset Value (NAV) return of +29.7%.
China Special Situations Investment Trust Range - 10 Dec 2025
China remains under-appreciated and under-valued
Dale Nicholls, Portfolio Manager of Fidelity China Special Situations PLC, believes China’s resurgence offers a rare opportunity.
Dale Nicholls Portfolio Manager - 03 Dec 2025
Harnessing China’s long-term growth potential
Dale Nicholls dives into the shifts reshaping China’s equity landscape, revealing how market dislocations and on-the-ground research could unlock compelling opportunities.
Dale Nicholls Portfolio Manager - 20 Nov 2025
'Flying cars' promise a new era of transport. But will they take off?
A test flight in China offers portfolio manager Dale Nicholls and Fidelity analyst Reggie Pan a glimpse of what the future of transportation could look like.
Dale Nicholls Portfolio Manager - 03 Oct 2025
China Special Situations PLC - 15 years on
Launched in 2010, to give investors broad exposure to China’s emerging growth story, Fidelity China Special Situations celebrated it’s 15-year anniversary this year.
Tom Stevenson Fidelity International - 11 Aug 2025
Market volatility unlocks long-term value in Chinese equities
Dale Nicholls assesses the evolving Chinese equity landscape and outlines why current market dislocations may present compelling opportunities.
Dale Nicholls Portfolio Manager - 02 Jul 2025
Final Results for the year ended 31 March 2025
The Board of Fidelity China Special Situations PLC (the “Company”) recommends a final ordinary dividend of 8.00 pence per share as well as a special dividend of 1.00 pence per share.
China Special Situations Investment Trust Range - 11 Jun 2025
Celebrating 15 years of Fidelity China Special Situations PLC
Fidelity China Special Situations PLC marks its 15th anniversary on the London Stock Exchange.
Dale Nicholls Portfolio Manager - 19 May 2025
Why we see real opportunity for active investors in China now
Amid escalating US-China trade tensions, Dale Nicholls, portfolio manager of Fidelity China Special Situations Strategy takes stock of recent events and outlines his positioning in a shifting investment landscape.
Dale Nicholls Portfolio Manager - 25 Apr 2025
Fidelity China Special Situations maintains its place on AJ Bell Select List for 2025
Fidelity China Special Situations PLC retains its place as one of just 16 investment trusts on AJ Bell’s Select List.
Dale Nicholls Portfolio Manager - 21 Mar 2025
Why we are cautiously optimistic on China
China's economic landscape presents a mix of challenges and opportunities for investors.
Dale Nicholls Portfolio Manager - 26 Feb 2025
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Important information:
This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser.