OverviewDale Nicholls, portfolio manager of Fidelity China Special Situations PLC spoke to Citywire’s Gavin Lumsden about the opportunities available in world-class Chinese companies that are currently trading at a discount to the US stock market. Although current consumer and investor sentiment is weak he believes that share buybacks and dividends will pave the way for good returns once this confidence returns.
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Important information
The value of investments and the income from them 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. Changes in currency exchange rates may affect the value of investments in overseas markets. Fidelity China Special Situations PLC can use financial derivative instruments for investment purposes, which may expose it to a higher degree of risk and can cause investments to experience larger than average price fluctuations. Investments in small and emerging markets can be more volatile than other more developed markets. The shares in the investment trust are listed on the London Stock Exchange and their price is affected by supply and demand. The investment trust can gain additional exposure to the market, known as gearing, potentially increasing volatility. Investments in smaller companies can carry a higher risk because their share prices may be more volatile than those of larger companies.
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