In this Kepler Trust Intelligence podcast, Dale Nicholls, manager of Fidelity China Special Situations, explores China’s evolving investment landscape. From growing competitiveness in AI and robotics to signs of stabilisation in property and attractive valuations, he discusses where opportunities are emerging and why the outlook for Chinese companies remains compelling.
Listen to Dale Nicholls’ recent podcast with Kepler Trust Intelligence
The 'Trust Issues podcast' with Dale Nicholls is produced, recorded and distributed by Kepler Trust Intelligence. Please note that this podcast was recorded on 18 September 2026.
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. Investments in emerging markets can be more volatile than other more developed markets. Investments in smaller companies can carry a higher risk because their share prices may be more volatile than those of larger companies. 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. Its shares are listed on the London Stock Exchange and their price is affected by supply and demand. The investment trust can also gain additional exposure to the market, known as gearing, potentially increasing volatility. Reference to specific securities should not be construed as a recommendation to buy or sell these securities and is included for the purposes of illustration only. 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.
News & Insights - China Special Situations PLC
Why the investment case for China is strengthening
Why Dale Nicholls believes improving earnings, innovation and valuations are …
Portfolio Manager
24 August 2026
Annual Results for the year ended 31 March 2026
During the year ended 31 March 2026, the Company reported a Net Asset Value (…
Investment Trust Range
11 June 2026
Selective stock picking continues to uncover opportunities in China
China’s equity markets have stabilised after a rebound, though volatility rem…
Portfolio Manager
22 April 2026