116. China: the opportunities and concerns for investors in 2021

Dale Nicholls, manager of Fidelity China Special Situations, discusses the US/China relationship under Biden and tells us about the inter-regional trade deal signed in Asia last year. He also reveals how much of the Chinese economy has reopened post-COVID, discusses technology holdings and the Chinese consumer, and gives his outlook for the country in 2021.
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Fidelity China Special Situations invests predominantly in companies listed both domestically in China and on the Hong Kong Stock Exchange. Manager Dale Nicholls is able to make use of Fidelity’s investment licences in China, which are among the largest of any international investor, offering investors direct exposure to the China growth story.

Read more about Fidelity China Special Situations

What’s covered in this podcast:

  • How UK companies reacted to the pandemic and how quickly earnings recovered What a Biden presidency means for Chinese companies [0:29]
  • Details of the Asian inter-regional trade deal signed in 2020 [1:44]
  • How China fared in the pandemic and how much of the economy has now reopened [3:34]
  • Why the trust invests in some companies listed in the US [5:11]
  • How much of the portfolio is invested in technology companies [6:01]
  • Which other areas of the Chinese market they manager thinks hold exiting opportunities [6:55]
  • The outlook for China in 2021 [7:50]
This article is provided for information only. The views of the author and any people quoted are their own and do not constitute financial advice. The content is not intended to be a personal recommendation to buy or sell any fund or trust, or to adopt a particular investment strategy. However, the knowledge that professional analysts have analysed a fund or trust in depth before assigning them a rating can be a valuable additional filter for anyone looking to make their own decisions. Past performance is not a reliable guide to future returns. Remember, all investments can fall in value as well as rise, so you could make a loss. Before you make any investment decision, make sure you’re comfortable and fully understand the risks.Further information can be found on Elite Rated funds by simply clicking on the name highlighted in the article.

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