24. Asia ex Japan? It’ll be Asia ex China one day…

Having worked in Japan for a number of years, Dale Nicholls, found the growing investment opportunities in China more compelling and moved to Hong Kong six years ago. He believes that while many mainstream Asian equity funds look at Asia ex Japan today, very soon China will be so dominant they will look at Asia ex China instead.
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Fidelity China Special Situations investment trust invests predominantly in companies listed in China and Hong Kong, but manager Dale Nicholls will also invest in companies listed elsewhere in the world that have significant interests in, and get most of their revenues from, China. Dale has a bias towards small and medium-sized companies, which he thinks are less well covered, so there is greater room for the market to underestimate their potential.

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The views of the author and any people interviewed are their own and do not constitute financial advice. 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. Before you make any investment decision make sure you’re comfortable and fully understand the risks. If you invest in fund or trust make sure you know what specific risks they’re exposed to. 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.

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