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Dale Nicholls: "There is still a lot of value in China"

Fidelity China Special Situations manager on China's potential and ways to play it
Dale Nicholls: "There is still a lot of value in China"

China is a market that investors simply cannot ignore. Despite being the epicentre of the pandemic and at the helm of geopolitical tensions, it had the best performance of any major stock market last year and innovation is proceeding in some Chinese companies at a rate second to none. But there are concerns about bubbles forming in some sectors. 

In this interview, Dale Nicholls, manager of Fidelity China Special Situations, says there are still plenty of companies with great growth potential at reasonable prices - albeit not as attractive as they were a year ago, since when the fund’s share price has doubled.

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