Fidelity China Special Situations (LON:FCSS) is the topic of conversation when Mark Thomas, Analyst at Hardman & Co joins DirectorsTalk Interviews.
Mark gives us an overview of his report on Fidelity China, “Eight questions for the 20th July AGM” in which he identified three key themes: i) COVID-19; ii) regulation; and iii) geopolitical tension.
Mark talks about COVID-19 and the impact on growth, the regulatory risk, the geopolitical risk and how these risks also create opportunities.
Investors are optimistic as China’s industrial sector shows strength, boosting equities amid trade tensions. Fidelity FCSS offers insights into the market.
Mainland Chinese equities broke a three-day losing streak on Monday, nudging higher as market sentiment stabilised and policymakers reiterated commitments to openness. With investors weighing geopolitical headwinds and potential policy relief, selective strength across sectors hinted
Global investors are shifting focus to Chinese and European markets as China sees economic resurgence fueled by tech sector growth and government support.
The global economic and technological contest between the U.S. and China is tilting in Beijing’s favor, with Chinese stocks surging as Wall Street faces challenges.
Asian markets react positively to China’s economic targets amidst global trade tensions. Key developments and market reactions analyzed.
China’s stock market is defying global anxiety over President Trump’s tariff policies, experiencing robust gains even as Asian peers falter. With key indices like the SZSE Component and CSI 300 rallying impressively, investors are keenly watching
Goldman Sachs raises outlook on Chinese equities, emphasising AI’s role in future growth. China’s stock market could see $200 billion influx.
Chinese and Hong Kong tech stocks surge as AI startup DeepSeek’s breakthrough model ignites investor confidence in China’s AI prowess.
China’s AI sector is booming thanks to DeepSeek’s breakthrough, attracting investment and reshaping the tech rivalry with the U.S. Learn more here.
Chinese equities in Hong Kong are outperforming, driven by tech giants like Alibaba and Semiconductor Manufacturing. Strong potential and innovation make them a compelling investment.
Despite Wall Street tech sell-off, Hong Kong stocks gained on cautious optimism during Lunar New Year holiday. Learn more about market resilience here.
Hong Kong stocks surge on Wall Street rally & US-China optimism, Hang Seng Index up 1.9%. Tech & Apple suppliers lead gains amid Trump’s positive remarks.
Asia-Pacific markets rallied on anticipation of Trump inauguration and new US policy direction. Key indices surged with strong performances.
China’s stock markets rally as regulatory support boosts investor confidence. Local chip companies soar amid US export curbs. Find out more here.
China’s stock markets surge on strong AI and semiconductor gains, contrasting Hong Kong’s struggles with US sanctions. Fidelity’s FCSS seeks opportunities amidst the volatility.
China’s stock markets see a hopeful close with banking and energy sectors on the rise. Investors are eyeing stable performers amid shifting dynamics.
Stocks in China and Hong Kong experienced a notable rebound on Wednesday, as investor sentiment was buoyed by encouraging reports. A Reuters article revealed that China is preparing for a record budget deficit for 2025, alongside
Stocks surged and China’s government bonds saw a significant rally after the Politburo indicated a change in its monetary policy, signalling further easing measures in the near future, similar to strategies used during past crises. The
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