Fidelity China Special Situations trust manager Dale Nicholls, who is usually based in Hong Kong but is currently in Singapore, gives Investment Week editor-in-chief Katrina Lloyd his unique perspective on how China is starting to recover from the coronavirus crisis.
In particular, he shares his insights from speaking to company management in China on a daily basis concerning the speed at which activity is coming back in different sectors and regions. The manager also talks about positioning during the crisis and longer-term trends for investing in China in the years ahead as the trust celebrates its 10th anniversary this month.
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