Why China's shift online is once-in-a-lifetime opportunity


Dale Nicholls, portfolio manager of the Fidelity China Special Situations fund, explains why the fixation on China's headline growth figures needs to stop in order to focus on the country's reform agenda and e-commerce opportunities like Alibaba

It has not been an easy ride for China recently. Short-term concerns relating to rising debt levels and an oversupply in the property sector have continued to impact upon sentiment, and investors have been fixated by headline growth figures. China’s economy has slowed, and has missed the government’s target of 7.5% (see infographic, below), but whether it is 7.2% or 7.3%, there are not many economies that can deliver that rate of growth today. GDP will continue to slow over time – a natural progression for such a large economy. When putting this in to numbers, even 6% growth for a $10...

To continue reading this article...

Join Investment Week

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now


Already an Investment Week


More on Emerging markets

European-focused investment grade and high yield credit have highest inflows since April 2020.

Fixed income dominates ETF flows in July

Accounted for $32.5bn

clock 08 August 2022 • 2 min read
Industry Voice: Mapping China's recovery

Industry Voice: Mapping China's recovery

2021 was a record year for dividends around the globe Our EMEA ETF Investment Strategy team believes that while Chinese equities may need to consolidate in the short-term, the recovery since the March 2022 low remains on track.

Franklin Templeton
clock 03 August 2022 • 3 min read
Tom Baird of Redington

Emerging markets ex China - is this the future?

Separate allocation

Tom Baird
clock 26 July 2022 • 4 min read