Trust Issues: Investing in China with FCSS's Dale Nicholls

Podcast: Kepler Trust Intelligence Podcast · Kepler Partners

Opublikowano: 2026-10-16

In this episode of Trust Issues, Dale Nicholls, manager of Fidelity China Special Situations (FCSS), discusses the technological innovation coming out of China, potential improvements to come in consumer confidence and investing in Chinese private companies. 00:00 Introduction 01:14 FCSS's investment philosophy 03:24 How investors are underestimating Chinese technological innovation 06:06 How Dale assesses the risk of political governance in China 08:32 Is sentiment towards the property market starting to improve? 11:48 Why tariffs are less of a risk today 14:02 The opportunities Dale is seeing in private companies 15:47 How...