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.
Fidelity China Special Situations is a large British investment trust dedicated to long-term investments in Asia