FCSS Questions for Board 20 July AGM
29/06/2022 12:20
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RNS Number : 6536Q Fidelity China Special Situations 29 June 2022
Hardman & Co Research on Fidelity China Special Situations plc:
Questions to ask the board at the 20 July AGM
In this note, we explore what investors could ask the FCSS board at the
forthcoming AGM, and we provide the answers we would give if asked those
questions ourselves. We note three key themes: i) COVID-19; ii) regulation;
and iii) geopolitical tension. All were explored in detail in our initiation
(http://hardmanandco.com/research/corporate-research/china-growth-story-market-beating-style/)
. While China managed the initial stages of COVID-19 well, its recent
lockdowns have raised concerns about growth. Understanding why regulations
were introduced means investors can identify companies at risk and when the
restrictions will end. Geopolitical tension, while hard to assess, is at above
normal levels, but this is not a new risk. Market-wide pricing moves create
opportunities.
Please click on the link below for the full report:
https://hardmanandco.com/research/corporate-research/questions-to-ask-the-board-at-the-20-july-agm/
(https://hardmanandco.com/research/corporate-research/questions-to-ask-the-board-at-the-20-july-agm/)
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