RCS - Fidelity China Spec - Hardman & Co – Govt controls put into perspective
04/01/2023 14:45
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RNS Number : 7000L Fidelity China Special Situations 04 January 2023
Hardman & Co Research on Fidelity China Special Situations plc:
Government controls put into perspective
In this note, we give our view on Chinese government policies, putting into
perspective their objectives, the potential risks and upsides, and how
fundamentals and sentiment may be affected. We note both negative and positive
market reactions to recent events. We also update investors on themes in
recent notes, including i) economic forecasts (still showing to be well above
developed economies' growth and resilience), ii) regulatory risk (on hold for
a while), and iii) the geopolitical environment (easing most recently). Stock
selection is critical to FCSS's performance, but, as a geared play, FCSS can
be affected by market sentiment.
Please click on the link below for the full report:
https://hardmanandco.com/research/corporate-research/government-controls-put-into-perspective/
(https://hardmanandco.com/research/corporate-research/government-controls-put-into-perspective/)
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