Reasons to Reconsider Investing in China

Investors should look beyond the negative headlines, says Fidelity fund manager Dale Nicholls - there are plenty of investment opportunities for growth

Fidelity International 16 March, 2015 | 11:18AM
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Morningstar's "Perspectives" series features investment insights from selected third-party contributors. Here, Dale Nicholls, Portfolio Manager of the Fidelity China Special Situations Fund urges investors to look beyond the headlines.

When looking at China, overseas equity investors are bombarded by headline grabbing negative stories. News about slowing GDP, rising debt and falling property prices has driven negative sentiment towards China. Yet in 2014 the Shanghai Exchange was the world’s best performing market. So is this negative sentiment justified and what have investors been missing?

To answer the first question, yes, some of the negativity towards China’s markets is justified – China clearly has its challenges but if you scratch below the surface there is much more to the headlines than meets the eye.

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Fidelity International

Fidelity International  

is a global leader in asset management, providing investment products and services to individuals and institutions in the UK, continental Europe, the Middle East and Asia Pacific.