Fidelity China Special Situations Plc (FCSS): 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. 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. Marketwide pricing moves create opportunities.Fidelity China Special Situations is an investment trust. Co.'s investment objective is to attain long-term capital growth from a managed portfolio made up primarily of securities issued by companies listed in China or Hong Kong and Chinese companies listed elsewhere. Co. may also invest in listed companies with interests in China and Hong Kong.
We are a rapidly growing, innovative corporate research & consultancy business, based in London, serving the needs of both public and private companies.
Our expert team of sector analysts and market professionals collectively have over 400 years of experience. This depth of knowledge and a reputation for integrity have built trust with investors. With effective communication and precision distribution, we help companies disseminate their investment message to interested investors, as well as advise them on strategy.
Our smaller, boutique structure allows us to provide first-class customer service and to deliver a wide range of ad-hoc services for multiple clients with different needs.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.