Top China Investment Trust 2025 – Latest Research & Analysis

Fidelity

Fidelity China Special Situations plc (LON:FCSS) has delivered exceptional near-term Performance, capturing all of the recovery in the country’s equity market in the past year, and more, leading to long-term outperformance of both the market and peer group.

Fidelity China Special Situations PLC (LON:FCSS), the UK’s largest China Investment Trust, capitalises on Fidelity’s extensive, locally-based analyst team to find attractive opportunities in a market too big to ignore.

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Latest Company News

UK equities regain investor interest as valuation opportunities widen

Fidelity Special Values manager Alex Wright says UK equities have seen renewed interest as valuations remain attractive compared with global peers. The trust continues to follow a contrarian approach, focusing on undervalued mid and small cap companies and aiming to identify positive change not yet reflected in share prices.

China’s growth drivers create new openings

Dale Nicholls of Fidelity China Special Situations outlines how economic change, evolving regulation and continued innovation are creating selective opportunities in China.

China’s market recovery brings renewed interest

Improving geopolitical conditions, stronger innovation and rising domestic confidence are supporting the view that technology, industrials and consumer sectors hold long-term growth potential despite past volatility.

Fidelity China HY Report Highlights Strong Scalable Growth in Core Domestic Industries (LON: FCSS)

Fidelity China Special Situations reported strong half-year results for the six months to 30 September 2025, delivering a share price return of 28.7% and a NAV return of 29.7%.

China stocks climb as export engine and policy shift align

Chinese stocks are climbing as record exports and new policy moves reshape equity market dynamics.

Tech leadership and policy timing start to shape China’s new market tone

China’s equity market is entering a more selective phase as tech leadership and policy timing begin to reset the tone for investors.

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