Hardman & Co Research

Fidelity China Special Situations Plc (FCSS): The time to 'be greedy when others are fearful'?

Hardman & Co Research
Hardman & Co Research : Fidelity China Special Situations Plc (FCSS): The time to 'be greedy when others are fearful'?

18-March-2022 / 11:10 GMT/BST


Hardman & Co Research

Fidelity China Special Situations Plc:

The time to "be greedy when others are fearful"?


One of Warren Buffett's more famous quotes is to "be fearful when others are greedy, and be greedy when others are fearful". In this note, we explore what is making some investors fearful of China, identifying three key risks: i) regulation; ii) geopolitical tension; and iii) COVID-19. All three were explored in detail in our initiation. Understanding why regulations are being introduced means investors can identify companies that will be affected and when restrictions will end. Geopolitical tension, while harder to assess, is at above normal levels, but this is not new. China has managed COVID-19 well. Pricing anomalies create research-led new opportunities.

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https://www.hardmanandco.com/research/corporate-research/time-greedy-when-others-fearful/

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About Hardman & Co: For the past 25 years Hardman has been producing specialist research designed to improve investors' understanding of companies, sectors, industries and investment securities. Our analysts are highly experienced in their sectors, and have often been highly rated by professional investors for their knowledge.  Our focus is to raise companies' profiles across the UK and abroad with outstanding research, investor engagement programmes and advisory services. Some of our notes have been commissioned by the company which is the subject of the note; this is clearly stated in the disclaimer where this is the case.

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1306637 18-March-2022 

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