Viewpoint: What can investors expect in the Chinese year of the dog?


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Dale Nicholls, manager of Fidelity China Special Situations plc, outlines his ‘top dog’ (long-term winners), ‘pups’ (emerging ideas) and ‘strays’ (areas of concern) for the year ahead. Top dog (long-term winners) – consumer stocks Investments related to the rise of China’s middle-class consumer remain a core focus for me. These consumers are demanding more from…