Fidelity's Anthony Bolton on taking his contrarian approach to the Chinese market.
Bolton is returning to fund management to run Fidelity’s China Special Situations investment trust, however he is no stranger to investing in the region. Towards the end of his time running the group’s flagship Special Situations fund, he had around 5% in Chinese stocks. Speaking alongside First State’s Angus Tulloch at wealth manager Saunderson House’s China debate last month, Bolton outlined why he feels compelled to return to running money. Why are you interested in China? My belief is the world we are going back to in the West, is not the same as the world before the economi...
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