China: the investment opportunity – panel discussion video #3

After several years out of favour, Chinese markets saw a resurgence in 2025. A broader reassessment of emerging market risks, combined with renewed enthusiasm around China’s technological progress – particularly following the launch of DeepSeek – helped reignite interest among global investors. Dale Nicholls, Portfolio Manager at Fidelity International, and Qian Zhang, Investment Specialist at Baillie Gifford, explore this topic in more detail.