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Dale Nicholls

Dale Nicholls - Portfolio Manager

Podcast 33 min listen

The Investor's Guide to China podcast: Regulation

How should investors look at a pick-up in regulatory activity that has affected some of China’s biggest and most dynamic companies?

Paras Anand + 7 others | 13 October 2021

Podcast 39 min listen

Rich Pickings podcast: The real workhorse of Asia Pacific

"Emerging growth versus value orientation and corporate governance changes makes for a really attractive region," says portfolio manager Dale Nicholls.

Richard Edgar + 4 others | 13 May 2021

Podcast 30 min listen

The Investor's Guide to China podcast: Consumers

"Premiumisation and technology-driven innovative business models are two areas where growth potential is underestimated," says Portfolio Manager Hyomi Jie.

Paras Anand + 8 others | 11 August 2020

Blog 3 min read

Valuations come to the fore in Hong Kong

Hong Kong equity valuations have been torpedoed by a slew of negative events, we see opportunities here for long-term investors.

Dale Nicholls + 1 other | 10 June 2020

Blog 4 min read

The view from Hong Kong

Corporate China’s path as it emerges from economic lockdown may point the way for the rest of the world.

Dale Nicholls | 2 April 2020

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