# 398. What comes next for China?

Page: https://stenobird.com/podcast/fundcalibre-investing-on-the-go-709585/398-what-comes-next-for-china
Text version: https://stenobird.com/podcast/fundcalibre-investing-on-the-go-709585/398-what-comes-next-for-china.md
Podcast: [FundCalibre - Investing on the go](https://stenobird.com/podcast/fundcalibre-investing-on-the-go-709585)
Published: 2026-06-17T23:00:00+00:00
Episode link: https://www.buzzsprout.com/1890790/episodes/19360822-398-what-comes-next-for-china.mp3
Audio file: https://www.buzzsprout.com/1890790/episodes/19360822-398-what-comes-next-for-china.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/fundcalibre-investing-on-the-go-709585/episodes/398-what-comes-next-for-china
Duration seconds: 1376

## Resource

This episode explores the current state of Chinese equity markets, focusing on shifting sentiment, policy developments, and the widening divergence between sectors. Dale Nicholls, manager of the Fidelity China Special Situations Trust, highlights how domestic regulation, energy price pressures, and global AI investment trends are reshaping opportunities for investors. We also cover tariffs, earnings revisions, property stabilisation and the potential for improving consumer demand driven by we...

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/fundcalibre-investing-on-the-go-709585/episodes/398-what-comes-next-for-china/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/fundcalibre-investing-on-the-go-709585/398-what-comes-next-for-china.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.