Friday December 19, 2014
Reasons to divorce the Mrs – Giving money to Simon bloody Cowell of X-Factor
Weekly Video Postcard #94 - Christmas & why West Ham needs to send me to Greece (urgent plea) edition
My Christmas Tree Prize Competition

PERSONAL, UNDILUTED VIEWS FROM TOM WINNIFRITH

, , , ,

Sell Anthony Bolton’s China Special Situations Fund- the need to have China & India exposure myth

Share this article with your comrades in revolutionary capitalism

- Tom Winnifrith

There will be some folks who tell you that you must (I repeat must) have exposure to China or India as part of a diversified portfolio. The question such folks ask is which? The arguments are well rehearsed: demographics, GDP Growth prospects, transformation of agrarian economies, competitive advantage. There is a plausible long term case for both which i shall discuss at another time. The issue is whether holding such investments now will make you money and the answer is no. As such I suggest that if you hold units in Anthony Bolton’s Fidelity China Special Situations fund you should sell the lot now at 74p.

Read the full article on ADVFN | Comments
comments powered by Disqus
---

Register here for The Tomograph
Tom's newsletter with original articles and a free share tip of the week, not found on this website.

Video postcard from Tom

Weekly video postcard - Ukraine, blowback, UKIP and the Euros