Wednesday May 27, 2015
Weekly postcard #113 - as a libertarian could I consider a war against ISIS a just war?
Wildlife diversity report from the Greek Hovel - first snake met & I might have killed it
Weekly Postcard #112 - ISIL, The Med Migrants, UKIP, Labour & the working class edition

PERSONAL, UNDILUTED VIEWS FROM TOM WINNIFRITH

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

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- 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.

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