Monday March 30, 2015
Should I vote Labour to tackle the Seagull Menace – the hot issue in Bristol East
TripAdvisor – what a bunch of wankers: bogus customer question
Weekly postcard #105 - where is the 10% discount for the true heroes : capitalists!

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.

Support Free Speech

Get your Free Speech & Liberty Pizza House t-shirts here