Wednesday September 28, 2016
The Guardian on Global Warming - what is its aversion to the truth?
Clinton Trump Debate - I admit it: Hillary won but Trump can still win the Election
My neighbour the fat welfare slob Nimo Abdullahi, the lies and the contempt for those of us who do work that the left shows

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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