Wednesday December 07, 2016
What on earth are my fellow harvesters talking about?
Day Four of the Olive harvest at the Greek Hovel: into the lair of the snake
Photo Article: Day 3 of the Olive Harvest at the Greek Hovel

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.