Thursday July 20, 2017
Considering my own mortality as the man fondled my testicles
Saints Preserve Us: USA Today - Dunkirk Movie condemned for lack of women and actors of color
It is the Greed of BBC stars that is the issue NOT the gender pay gap

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

Please 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
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