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The Chinese Economy & Fund Manager

by | Feb 28, 2020 |

I share the same concerns over the Chinese economy as Newton Fund Manager James Harries. http://www.moneymarketing.co.uk/investments/newtons-harries-chinese-growth-is-unsustainable/1051941.article A further point I would add is that China has not experience negative...

A Partial Victory

by | Feb 28, 2020 |

I laughed when I read the following article http://www.moneymarketing.co.uk/politics/government-u-turn-on-pasty-and-caravan-taxes/1052150.article Even charging 5% VAT on static caravans will damage a British manufacturing success story. I hope the media keeps up the...

Another Observation On Investing in China

by | Feb 28, 2020 |

Anthony Bolton was a favourite amongst Independent Financial Advisors when he ran the Fidelity Special Situations Fund. His latest venture’s results at Fidelity’s China Special Situations Investment Trust have not been so impressive....