The Spectator recently asked me to contribute an article on China for its investment section. You can read it here, with some subsequent comments of my own at the end.
Author: Jonathan Davis
Author, columnist and investment professional.
The Costs Matter Hypothesis
Although nobody much believes in the Efficient Markets Hypothesis any more, its lesser known cousin the CMH appears to go from strength to strength. CMH
The Most Unloved Bull Market In History
Last week saw a further modestly positive upward movement in equities. The NASDAQ, German and Japanese markets did best, at least in local currency terms, possibly reflecting the thought that this economic recovery will be led by capital investment type companies rather than by consumers.
When Owning Up Makes Sense
Which leader of a large financial services company recently confessed to shareholders of “a very expensive business fiasco entirely of his own making”? The executives
The End Of An Era For Bonds?
The toughest questions in investment are not those that challenge specific views, but those that challenge deep-seated assumptions. Markets exist to accommodate a range of
A Powerful Argument For Global Equity Income
I have felt for some time that one of the biggest current risks for investors is that they become so bemused by the gloomy news
Jonathan Davis 