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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.

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.

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 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

By opting out of the euro the UK has saved itself the travails of a Greece or a Spain, which looks like being next in

If my experience is anything to go by, few recent events in fund management have aroused as much interest as Anthony Bolton’s decision to return