Those who read the Q and A with Sebastian Lyon of Troy Asset Management last July will be familiar with his conservative, hairshirt style of
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The Need For Skin In The Game
One of the most powerful ideas to emerge out of the post-crisis reviews of the global financial system is the need for tradeable derivatives such
Pricking China’s Bubble Won’t Be Easy
I share the view of my friend and colleague Edward Chancellor, the financial historian now working for Jeremy Grantham at GMO, that it will take
Reasons To Be Cautious About China
Angus Tulloch, joint managing partner of First State Investments in Edinburgh, is one of the UK’s best known and most experienced Asian investors, having first
Q and A on China and Markets: Anthony Bolton
Anthony Bolton of Fidelity needs no introduction to investors, having managed the UK’s most successful equity fund for 27 years from 1979 to 2007, during
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Jonathan Davis 