"Forget the economic conditions and politics. Focus on who is running the companies that you have in your portfolio and what they can do over the next five years."
That is the stockpicking mantra I like. Over 30 years of investing in European shares, it has been substantially more important to be invested in the right companies rather than the right countries (with...
Industry Voice: Chris Taylor discusses the outlook for Japan, explaining why corporates are producing record aggregate profits and profits growth.
Comes in on 9 December 2019
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