A Postcard from China: Insights from the inside
Analysts in bullish mood
Alasdair McKinnon, lead manager of the Scottish Investment Trust
When you visit a country to meet company management teams, you often get some interesting insights into the way the local society operates.
Those in turn can point you towards wider investment themes and opportunities. My recent visit to China was no exception. During my round of company meetings in Shanghai, one of most striking things...
More Opinion
The hidden tech treasures among UK growth stocks
Opportunities in digital payment firms and e-commerce
The cannabis industry: Lending a hand to impact investors
Are hemp-based products the future of ESG?
The Kiwi question: Have central banks learned nothing since 2008?
Entering a 'monetary policy arms race'
Will fund sales bounce be short lived?
Trade wars and Brexit could hamper recovery
Mundy's Moments: Value and me always
Choosing a good fund still requires personal touch
Back to Top