Ian Cowie, writing his usual Personal Account column in the Sunday Times Money section, has China in his investment sights last weekend. He reminds readers of the value of investing internationally and how China’s growing economy has significant potential despite worries over a trade war. As recent events seem to have increased hopes that such a trade war between the US and China can be averted, Chinese stocks have rallied. Indeed, they’ve had an excellent start to the year. Cowie concludes by saying that “no matter what happens with Brexit, the sun will continue to rise in the east, and so will some economic opportunities”.
What was pleasing to me about what I saw was that the Portfolios we at ABFM use are generally speaking all Global portfolios and therefore have or potentially have China in their make up.