Jonathan Davis

Is now the time to buy back into China?

The Wild East is not for the risk-averse, says Jonathan Davis. But now that Anthony Bolton has been coaxed out of retirement to start a China fund, it may be worth a second look

issue 13 March 2010

One tried and tested rule in investment is that the bigger and more widely shared the worry, the less likely it is to be realised. Remember Y2K and the Sars epidemic? Both produced warnings of global disaster. Neither turned out to be anything like the threat that doomsters had predicted.

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