Fidelity's Bolton admits bad China bets, but stays bullish

The star fund manager, whose China Special Situations Fund is down 29% since inception, has been hurt by accounting scandals in small caps, but resolutely keeps the portfolio unchanged.


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How will you alter your portfolio after the US election result?





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Underweight US
  18%
 
Overweight US
  35%
 
Underweight EMs
  8%
 
Raise cash levels
  26%
 
No change
  14%
TOTAL VOTES: 66
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November 2016 Magazine
AsianInvestor Magazine