Diary of an Investor: Fortune favours the brave
I am in Hong Kong. Not only am I visiting Chinese factories to taste the potential of Asian growth stocks, as my Asian equity manager and host explains, but I have also learned about what the new year might hold.
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IPE covers a good variety of very current and relevant topics. It is good to read the high-level, independent and objective perspectives from pension funds in other European countries; many of them are dealing with the same issues as we are, so it is interesting to learn from their experiences, especially when they are ahead of where we are on the curve.
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