IC Recommedation This was given a good write up in present edition of the above, the Geographic breakdown looks good India 26.5Taiwan 12.1China 10.1 Indonesia 10.1 there are another countries with ranging from 8.0 to 1.4 and cash 6.4. Could be the right time to enter? Any views from anyone this trust was set up in 1995 there must be some investors out there.
NEW ARTICLE: Five Asian trusts in bargain territory as markets plunge "Many prominent Asia specialist investment trusts are trading toward the bottom of their six-month share price discount to net asset value (NAV) ranges, reflecting weak performance last year and a poor start for Asian markets in 2016.According to ..."[link]
Re: Tulloch going? Clearly no-one is bothered abt old Angus. I'm interested in general thoughts abt this fund & the AT effect. Currently wide discount - but is that a good enough reason to buy in? Esp which China is so concerning
Tulloch going? Interesting that Angus Tulloch will be leaving this trust to head up a new sub division of First State (as reported in Telegraph) and no comment on here...PE