China

As can be seen from the graphic below the local market has endured an extended period of under performance relative to other Western markets. Yet, its performance is largely in line with a handful of Asian markets.   It has long been my view that local investors unfortunately suffer from a Western- centric hangover – in…

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Being Young

One of the good things about being young is that you can trade stupidity for time – this is the strategic advantage of being young. The excess time you have remaining in your account enables you to recover from the majority of stupid things we  all do when we are young.  At the AIA conference…

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