Top U.K. fund manager Anthony Bolton thinks that China’s economy is better than many realize, and is particularly high on the country’s consumption and services sectors. “We have been through an extraordinarily volatile year but I believe that when the dust settles and things calm down, investors will focus on relative growth rates they can [...]
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Tag Archives: Anthony Bolton
Valuations Have Bolton Bullish
September 22, 2011
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Fidelity’s Anthony Bolton says he’s optimistic about global equities, and valuations are a big reason. “I am still a bull of world equity markets,” Bolton, who produced an exceptional track record in the U.K. and now oversees a China-focused fund, said at an Investment Week conference. “I think in this business you have got to [...]
Read moreBolton: It’s a Buying Opportunity
August 9, 2011
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Top U.K. fund manager Anthony Bolton says the recent tumult in global markets has created a buying opportunity in Asian markets. “I believe the recent stock market volatility reflects a familiar pattern during this bull market of short, but often very sharp set backs, within a bull trend,” Bolton says, according to the Financial Times. He [...]
Read moreBolton Remains Confident in China
June 24, 2011
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While his China-focused fund has struggled in its first year, top U.K. fund manager Anthony Bolton says he’s sticking to his general approach — with some modifications — and continues to think Chinese stocks are packed with potential. “I am pretty confident in the general approach,” Bolton tells The Telegraph. “I said before the fund [...]
Read moreBolton Sees Multi-Year Bull; Favors Growth Stocks
November 24, 2010
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Anthony Bolton, one of the U.K.’s top fund managers, says he thinks the bull market in equities has a ways to go, and says the bull is now in a phase in which growth stocks should fare well. “I think we are in a multi-year bull market,” Bolton told InvestorDaily, an Australian subsidiary of Morningstar. [...]
Read moreBolton on China: Small Firms, Big Opportunities
July 19, 2010
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Anthony Bolton, the highly successful U.K. fund manager who came out of retirement this year to take over a new China-focused fund for Fidelity, is particularly keen on smaller Chinese firms. Bolton recently told Dow Jones Newswires that small- and medium-sized businesses (those with market caps under $5 billion) tend to be under-researched in China. [...]
Read moreBolton on Why China Lured Him Back
February 12, 2010
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Top U.K. manager Anthony Bolton of Fidelity is managing a new China-focused fund, and he recently told London’s Telegraph why the opportunity lured him out of retirement. “This may be the biggest economic and investment story of our generation,” Bolton says. “I believe that China’s economy could expand at nearly 8% a year between 2011 [...]
Read moreBolton Eyes China
November 27, 2009
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Fidelity’s Anthony Bolton, one of the U.K.’s most successful fund managers before retiring in early 2008, is putting retirement on hold as he tries to take advantage of what he says is the “opportunity of a generation” in China. Bolton is starting a new fund focused on companies exposed to Chinese consumer growth, The Wall [...]
Read moreBolton Likes Value Stocks, Techs, Financials
October 21, 2009
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Earlier this month we highlighted U.K. mutual fund guru Anthony Bolton’s call about a multi-year bull market being in the works, with developing nations leading the way. Today, speaking at a conference in Korea, Bolton expanded a bit on those comments, saying that he doesn’t think we’ll see a double-dip global recession. “We are in [...]
Read moreFidelity’s Bolton: Multi-Year Bull in the Works
October 6, 2009
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Fidelity’s Anthony Bolton, one of the U.K.’s top fund managers, says that we’re embarking on a multi-year bull market for global equities, with developing nations leading the way. “Low growth means low interest rates, and actually that’s one of the best environments for stock-market investing,” Bolton, whose Special Situations Fund beat the FTSE All-Share Index [...]
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