Scottish Oriental Smaller Cos Discussion Board http://www.iii.co.uk/investment/detail?code=cotn:SST.L&display=discussion http://www.iii.co.uk/icons/logos/uk_logo.gif http://www.iii.co.uk tag:iii.co.uk,2003:tst.7768970 There does seem to be a bit of a flight away from risks inherent in these stocks at the moment and it may be for the reason you give. In my own view we haven't yet reached that stage so I am happy to stay. By musker ron ]]> http://www.iii.co.uk/investment/detail?code=cotn:SST.L&display=discussion&id=7768970&action=detail Wed, 09 Feb 2011 20:53:00 GMT musker ron tag:iii.co.uk,2003:tst.7768749 http://www.iii.co.uk/investment/detail?code=cotn:SST.L&display=discussion&id=7768749&action=detail Wed, 09 Feb 2011 20:16:00 GMT electrocash tag:iii.co.uk,2003:tst.7768649 http://www.iii.co.uk/investment/detail?code=cotn:SST.L&display=discussion&id=7768649&action=detail Wed, 09 Feb 2011 20:03:00 GMT musker ron tag:iii.co.uk,2003:tst.7758501 http://www.iii.co.uk/investment/detail?code=cotn:SST.L&display=discussion&id=7758501&action=detail Tue, 08 Feb 2011 18:45:00 GMT musker ron tag:iii.co.uk,2003:tst.7757613 Almost 10% of the total value of the actual companies in the trust.
Whether to invest or not at this time is personal choice. By Papiv ]]> http://www.iii.co.uk/investment/detail?code=cotn:SST.L&display=discussion&id=7757613&action=detail Tue, 08 Feb 2011 16:19:00 GMT Papiv tag:iii.co.uk,2003:tst.7414191 http://www.iii.co.uk/investment/detail?code=cotn:SST.L&display=discussion&id=7414191&action=detail Thu, 09 Dec 2010 03:13:00 GMT late developer tag:iii.co.uk,2003:tst.7134447
The World has demanded that the Chinese refrain from artificially holding down the value of their currency and such was the force of this persuasion, they have had little option but to agree. Paying lip service to the requests is one thing, actually taking positive steps to increase the currency value is another.

The Chinese exporting companies involved will of course find their goods becoming slightly more expensive to the rest of the world. However, a fair proportion of these companies serve the ever increasing demand of the expanding home economy.

The actual cap value of these companies will of course rise when converting into western currency values, which I hope will be translated into a higher NAV for our Investment Trust

For what it is worth, I have put forward these pretty simplistic viewpoints. I would more than welcome the comments of anyone who is a professional economist.

By electrocash ]]> http://www.iii.co.uk/investment/detail?code=cotn:SST.L&display=discussion&id=7134447&action=detail Mon, 25 Oct 2010 18:59:00 GMT electrocash tag:iii.co.uk,2003:tst.7133828 http://www.iii.co.uk/investment/detail?code=cotn:SST.L&display=discussion&id=7133828&action=detail Mon, 25 Oct 2010 16:48:00 GMT BLUE-BOTTLE tag:iii.co.uk,2003:tst.7087257
I am well invested in the Far East area, both in ITs and i-shares, all of which are doing very well. I have put the sale proceeds of this one in the i-share IEMI (Emerging markets Infrastructure), which, as well as the Far East, Has a high proportion of the portolio in Latin America. Having a dividend of about 3.5%, I am hoping for a less volatile exposure to emerging markets. By electrocash ]]> http://www.iii.co.uk/investment/detail?code=cotn:SST.L&display=discussion&id=7087257&action=detail Sat, 16 Oct 2010 07:11:00 GMT electrocash tag:iii.co.uk,2003:tst.7084748 http://www.iii.co.uk/investment/detail?code=cotn:SST.L&display=discussion&id=7084748&action=detail Fri, 15 Oct 2010 15:06:00 GMT Moving Toyshop tag:iii.co.uk,2003:tst.7084620 http://www.iii.co.uk/investment/detail?code=cotn:SST.L&display=discussion&id=7084620&action=detail Fri, 15 Oct 2010 14:54:00 GMT the julio tag:iii.co.uk,2003:tst.7083155 http://www.iii.co.uk/investment/detail?code=cotn:SST.L&display=discussion&id=7083155&action=detail Fri, 15 Oct 2010 12:18:00 GMT Moving Toyshop tag:iii.co.uk,2003:tst.7082572 http://www.iii.co.uk/investment/detail?code=cotn:SST.L&display=discussion&id=7082572&action=detail Fri, 15 Oct 2010 11:13:00 GMT the julio tag:iii.co.uk,2003:tst.7082392 http://www.iii.co.uk/investment/detail?code=cotn:SST.L&display=discussion&id=7082392&action=detail Fri, 15 Oct 2010 10:54:00 GMT Moving Toyshop tag:iii.co.uk,2003:tst.7081918
Regards By Geoffrey Lowndes ]]> http://www.iii.co.uk/investment/detail?code=cotn:SST.L&display=discussion&id=7081918&action=detail Fri, 15 Oct 2010 10:10:00 GMT Geoffrey Lowndes