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Maybe after October the CCP will be forced to resolve Evergrande et al somehow or other, probably brutal to foreign bond-holders. When it happens the noise and shock might hit ASHM.L again. Well, it's the only reason I don't double-down here.
Y, I'm still internally debating a double-down here. There's a Patrick Boyle utube that brings up a depressing EMs aspect. It's not just Evergrande, or even China RE at large. It's more about China having become a kind of "alternative IMF" to a throng of 3rd-world countries, who, are uh ... broke. Never mind the Fed tightening, this "alt-IMF" has been sucking in more $ than it's been lending out for the last couple years. Anyway search Pat Boyle and see for yourselves.
I don't get it. Some guy in the Torygraff last Sat said he just sold all TSCO + put it in CURY. His idea was the recession will make folks stingier with their TSCO shop. Hmm. So that's like, I'm too broke to pay an extra quid for premium sausages but hey! I must have a 65-inch 4K display!
Pardon my ignorance in advance, I have never touched a VCT and know nothing except brief perusals of web write-ups. Anyway .. I understand that GROW.L has VCT status. So that means it should not be held in a SIPP, because the wonderful tax-deduction benefits from a VCT are wasted in the SIPP. True/False? Next, if it's held in a regular brokerage (not SIPP) ac, can I defer the tax deduction and use it in later years? Say 2 or 3 years later? TIA.
OK your eminences. Some time ago one of you guys said we'd know more in late July about how the newly acquired bizzen have been integrating. I can't find the post now, but trust me, I wasn't dreaming. Anyway: it's late July. Anyone care to post any illuminating remarks?