spin24 Aug 2015 12:48
mortgages, yep, as we know..:)
Eden's portfolio is well protected from China troubles - though I hope we can sell them 3AEY for their huge grape harvest, I don't see that decision being affected by a downturn. The truth is, their stock market was hyper-inflated (it's still 40% up on the year, whereas the FTSE is level), so I view this as a necessary correction, and the knock-on scare could lead to some real bargains here (I'm thinking AVO, OPTI and AGL in the bio sector...).