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Raven Property Group has suspended its shares and will delist from the LSE after 17 years
Logistics in China, burgers in Vietnam, everything in Africa
Student digs and Russian warehouses are among exotic options
Raven Russia, Eros and Man Group have tested my resolve, admits Nick Louth
Short-term myopia – powered by fear and panic – produces low returns and high costs
Contrarian investment ideas – in Russia and commodities – have caught my attention
With stock markets moving sideways for months, the wisdom of a continuing defensive investment stance has been reinforced
I do have emerging markets holdings, but they are fairly limited and focused
Despite the more robust performance of the stock market in August and September, I am still keeping my own portfolio in defensive mode
Raven Russia does have some real intrinsic value
International Edition