• China: Still the World’s Number One Heavy Metal Rock Star (US Funds)
• China: out with the old (just not yet) (Fidelity, UK)
• Buybacks, Dividends, Capex, and Long-Term Value Creation (S&P)
• Why the South American stock market revival isn’t all it appears to be (Financial Post)
• Required or desired returns? That is the question PDF (Vanguard)
• Taxing to develop: why ‘third-best’ can be the best (FT beyondbrics)
• Not Another Singapore Sling (Bloomberg Gadfly)
• Digging into Canada’s trade balance (FT Alphaville)
• Investing Ideas –  Financial stock opportunities (Fidelity) and see Financial Matters: It Pays to Dig Deep )Ab Blog)
• A stock in one chart: Diageo (Money Observer)
• UK: Low interest rates are doing more harm than good – quadruple them and see what happens (MoneyWeek)

Caernarfon Castle in North Wales, UK