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Sale – Hutchison China Meditech

With a handful of shares on my must-have before Christmas list we chopped the top off a few of our more profitable holdings last week. This is never easy to do, especially when you know there's more to come. I'm a big fan of letting the good ones run (unfortunately I've been known to let the bad ones run too - see Cosalt - though I'm assured there's good news to come...

Purchase – Hutchison China Meditech

Anyone who's dropped by Investor Trader more than once over the journey would know of my penchant for Chinese investments. I have no defense. In the short time we've been online we've held Renesola, West China Cement, China Biodiesel and Asian Citrus. Hell, even Synergy Health had a Chinese interest. That's a fair slice of China in our investment pie. China may be a juggernaut that's cooled its jets a little of late (purposefully I might add) but the massive potential for a well-managed Chinese company constantly has me on the lookout for more. So after a little homework it'll come as...