16.02.2011 - Why commodity prices are turning Sanjeev Shah's stomach
From Citywire.co.uk: Fidelity’s Sanjeev Shah believes it is a fertile time for special situations investing with valuations in the financial and drugs sector looking particularly appealing, but commodity prices leave him queasy. Shah (pictured), who manages the £3.1 billion Citywire Selection Fidelity Special Situations fund, says he has identified a significant number of valuation anomalies in the UK market.............................................Full Article: Source
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