Sunday tips round-up: Fidelity China, JP Morgan Brazil, James Fisher

28th Mar 2010 08:34

Anthony Bolton, widely renowned for his stock-picking skills, is launching the Fidelity China Special Situations fund. And JPMorgan is launching the Brazil Investment Trust, run by Sebastian Luparia, a Latin American specialist who has been investing in the region for 17 years.The past two years have shown that Brazil and China can certainly hold their own, irrespective of the West. These two economies are growing fast, spurred on not just by exports to the developed world, but by a real change in the wealth of their own people. Growth in both countries is expected to continue for years.Buying shares overseas can be risky and buying shares in emerging markets is even riskier. But for investors who are keen to have a go, these trusts provide an interesting compromise. They are both launching next month so investing now means getting in right at the start.Bolton has done tremendously well in the past and his personal commitment to the China fund speaks volumes. Luparia has plenty of experience too and Brazil has enormous potential. Neither of these trusts is for the cautious, but they do offer access to two of world's biggest growth stories. Have a punt says the Mail on Sunday.Craneware, based near Edinburgh, has devised software that helps hospitals to cope with all the regulations so they claim back the right sums from the state or insurers. The group works with about 1,000 hospitals and cost savings are invariably identified within weeks. The company is growing steadily and prospects are good. Existing investors who want to take profit now should keep at least 60 per cent of their shares. New investors should consider buying and holding long term says the Mail on Sunday.James Fisher is a specialist marine business that can perform highly technical tasks such as submarine rescues. In the year to December 31, the company posted a 7% increase in revenues to £249.6m, which generated a 5% increase in pre-tax profits to £24.7m. This is a very good performance against a challenging market backdrop. Trading on a December 2010 earnings multiple of 10.3 times, falling to just 9 in 2011, the stance remains buy says the Sunday Telegraph.RPC is Europe's leading provider of specialist packaging. It supplies major companies such as Unilever with containers and makes plastic items such as catering equipment. The market appears to be getting near a bottom and the company is continuing with its cost-cutting plan. So, although revenues are expected to be down in the full year ending this month, operating profits are expected to rise. As the recovery slowly gets under way, the company should benefit from the operating leverage its cost cutting has created. Buy says the Sunday Telegraph.Please note: Digital Look provides a round-up of news, tips and information that is impacting share prices and the market. Digital Look cannot take any responsibility for information provided by third parties. This is for your general information only as not intended to be relied upon by users in making an investment decision or any other decision. Please obtain a copy of the relevant publication and carry out your own research before considering acting on any of this information.