Much has been said (and written about) the extraordinary events of last week involving the unveiling of China’s stimulus measures, aimed primarily at protecting the central governments 5% growth edict.

The Eley Griffiths fund manager says all the conditions for an extended rally have been met, except for one. He’s confident that’s about to change.

Last Friday November 15, I had the great pleasure of being the special guest convener of a panel discussion at Euroz Hartleys annual ‘Bringing the West to the East’ lunch held at the MCA, The Rocks, Sydney.