156. We never thought China's ambition was to be like America tomorrow

Simon Edelsten and Alex Illingworth, managers of the Mid Wynd International Investment Trust, tell us why governance issues played a key role in their decision to sell all of their holdings in China. The pair also discuss the role of healthcare and automation as key themes in their portfolio and why they hold Pfizer despite being adverse to large pharmaceutical companies. The managers also tell us why the best returns from wind farms, as a low carbon theme, are behind us.