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Blue Whale’s Stephen Yiu on why he loves inflation, but isn’t interested in China

Yiu is betting big on tech stocks to withstand pressure on margins in the wake of the pandemic

One of the UK's most successful managers takes on some of the toughest questions in markets
One of the UK's most successful managers takes on some of the toughest questions in markets

As the world slowly begins to emerge from the Covid pandemic, investors are starting to re-evaluate portfolios and question whether what worked over the past 18 months will continue to deliver under a new normal. Inflation, the rise of China, and the unstoppable march of tech stocks are among some of their main considerations.

Financial News asked five renowned investors for their views on the biggest opportunities and risks in the months ahead as part of our Money Masters series.

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