Sold 2/3rds of my holding today. Don't like the smell of this. I believe it will have a knock on affect to other Gov's spending around the world as they tighhten their respective spending to claw back their deficits. ISF is largely reliant on gov budgets (small private hospital contracts for a mil here and there won't give us the growth we need).
PS the thing that got be originally interested in this share a couple of years ago was the IPTV software in provincial China where there is no such thing as local GP's and the hospital waiting times for general illness is extreme. Haven't seen any update from them on this for a long time.
Good luck all - but I'm worried the ill winds will carry!
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