New Star bets on Asia's fundamentals and liquidity
Head of Asian equities Ian Beattie says Hong Kong, China and Southeast Asia offer the best risk-adjusted returns.
Ian Beattie, who manages his Asian portfolios at New Star International from his desk in London, has been a long-time bull on Asia and nothing has put a dent on his optimism. Worries about the continued fallout from the still unfolding US credit crisis, concerns about Asian share price valuations having risen sharply over the past months, and the potential impact of a global economic slowdown havenÆt caused him to change his views about this region. That doesnÆt come as a surprise con…
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