Play Chinese commodity demand via Kazakhstan, says Charlemagne
Kazakhstan, Russia and Turkey are very interesting markets, but the Balkans and Baltics won't offer opportunities any time soon, says Stefan Herz of Charlemagne Capital.
Stefan Herz is a portfolio adviser at London-based Charlemagne Capital, where he has been since September 2004. He advises on the $220 million Manulife Global Fund -- Emerging Eastern Europe Fund, all of which is distributed in Asia. In the second of two Q&As, he talks about why Asian investors should be looking at Eastern Europe.
Why should Asian investors consider Eastern Europe for example, when the fundamentals of emerging countries in their own region would seem significantly…
Sign In to Your Account
Access Exclusive AsianInvestor Content!
Please sign in to your subscription to unlock full access to our premium AI resources.
Free Registration & 7-Day Trial
Register now to enjoy a 7-day free trial—no registration fees required. Click the link to get started.
Note: This free trial is a one-time offer.
¬ Haymarket Media Limited. All rights reserved.