FidelityÆs Gillian Kwek shares her views on Thailand

Kwek, who manages FidelityÆs $1.1 billion Asean Fund, sees many interesting opportunities in ThailandÆs equity markets, but closes her arguments with this caveat: ôBarring a fresh coupö.


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How will you alter your portfolio after the US election result?





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Underweight US
  17%
 
Overweight US
  42%
 
Underweight EMs
  6%
 
Raise cash levels
  20%
 
No change
  15%
TOTAL VOTES: 144
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