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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.

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Which of these segments will offer investors best value over the next 12 months?






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European fixed income
  18%
 
European equities
  18%
 
Emerging market fixed income
  18%
 
Emerging market equities
  18%
 
US fixed income
  9%
 
US equities
  18%
TOTAL VOTES: 11
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July 2014 Magazine
AsianInvestor Magazine

What's in this issue

Top 300 institutional investors
Asian private banks on expansion trail
Stock Connect sparks worries over insider trading
Australia’s tug of war over hedge fund fees