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 Asian EM will be most resilient in 2016?






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China
  0%
 
India
  58%
 
Indonesia
  8%
 
Malaysia
  8%
 
South Korea
  25%
 
Thailand
  0%
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February 2016 Magazine
AsianInvestor Magazine

What's in this issue

Multi-asset - survival test for managers
China's money market funds evolution
Mutual recognition - reality bites for funds
Sovereign wealth mandates are slowing