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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 the following is of greatest concern for 2015?





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Oil price volatility
  40%
 
Emerging market crisis/contagion
  21%
 
China GDP slowdown
  9%
 
Financial instability in China
  17%
 
US interest rate hike
  13%
TOTAL VOTES: 90
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December 2014 Magazine
AsianInvestor Magazine

What's in this issue

NZ Super: guardians of governance
Asian insurers on diversification drive
China's 1.4 billion (dollar) question
End of the EM carry trade?