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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.

Quick Poll

Where do you think nominal 10-Year US Treasury rates will be in 12 months' time?





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Below 2.5%
  18%
 
2.5%-3%
  27%
 
3%-3.5%
  18%
 
Above 3.5%
  18%
 
Who cares?
  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