Outlooks

Investment case for China remains strong

By Rita Raagas De Ramos | 18 December 2007
Keywords: new star | china | emerging markets

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New Star fund manager Brian Coffey favours financials and property in China and Hong Kong.

One of the most noteworthy themes to emerge from the stockmarket turbulence since the summer of 2007 has been the resilience of emerging markets, says New Star International fund manager Brian Coffey.

“While some gains were given back in November on concerns about US economic and financial prospects, emerging market performance over the first 11 months of the year remained well ahead of performance in developed markets,” says the London-based Coffey, who manages the New Star Global Emerging Markets Fund.

Higher commodity prices have improved the position of many emerging ...

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