Picking companies that will survive the crisis

Bruno Vanier is the Paris-based CIO for equities and convertibles at Edmond de Rothschild Asset Management. Vanier expects the global economy to remain very weak this year, but expects a pick-up in sentiment for global equities some time during the fourth quarter or the first quarter of 2010. He spoke with AsianInvestor recently about his views on global equities and why he likes stocks such as BMW, Microsoft, Chalco and HXEx.