Emerging-market equity firms see investment opportunities in Egypt’s new political era, but disagree about the timing.
Julian Mayo at Charlemagne Capital is sceptical that there will be a huge rush to emerging-market equities because too many investors still don't quite buy the story.
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.
But the country's debt problems are certainly not as bad as those in Greece, says portfolio adviser Stefan Herz in the first of a two-part Q&A.
The firm's co-chief investment officer, Julian Mayo, outlines the benefits of investing in Russia, Turkey and Eastern Europe.