No smoke without fire in Hungary, says 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.
Stefan Herz is a portfolio adviser at London-based Charlemagne Capital, where he has been since September 2004. He advises on the $220 million Manulife Global Fund Emerging Eastern Europe Fund, a long-only fund that is entirely distributed in Asia, mostly ($193 million) in Hong Kong.
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