Play Chinese commodity demand via Kazakhstan, says Charlemagne

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, all of which is distributed in Asia. In the second of two Q&As, he talks about why Asian investors should be looking at Eastern Europe. Why should Asian investors consider Eastern Europe for example, when the fundamentals of emerging countries in their own region would seem significantly…