Play Chinese commodity demand via Kazakhstan, says Charlemagne

Jun 13, 2010

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.

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.

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