“I think it is great time to be launching an emerging market fund, particularly in China where there will be some real bargains in the next couple of weeks.”
India is another market the team are excited by given upcoming structural reforms.
Shorting opportunities are likely to come in Thailand – characterised by political turmoil and high household debt to GDP – and Brazil, as well as some resources-related stocks.
A further fund, a Dublin-based water and agriculture vehicle – this time long-only – is also set to launch later this year for Bulkai and Rogers.
