The Chinese market is set to be among the best performing markets in 2009, says Gabriel Gondard, deputy chief investment officer at Fortune SGAM Fund Management. He discusses his optimism.
Asia to be Strongest Driver in '09
Morgan Stanley says Asian countries will be the strongest drivers in '09, with BRIC consumers becoming more valuable to the future of the global economy than their US counterparts. Jonathan Garner, global emerging market strategist at Morgan Stanley tells CNBC why Asian markets will outperform, specifically China and Taiwan.
Opportunities Emerging in China
Stefan Hofer, emerging markets strategist at Julius Baer sees some interesting plays within the Chinese markets due to Beijing's stimulus plan. He shares his investment strategy.
Smart Deals Are Out There
The private equity market has bottomed out, according to Clive Hyman, CEO of Hyman Capital Services Limited.
"The secondary capital players who are very savvy, beginning to go back into doing some smart deals, and I think they're out there," Hyman told CNBC. "The smart deals are that they're budding up with industrial companies and basically funding acquisition programs."
"People need to raise equity to fund acquisition programs. Private equity have the money, and therefore prices must be right, and essentially it is a good time to get in. And I do believe we are at the bottom of the cycle."
For the Investors: