Monthly Archives: February 2013

“I knew then,” he says, “that the surgery was a success

It is true that long only funds are a growing trend in Asia; we guess that’s probably because an increasing number of investors recognise that the longer term outlook for Asian equities is very positive, and believe that it will be more rewarding to invest there on a long only basis. We agree. But having said that, we don’t yet see many other long only funds in our specific area of expertise emerging Thai companies.

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