Sarasin CIO sees opportunity amid crisis
Burkhard Varnholt predicts that the worst of the global financial crisis will be over by the end of the year and highlights some appealing investment opportunities, including Chinese A-shares, convertible bonds and Asian currencies. He also sees companies from the power, food and water sectors as potential stock picks.
Unlock this article.
The content you are trying to view is exclusive to our subscribers.
To unlock this article:
- ✔ 4,000 annual insights
- ✔ 700+ notes and long-form analyses
- ✔ 4 capital markets databases
- ✔ Daily newsletters across markets and asset classes
- ✔ 2 weekly podcasts