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Mihai Radu, MBA, MSc, CSC Capital markets professional - 20 years of experience in Eastern Europe and North American markets; being lucky to be trained very early in my career by Merrill Lynch. - Investment Manager of pension funds, private debt funds and hedge fund. - Research/Investment... More
  • Jean-Marie Eveillard likes Emerging Markets 0 comments
    May 16, 2010 5:57 PM

    Jean-Marie Eveillard,  one of the best global value investors, is the senior investment advisor to First Eagle Funds. His funds have an impressive long term track record. His opinion always count because of his decades of experience in value investing.

    In a recent interview with Bloomberg he is mainly saying:

    - the emerging markets as the best place for growth.

    - he thinks we are in a new era (of slow economic growth) but is not really sure.

    - he likes the value he can see in Japan

    - he likes Kansai paint, a Japanese company that generates a most of it’s revenue in emerging markets.

    - Eveilard also likes Pargesa, a holding company which holds a lot of undervalued diversified companies.

    - He likes Vulcan material an American company which has a lot of good assets.

    He is will go to China to see if there are any companies that are attractive. He favor stocks trading on the Hong Kong exchange over the Shanghai exchange. 

    http://www.executiveinterviews.net/players/mini/default.asp?order=U13218





    Disclosure: No position
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