Kooyman: Our top picks in volatile markets

GLOBAL

Financial markets remain volatile and, while there has been a recent rally, it appears there is still no solution to the issues in Europe.

The probability is high that Europe will go through the same process as Japan did and the growth rate could be very low for a long time. That means investors need to look outside of the developed markets they are so fond of and towards emerging markets. There are excellent opportunities for investors as the emerging market financial services companies operate very differently to their developed world counterparts. India and most other financials are showing good gains – Indian banks specifically benefitted from their government’s sudden new found conviction to push through long overdu...