Axa Framlington manager Roger Whiteoak believes volatile stock markets are presenting buying opprtun...
Axa Framlington manager Roger Whiteoak believes volatile stock markets are presenting buying opprtunities. Whiteoak is exploiting the opportunity by playing on three global strategic themes as he searches within smaller companies. These themes are the industrialisation of China, the integration of Eastern Europe, India and South America into the global economy and democracy, and an emerging global demand for capital and shortage of resources. "The diversity of returns in smaller companies over recent years has highlighted the many interesting opportunities and valuations in both the main...
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