Different drivers propelling emerging Europe markets

Marina Akopian is questioned about reasons behind her investment strategies

Describe your approach to investing in emerging Europe? We cover Central Europe and Russia with this fund and look at five main drivers in the region - growth, liquidity, currency, management and valuation. So depending on where we see our best opportunities, based on these five drivers, we will allocate accordingly. Having said that, our approach is very much blended - not only will we look for these five drivers among the countries in the region but also among the stocks in the region. Could you give an example? We might not like a specific country based on GLCMV (growth, liqu...