Ignis' Diamond Lee focuses on consumer stocks and exporters within Asia region

Ignis' Pacific Growth manager navigates potential inflationary issues arising in China by shifting weighting into domestic space.

How has the fund done in 2009? We had a good second half to the year and that was especially in the fourth quarter as well, and we outperformed handsomely so that was good to see. What did you get right? And are you changing those positions now? Actually, one of the reasons we did well in the fourth quarter was we were into consumer and other domestic-demand stocks in China. As the quarter went on, however, we sensed there were some potential inflationary issues arising in China. We left our consumer stocks, which did well especially in December, but we took money out of things like...