Five of the Best: EM names for growth at the right price

Mirabaud Asset Management's Daniel Tubbs joined the firm from BlackRock earlier this year, where he was co-head of emerging markets.

Mirabaud launched a Global Emerging Markets fund for him in the summer, investing in growth companies with high barriers to entry, strong cashflows, and sustainable earnings. Here are his pick of three Chinese and two Russian stocks offering growth at a reasonable price. 1. Lenovo This Chinese computer company is growing through acquisitions, it has bought a company in Brazil, which is a huge growth market. It is geared into other growth markets like tablets and smartphones, and has a good market share in China. Half the company’s market cap is in cash so I could make more acquisitio...