Liz Evans, Asia-Pacific fund manager at Cavendish Asset Management, gives her views on what the Year of the Dragon has in store for equity investors.
We ask fund managers for their top stocks or sector picks for 2012.
Despite Lloyds posting losses this morning of £3.9bn for the year to date, Cavendish's Paul Mumford has urged investors to snap up shares in the bank as he said they could double in value in the next five years.
LVAM's Graham Ashby and Cavendish's Paul Mumford have both ruled out buying into Glencore, although its share price has dived 13% since listing on the London market in May.
Cavendish CIO seeks growth companies that outperform in all market conditions Cavendish focuses on growth with global scope.
Liz Evans from Cavendish Asset Management discusses Thailand, Indonesia and the Philippines.