Mansfield Mok, co-manager of the £812m GAM Star China Equity fund, has begun reversing his stance from defensive to growth as share prices discount a bleak outlook.
Google stock could rise as much as 25% to $700 per share, managers say, as the tech giant's latest earnings report showed impressive profit growth.
GAM has unveiled an Asian equity fund for Michael Lai that will focus on "overlooked" markets in the region.
GAM's top performing £1.5bn GAM Star China Equity fund has been re-opened to investors less than a year after the group soft-closed it.
GAM has unveiled the GAM Star Credit Opportunities fund, a UCITS III corporate credit fund that will drive returns through investing in undervalued, US dollar-denominated corporate credit.
GAM has opened its long-running US Equity fund to UK retail investors with the launch of a mirror fund.
GAM has expanded its range with the launch of a UCITS III emerging market equities fund.
Chinese equities will bottom out this year, according to Mansfield Mok, manager of the £1.2bn GAM Star China Equity fund, who also forecasts China's central bank will loosen its monetary policy in the second of half of this year.
GAM has launched the GAM Star Global Quality fund, a product focusing on developed market equities.
Greg Woodard, lead manager of the £1.4bn GAM Star US All Cap Equity fund, has said the end of the second round of quantitative easing in the US has already been priced in to equity markets.