January 31st, 2008
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Reuters- International investors are raising exposure to Russia after it lagged China and India in 2007 and see Russia’s new-found political stability and low subprime exposure as strengths in current market volatility.
"I’m extremely positive about Russia. Growth is under-priced and companies are doing better than expected," said Robin Geffen, managing director and chief investment officer at Britain’s Neptune Investment Management, who has near-doubled his Global Equity fund’s exposure to Russia since mid-2007.
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"Of them (China, India and Russia), the growth that is least well discovered and understood has to be Russia, particularly given the very strong performance you’ve had from India and China last year."
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