New Europe - the best is yet to come
"New Europe - the best is yet to come
2 July 2008
New Europe looks set for a sustainable period of solid growth driven by commodities, consumption and construction according to Oleg Biryulyov, manager of the JPMorgan New Europe Fund.
The fund, which is up 373.9% over 5 years against the MSCI Emerging Market Europe Index which is up 309% over the same period, is well positioned to take advantage of this growth in the region. It is not just Russia that stands to benefit but also the likes of Turkey, Ukraine, Poland and Kazakhstan through the following key drivers:
The 3 ‘C's'"
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