Investing in Russia is the cheapest way to profit from Asian growth as the region consumes oil and gas from the world’s largest energy exporter, said Roland Nash, chief investment strategist at Verno Capital.
“Equity evaluations on Asia are predicting a great deal of growth over the next few years,” Nash said at the Bloomberg Link Hedge Fund Conference in London today. “If the equity markets are right about Asia, it’s very difficult to see how Russia won’t perform.”
Russia offers the “cheapest” way to benefit from Asian growth, Nash said.
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