34 BARRON’S November 7, 2016 November 7, 2016 BARRON’S 19
Our Panelists' Picks
These four emerging market money managers are finding opportunities in some unusual places, but on the whole are wary of China and Brazil.
Fund / Ticker
Recent Price* Comments
MATTHEW BENKENDORF | Virtus Emerging Markets Opportunities / HEMZX
Ambev / ABEV
$5.55 Highly profitable beer company is raising prices
Fomento Econ?mico Mexicano / FMX
90.04 Owns stakes in Heineken, Coca-Cola bottler; pressure on peso is overdone
HDFC Bank / HDB
70.01 Well run private-sector bank will grow as Indians use more banking products
Alibaba Group Holding / BABA
98.51 Chinese Internet giant can keep growing, helped by rising consumption
Tencent Holdings / 0700.Hong Kong
HKD 204.40 Dominant Chinese e-commerce and online gaming company with strong growth ahead
Matahari Department Store / LPPF.Indonesia IDR 16325.00 Large Indonesian retailer will benefit as economy recovers
ARJUN DIVECHA | GMO Emerging Markets / GEMMX
Cemex / CX
$8.41
Yes Bank / YES.India
INR 1209.65
Sberbank of Russia / SBER.Russia
RUB 142.36
Mexican cement company has a wide competitive moat Smaller private-sector Indian bank should do well as economy improves Russian bank's stock is up 62% in dollar terms, but could rise further as ruble and economy recover
ANDREW FOSTER | Seafarer Overseas Growth & Income / SIGIX
Sanlam / SLM.South Africa
ZAR 6520.00 Conservatively managed South African life insurer with cash to expand abroad, fund dividends
Infosys / INFY
$15.16 Indian IT company is reorganizing; could grow 11% over next three to four years
MICHAEL KASS | Baron Emerging Markets / BEXFX
Haitong Securities / 6837.Hong Kong
HKD 13.58
Bid Corp. / BID.South Africa
ZAR 23575.00
Amara Raja Batteries / AMRJ.India
INR 1030.35
Zee Entertainment Enterprises / Z.India
500.90
Mr Price Group / MRP.South Africa
ZAR 14780.00
PVR / PVRL.India
INR 1207.60
Bank Mandiri / BMRI.Indonesia
IDR 11500.00
Bank Negara Indonesia / BBNI.Indonesia
5525.00
*As of 11/2/16.
Company stands to benefit from deregualtion allowing more securitization in China South African food-services company helped by weaker rand Replacement-battery maker should benefit from economic recovery; tax reforms will hurt rivals Reforms should lower Indian broadcasting company's tax rate Fast-growing South African discount apparel retailer benefits from stronger rand An Indian multiplex theater chain helped by tax reforms Infrastructure investments and economic recovery could help state-owned bank Loan growth at state-owned bank should accelerate as economy recovers
Source: Bloomberg
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