Many stocks have become "a bit cheaper" and investors could get good returns, according to one portfolio manager. "Now, we've seen quite a lot of stocks coming up and there's quite a lot of discounted stocks out there," he said. "So we've been looking a lot at the industrials and consumer stocks that have been quite beaten up in the last few months. He was previously portfolio manager of the Orca Global Fund, which is now closed. Five discounted names He named these five global stocks in the industrials and consumer sectors: Germany's DHL and Siemens , Hong Kong's Techtronic , China's Nari and India's Infosys .

---

Persons: Ted Alexander, BML, CNBC's, we've, Alexander, Hong Kong's, China's, Techtronic Organizations: Global Fund, Orca Global Fund, Nasdaq, Germany's DHL, Siemens, Hong, India's Infosys, Infosys