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☆ The UAE has all the growth that India has, without the 'crazy valuations': Portfolio Manager
▼ + stars: | 2024-10-30 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe UAE has all the growth that India has, without the 'crazy valuations': Portfolio ManagerKamil Dimmich of North of South Capital discusses why the UAE markets are his favorite from an investment standpoint.

Persons: Kamil Dimmich Organizations: UAE, South Capital Locations: India, UAE

☆ Buy these gold and copper stocks to ride AI, China demand and more, say fund managers
▼ + stars: | 2024-04-24 | by ( Weizhen Tan | ) www.cnbc.com time to read: +4 min

Gold and copper have been on fire, as geopolitical tensions mount, central banks buy up gold, and AI demand for copper grows. Copper, too, has done well, with copper futures hitting their highest level since 2022 last weekend. Stock picks He named Australian gold miner Northern Star and copper miner Southern Copper as stocks he's bullish on right now. He said against that backdrop, he's getting back into some gold mining stocks such as Gold Fields and K92 Mining. It said that copper demand will already "significantly exceed" supply starting this year — and that's not even accounting for demand growth from data centers.

Persons: Kingsley Jones, Jevons, CNBC's, Jones, Kamil Dimmich, Dimmich, he's, that's, Jefferies, Teck, Ian Roper, Michael Bloom Organizations: Wall Street, U.S . Federal Reserve, Stock, Northern Star, South, K92 Mining, Jefferies, JPMorgan, Teck Resources, North, Astris Advisory Japan KK, CNBC Locations: USA, Europe, South Capital, East, China, Freeport, McMoRan, Lundin, Teck, North America

☆ 'Really, really cheap': Pros name 4 under-the-radar stocks to play a China turnaround
▼ + stars: | 2024-03-12 | by ( Amala Balakrishner | In Amala-Balakrishner | ) www.cnbc.com time to read: +3 min

Declining foreign investment and a prolonged property slump are just some of the issues that have put pressure on the Chinese economy — and stock market. We're still relatively underweight China, but we've been reducing that underweight [as] some of the stocks there have become really, really cheap." China Market Research Group's Shaun Rein agrees. "If you're a multinational, if you're looking to drive growth over the next three to five years, the next China is China. Shares in Fufeng are held in the iShares MSCI China Small-Cap ETF , while Xinyi Glass shares are held in the Franklin FTSE Hong Kong ETF and SPDR S & P China ETF .

Persons: Kamil Dimmich, CNBC's, we've, Shaun Rein, it's, Salomon, Arc'teryx, Dimmich Organizations: Shanghai, South Capital, Research, Amer Sports, New York Stock Exchange, Stock, Fufeng Group, Ford, General Motors, Hong Kong Stock Exchange, Xinyi, Franklin FTSE, Franklin FTSE Hong Kong ETF Locations: China, It's, India, Vietnam, Franklin FTSE Hong

☆ Forget India: One portfolio manager bucks the trend, says another market offers ‘great value’
▼ + stars: | 2023-09-27 | by ( Amala Balakrishner | ) www.cnbc.com time to read: +3 min

India's growth prospects have seen many investors and big-name banks turn bullish on the country, but portfolio manager Kamil Dimmich says he's steering clear. Dimmich, who manages the $1.5 billion Pacific North of South Emerging Market All Cap Equity fund, said he is "always looking for great companies with strong cashflows that are not correctly reflected in the market." 'Great value market' One country he is very bullish on is South Korea, which he calls a "great value market." The portfolio manager acknowledged that his love of the South Korean market is an interesting one. And so that has always led the Korean market to be quite cheap because people didn't have much faith," he said.

Persons: Kamil Dimmich, Dimmich Organizations: South Capital, CNBC, P, South Emerging, Equity, LG, KB Financial, Samsung, South Locations: North, India, Japan, South Korea

☆ This chip stock has a ‘50% margin’ which rivals could struggle to catch up with, portfolio manager says
▼ + stars: | 2023-09-25 | by ( Amala Balakrishner | ) www.cnbc.com time to read: +5 min

Taiwanese semiconductor giant TSMC has a sizeable lead in the chip industry which its competitors will struggle to catch up with, according to Kamil Dimmich, a portfolio manager at North of South Capital. Is Nvidia cheap? "Some of my colleagues think Nvidia is cheap and there's certain scenarios you could put together where Nvidia is cheap. The portfolio manager does not have holdings in Tencent , even as several investors consider it as a stock to watch out for. "If people remain negative on China [and start] selling China, like there's no tomorrow, then maybe [Chinese] stocks will go sideways.

Persons: Kamil Dimmich, Dimmich, They've, they're, TSMC, there's, —, Tencent, it's Organizations: South, Samsung, South Emerging, Equity, Technology, Nvidia, Vipshop Holdings Locations: Taiwan, TSMC, China, Tencent

☆ CNBC Pro Talks: TSMC, Alibaba and more? Fund manager reveals his 'great' undervalued stock picks
▼ + stars: | 2023-09-20 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCNBC Pro Talks: TSMC, Alibaba and more? Fund manager reveals his 'great' undervalued stock picksLooking for investment opportunities outside of the U.S.? CNBC’s Tanvir Gill quizzed North of South Capital’s Kamil Dimmich on investing in global stocks such as chip giant TSMC, Chinese tech behemoth Alibaba and South Korea’s Samsung Electronics. These stocks and more are held in Dimmich’s fund, the $1.5 billion Pacific North of South Emerging Markets All Cap Equity fund.

Persons: Tanvir Gill quizzed, Capital’s Kamil Dimmich Organizations: Samsung Electronics, South Emerging, Equity Locations: U.S, South

☆ CNBC Pro Talks: TSMC, Alibaba and more? Fund manager to reveal his 'great' undervalued stock picks
▼ + stars: | 2023-09-19 | by ( ) www.cnbc.com time to read: +2 min

Join CNBC's Tanvir Gill as she quizzes North of South Capital's Kamil Dimmich on investing in global stocks such as chip giant TSMC , Chinese tech behemoth Alibaba and South Korea's Samsung Electronics . These stocks and more are held in Dimmich's fund, the $1.5 billion Pacific North of South Emerging Markets All Cap Equity fund. The Pacific North of South EM All Cap Equity fund aims to outperform its benchmark, the MSCI Emerging Markets Index, by between 3% to 5% annually. Kamil has been at North of South Capital since 2009 and has managed the Pacific North of South EM All Cap Equity fund since 2017. Join CNBC Pro Talks on Wednesday, September 20, at 6:30 a.m. BST / 1:30 p.m. SGT / 1:30 a.m.

Persons: Tanvir Gill, Capital's Kamil Dimmich, Dimmich, Kamil, Berkshire Hathaway, Guy Spier, he's Organizations: Samsung Electronics, South Emerging, Equity, South Capital, CNBC, Nvidia, Big Tech, Apple Locations: U.S, South, North, Treasurys, Berkshire, A.I, China

☆ Alibaba is transforming from a growth stock to a value stock: Portfolio manager
▼ + stars: | 2023-09-12 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAlibaba is transforming from a growth stock to a value stock: Portfolio managerKamil Dimmich of North of South Capital believes that China's stock market is deeply oversold and now presents pockets of opportunities.

Persons: Kamil Dimmich Organizations: South Capital

REUTERS/Aly Song/File PhotoHONG KONG/NEW YORK, Aug 15 (Reuters) - Chinese fears of a spillover from missed payments on some shadow banking linked trust products and worsening consumer sentiment are expected to hasten a policy response to revive the country's cash-starved property sector. Zhongrong International Trust Co, which traditionally had sizable real estate exposure, has recently missed repayments on some investment products, fuelling contagion fears. 'CONTAGION'The trust sector had been a major fundraising channel for property developers seeking rapid expansion. The outstanding value of trust products invested in the property sector was 1.2 trillion yuan as of end-2022, down about 30% year-on-year. Still, exposure to the real estate sector varies from different trust firms.

Persons: Aly, Yan Wang, Nomura, Arthur Kroeber, Kamil Dimmich, Phillip Wool, Wool, Vidya Ranganathan, Laura Matthews, David Randall, Ziyi Tang, Sumeet Chatterjee, Alexander Smith Organizations: REUTERS, HONG KONG, Trust Co, Barclays, International Trust, South Capital LLP, China Equity ETF, Beijing, Thomson Locations: Shanghai, China, HONG, Zhongrong, Beijing, New York, London, Singapore, Summer Zhen

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