Pushing Boundaries

06/29/2007

Oliver Kratz of Deutsche Asset Management describes why “ill-fit” companies make excellent investments, two global market distortions that must eventually correct, a profitable bottleneck he sees in international trade, his favorite stock in Kazakhstan and why he sees mispriced value in Air Berlin, Gazprom, Gateway and Santos-Brasil. 


If you are a subscriber, log in to access the issue and bonus archive:


Not a subscriber? Subscribe today!