CITYWIRE: FIVE STOCKS THESE FUND MANAGERS REALLY LOVE

For years we have been intrigued by the strength of Orange’s franchise. The outlook for the group appears to be improving in a number of important ways. Management is working hard to reduce costs, but perhaps more importantly, European regulators have begun to acknowledge the industry has been weakened by fragmentation that long-term investment has been undermined.

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CITYWIRE: WHAT DOES THE YEAR OF THE MONKEY HOLD FOR CHINA?

Surprised by the panic. Stuart Mitchell, manager of the SWMC European fund, said: ‘We have been a little surprised by the panic over the outlook for the Chinese economy. As a stock picker, in constant contact with management from a broad range of industries, we have been acutely aware of a slowdown in the Chinese economy for over two years.

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