Chinese stocks fared poorly last year, but engine-maker China Yuchai bucked the trend as the country continues to utilize more trucks to transport domestically made goods, says David Ruff, portfolio manager for the Forward International Dividend Fund. Ruff is also bullish on Thai telecom player Jasmine International which he says is undergoing a restructuring process that will infuse it with more cash to expand its broadband network. Finally, Ruff says Turkish gold miner Koza Altin is a well positioned turnaround story which will rise with gold prices and new mines.
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