Konstantinov backs tech, mobile and iron ore stocks

Allianz RCM BRIC Stars manager Michael Konstantinov highlights some of the top picks from his portfolio

Infosys Infosys is one of the world’s largest information services technology companies and one of India’s most successful businesses. As a leading global outsourcing company of IT services, Infosys continues to grow its top line 20%-25% and is expected to hire up to 30,000 new employees this year. Its successful business model has one of the highest EBITDA margins in the industry at approximately 30%. It is using its financial power to move into the IT consulting industry and is starting to challenge Accenture and IBM on their home turf. Sberbank One of Russia’s largest bank’s w...