Barings' Lim seeking out opportunities in Thailand

Barings' SooHai Lim believes ongoing political unrest in Thailand could create attractive opportunities for investors.

Lim, who manages the $166.1m Association of South-East Asian Nations (Asean) Frontiers fund, says Thailand’s economy has grown resilient to the ongoing protests by anti-government campaigners since the coup in 2006, but suggests the escalating violence seen in the past two weeks could harm consumer confidence. The fund is already overweight Thailand against the MSCI benchmark but Lim will use any sign of a sell off as an opportunity to add to his fund. “Thailand now offers some interesting opportunities given the political uncertainty, and if the markets do sell off we might look to s...