SKAGEN Funds’ Revisited

Exactly a year ago, Chen Zhao spoke for the third consecutive year at the SKAGEN Funds’ annual New Years conference in Denmark. You will note from the video that Chen made three daring predictions for 2012. 

Watch the video to see if Chen’s expectations came to fruition!




C hen Zhao was a speaker at the SKAGEN Funds’ New Year Conference 2012. He is Chief Strategist, Global Investment Strategy, at BCA Research in Montreal. He founded BCA’s strategy services China Investment Strategy and Emerging Markets Investment Strategy. Zhao has previously worked as a professor at Beijing’s Central University of Finance and Economics as well as senior advisor to several of China’s government organisations. Zhao’s articles and commentary frequently appear in world-leading financial newspapers such as the Wall Street Journal and the Financial Times.

About BCA Research

Founded in 1949, BCA Research has developed an enviable reputation as a world leader in the provision of independent global investment research. Few, if any, firms can match BCA in terms of breadth and depth of its research. The more than 60 research staff focus exclusively on predicting trends in world economies and financial markets. At their disposal they have a vast treasure trove of historical data, covering more than 150,000 series, some dating back hundreds of years - and the firm is well known for its countless proprietary models and leading indicators. Research is provided to financial professionals in over 90 countries through a range of products, services and meetings.