In Latin America, Mirae urges caution on the over-valued consumer sectors, especially in Brazil.
Mirae is also not worried about a U.S. style housing crisis occurring in China.
Mirae is looking at 7% to 7.5% GDP growth for India and 7% next year.
Before joining Matthews in 2008, Horrocks was Head of Research at Mirae Asset Management in Hong Kong.
The Seoul-born portfolio manager for Mirae Asset in Hong Kong runs the three year old Asia Great Consumer Fund (MGCEX).
Daily output this month, according to the analysts at Mirae Assets Securities, could be as low as 1.85 million tons.
Mirae analysts will be swimming up stream next year in recommending China as an investment to their institutional and private wealth manager clients.
Mirae says she will try to persuade her friends to watch the channel - which is just what the South Korean government wants to hear.
But her classmate, 21-year-old Mirae, says she will take a look.
He notes that Mirae is still not very bullish on the big IT names like Infosys (INFY) and Wipro (WIT) due to weaker demand from new clients abroad.
In Asia, Mirae is overweight China, India, Thailand, and Indonesia.
Joohee An, a portfolio manager at Mirae Asset in Hong Kong sits beside me in a board room in Bank of America tower in midtown on a mild and sunny Friday afternoon.
Mirae added their name to the soft landing crowd on Tuesday, saying that issues raised recently about nonperforming loans (NPLs) have raised concerns over the possibility of a sharp slowdown in growth and negative real interest rates.
应用推荐