Grass greener on other side of Mekong for Thai fund manager
Atikrai Chatikavanij's US$200m Ton Poh fund is increasingly targeting Vietnam, Cambodia and Laos
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Bangkok
FACED with what he sees as a prolonged slowdown at home, Thai fund manager Atikrai Chatikavanij is embracing his favourite investment analogy as he looks across the Mekong river to greener but riskier pastures.
Mr Atikrai is increasingly targeting Thailand's poorer but fast-growing neighbours: Vietnam, Cambodia and Laos. By doing so, he said that he is taking a page from renowned investor Ralph Wanger's A Zebra in Lion Country. The lesson in that book, published in 1999, is that the animals travel in big herds and the grass in the middle of the pack is trampled down - so to find fresher feed they must move to the edge where they might also get eaten by a big cat.
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