Investor outlook 2004: Donnelly bullish

In the first of a series of fund manager Q&As, New York-based Michael Donnelly of American Century Investments speaks.

Michael Donnelly, the emerging markets portfolio manager for American Century Investments discusses his views on how Asia will do this year.

What do you see as the main theme driving Asia's equity markets in 2004

Donnelly China will continue to be the number- one theme. China is experiencing rapid economic growth, almost approaching double digits, and to the extent it can maintain this, it's going to influence everything else that is going on in the region.

Do you think we are going to see China's growth rate hampered by structural problems in its economy

I've been watching the emerging markets for 10 years now, and I have...

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