Top fund manager David Winters says he’s high on Asia heading into 2014. “We think the big undervaluations, going back to Graham and Dodd … are overseas,” he tells CNBC. “Ultimately we think Asia is … the place to be focused.” He says that consumers in Asian markets want U.S. goods, and he’s trying to play on that theme in lower-risk ways. One stock he’s particularly high on: Casino company Wynn Macau.
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