Imperial Tobacco, Tencent & Linde Shares Attractive Says RSQ Manager

Imperial Tobacco will benefit from consolidation in the tobacco industry, as well as the decline in black market sales in Europe, said Riad Younes, Portfolio Manager for the RSQ International Equity Fund. Younes added that Imperial's cigar business will also profit from the opening up of the Cuban economy to trade. He is also bullish on Tencent Holdings, saying the Chinese internet giant dominates the social space and is cashing in on opportunities in the e-commerce and banking arenas. Finally, Younes is positive on German industrial gas-seller Linde due to the improving European market and consolidating industry.