China observations | Peter Lampert | EP02

Art of Boring
21/03/2018 30 min
China observations | Peter Lampert | EP02

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Episode Synopsis

Features the investment insights of Peter Lampert, Mawer Emerging Markets and International Equity portfolio manager, from his research trip to China. A few highlights include: exploration of the progression of manufacturing and the internet sectors, self-driving cars, the leapfrog impact of mobile technology, and scale benefits of China’s economic engine!

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