Playing the plan: Mawer's emerging markets equity portfolio | EP30

Art of Boring
06/03/2019 18 min Episodio 30
Playing the plan: Mawer's emerging markets equity portfolio | EP30

Listen "Playing the plan: Mawer's emerging markets equity portfolio | EP30"

Descargar episodio Ver en sitio original

Episode Synopsis

Lead portfolio manager, Peter Lampert, discusses the investment thesis behind two Emerging Markets banks, the risk of shadow banking in China, Shanghai International Airport and Samsung Electronics.

More episodes of the podcast Art of Boring

Patience and Progress: Navigating Japan’s Investment Terrain | EP 198 01/10/2025
From Invisible Hand to Heavy Hand: Government Stakes, AI, and the Shifting CapEx Cycle in U.S. Markets | EP197 17/09/2025
Convergence and Complacency: Today's Credit Markets | EP 196 27/08/2025
From Inventory to Innovation: Canadian Small Caps in Focus | EP 195 06/08/2025
Back to the Future: Global Equity | EP 194 30/07/2025
Quarterly Update | Q2 2025 | EP 193 10/07/2025
Customizing the Last Mile: AI, Innovation, and Mawer’s Tech Evolution | EP 192 25/06/2025
Energy, Gold, and Growth: Current Insights on Canadian Markets | EP 191 11/06/2025
Finding Hidden Gems in Emerging Markets | EP 190 04/06/2025
Navigating Uncertainty: Global Small Caps, Process Innovation, and AI at Mawer | EP189 22/05/2025
© 2003-2025 ZARZA | AHEAD OF OUR TIME
privacy policy
In God we trust In God we trust
PreSales Questions? Click Here
or call our toll-free line at +1-888-5002068 Miami, Florida, USA