Art Of Boring
Playing the plan: Mawer's emerging markets equity portfolio | EP30
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 0:18:29
- More information
Informações:
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.