Playing the plan: Mawer’s emerging markets equity portfolio | EP107

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By Mawer Investment Management Ltd.. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

Russia, the potential parallels to Taiwan and China, and macro to micro portfolio considerations in an inflationary environment.

115 episodes