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China observations | Peter Lampert | EP02
March 21, 2018

This episode features the investment insights of Peter Lampert, Mawer Emerging Markets Equity and International Equity portfolio manager, from his research trip to China.

In our discussion, Peter talks about:

  • why Mawer’s Research team travels extensively
  • the progression of manufacturing and the internet sectors in China
  • the leapfrog impact of mobile technology, and
  • scale benefits of China’s economic engine.

 

A transcript of this episode is available below, modified for a more enjoyable reading experience. For more posts exploring the ideas we talk about in the episode, check out our Related Reads links.
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This blog post is solely intended for informational purposes and should not be construed as individualized investment advice, research, or a recommendation to buy, sell or hold specific securities. Information provided reflects current views based on data available at the time or writing and may change without notice. Mawer Investment Management Ltd. and/or its clients may hold positions in the securities mentioned, which may create a potential conflict of interest. While efforts are made to ensure accuracy, Mawer Investment Management Ltd. does not guarantee the completeness or accuracy of this information and disclaims liability for any reliance placed on the publication. Mawer Investment Management Ltd. is not liable for any damages arising out of, or in any way connected with, its use or misuse.
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This blog post is solely intended for informational purposes and should not be construed as individualized investment advice, research, or a recommendation to buy, sell or hold specific securities. Information provided reflects current views based on data available at the time or writing and may change without notice. Mawer Investment Management Ltd. and/or its clients may hold positions in the securities mentioned, which may create a potential conflict of interest. While efforts are made to ensure accuracy, Mawer Investment Management Ltd. does not guarantee the completeness or accuracy of this information and disclaims liability for any reliance placed on the publication. Mawer Investment Management Ltd. is not liable for any damages arising out of, or in any way connected with, its use or misuse.