Playing the plan: Mawer’s emerging markets equity portfolio | EP47
Lead portfolio manager, Peter Lampert, discusses the current environment for emerging markets and what opportunities and challenges we’re seeing for the portfolio.
Mawer Insight: Q&A with CIO | EP36
CIO, Paul Moroz, answers clients’ questions about the current economic environment and how Mawer is positioning its portfolios.
India observations | Paul Moroz | EP01
Features the investment insights of Mawer’s Deputy Chief Investment Officer, Paul Moroz, from his research trip to India.
India in flight: Finding the long investment runways
How many toilets do you have at home? Or rather—let me put it this way: do you have a toilet in your home? For most people reading this, the idea of not having one may sound crazy, but in India,...
Lessons from the children of Mumbai
Sometimes no amount of preparation (or “book study”) can educate you as much as seeing it with your own eyes.
Unlocking India’s potential
This was my first lesson in India. When you arrive in the country, you don’t just land at the airport, India lands on you.
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