China observations | Peter Lampert | EP02
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.
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