India observations | Paul Moroz | EP01
This episode features the investment insights of Mawer’s Deputy Chief Investment Officer, Paul Moroz, from his research trip to India. Paul is also co-manager of Mawer’s Global Equity and Global Small Cap strategies.
In our discussion, Paul talks about:
- the importance India’s change in administration has made to the investing landscape
- explains India’s growing need for capital
- shares the management meetings that left him excited and deterred
- and shines a light on why wearing shoes during company meetings might be a good idea!
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