
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!
Related Reads
How to subscribe
The podcast is available to listen and subscribe through any of the following platforms:
iTunes
Google Podcasts
Spotify
Stitcher
Subscribe on Android
(for mobile)
You can also subscribe to Art of Boring to receive email notifications when a new episode is available, as well as other insights through our blog and quarterly updates, by entering your email into the 'Stay curious' block below.
Have feedback?
If you enjoyed this episode, feel free to leave a review on iTunes, which will help more people discover the Be Boring. Make Money.™ philosophy.
If you have any questions, comments, or suggestions about the podcast, please email podcast@mawer.com.
Comments
No one has commented on this page yet.
Join the Discussion