India observations | Paul Moroz | EP01

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Recorded16 Feb 2018

Publisherfeeds.libsyn.com ↗

Handlerec:8567443

Show notes

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 deterred and excited; and, shines a light on why wearing shoes during company meetings might be a good idea!

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