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Market Thinkers with Tobias Bucks and Simon Wood, Ausbil Global Small Cap
Manage episode 331518813 series 3361535
Wattle Partners에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Wattle Partners 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
With global investors fixated on big technology companies or the fast-growing emerging markets, one of the most important parts of the global economy is being ignored; smaller companies. The pandemic has had far-reaching implications for business, with the success of emerging markets like China in combatting the virus seeing investors flock to their shores. Yet with geopolitical risk surrounding China and an expected global shift in supply chains away from the region, should investors be looking closer to the original homes of manufacturing and technology. In this session we will discuss how global smaller companies, around $2 billion market cap, are becoming the next emerging market and offer growth prospects more closely linked to a post-pandemic recovery.
27 에피소드
공유
