Episodes
Wednesday Feb 08, 2023
Wednesday Feb 08, 2023
In part 1 of this 2 part series, PM Capital’s Global Opportunities fund Co-Portfolio Manager, Equities, Kevin Bertoli speaks with Tom Piotrowski about factors driving the Asian market at the moment and its impacts on global growth. In particular, the pair touch on the importance of China’s reopening, as well as the value in Ali Baba, and the commodity sector broadly leading into 2023.
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