An Expanding Emerging Markets Opportunity Set

Wealth is growing across emerging markets, and much of the opportunity sits outside China and India. Mawer institutional portfolio manager Rob Campbell looks at two distinct stories in EMEA: Gulf states becoming increasingly capital-market friendly through IPOs and stake sales of government assets, and Eastern European economies like Poland and Lithuania, where incomes now rival some developed markets and yesterday's discretionary purchases are becoming everyday staples. Companies mentioned: Dino Polska, Baltic Classifieds Hosted by David Braham, Senior Executive Director of Thought Leadership and Market Intelligence at Institutional Investor. This video is for informational purposes only. Information relating to investment approaches or individual investments should not be construed as advice or endorsement. Any views expressed in this publication were prepared based upon the information available at the time and are subject to change and possible correction. In no event shall Mawer Investment Management Ltd. ("Mawer") be liable for any damages arising out of, or in any way connected with, the use or inability to use this publication appropriately. Founded in 1974, Mawer Investment Management Ltd. (pronounced "more") is a privately owned independent investment firm managing assets for institutional and individual investors. Mawer employs over 250 people in Canada, U.S., and Singapore. Visit us at:    / @mawerinvestment   https://www.mawer.com   / mawer-investment-management     / mawerinvestmentmanagement   #ArtOfBoring #MawerInvestmentManagement #MawerInvestment #Podcast #Finance #Investing