MH+ Ep.33 Copper, Dispersion & Commodities (guest: Will Thomson)
The Market Huddle
00:00
Investment Opportunities in Emerging Markets Post-COVID Era
Exploring investment possibilities in emerging markets post-COVID, focusing on overlooked sectors like cement production, durable goods manufacturing, and plastics companies with potential for growth amidst government capital influx for infrastructure and energy transition.
Play episode from 27:14
Transcript
