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Market Thinkers with Tobias Bucks and Simon Wood, Ausbil Global Small Cap
Manage episode 331518813 series 3361535
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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.
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