PM Capital Co-Portfolio Manager – Equities, Kevin Bertoli speaks with Tom Piotrowski about China’s reopening and the impact this could have on the commodities sector. He believes China will continue to support the property industry and is forecasting a strong 2023 for Chinese sharemarkets.
25 Jan 2023
PM Capital Portfolio Manager, Kevin Bertoli speaks with Tom Piotrowski about opportunities in Europe, including his fund’s positions in European banks, German industrial manufacturing company Siemens and Dutch brewing company Heineken.
25 Jan 2023
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