Pan-European Investments: from Russia to Germany
Ben Griffiths, manager of T. Rowe Price European Smaller Companies Equity talks us through the investment outlook and opportunities in pan-Europe. With a Brexit decision made we found out how it’s affected companies [0:40] and the market [2:00] before diving into the fund.
Ben talks us through opportunities in the UK [3:23] including computer games [5:07] and Trainline [10:15] before moving to emerging Europe [6:20]. Focusing on Russia [7:03] in particularly Ben tells us more about the Amazon of Russia [7:30]. We finish with the funds top holding Shop Apotheke [11:26] an online pharmacy in Germany and Ben’s long term favourite, MIPS [13:15] a safety technology for helmets.
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