One Step Ahead

05/31/2018

Ian Mortimer and Matthew Page of Guinness Atkinson Asset Management explain which “global innovators” make for the best investments, why technology stocks aren't really as pricey as generally believed, why they make relatively equal-sized bets, and why they think Lam Research, Infineon, Baidu, Anta Sports and Catcher Technology are mispriced. 


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