MoneyShow, Released on 10/17/23
Mark Mobius is Co-Founder of Mobius Capital Partners, as well as one of the fund management industry’s most respected, long-tenured experts on global investing. In this wide-ranging interview, Mark takes viewers on a worldwide tour of the best – and worst – countries and sectors to invest in for 2023-2024. He acknowledges the many geopolitical threats out there at this time, including the renewed conflict in the Middle East, the ongoing Russia-Ukraine war, and tensions between China and Taiwan. But he also notes the many profit opportunities still available for investors willing to do the legwork and research to find them. In particular, Mark likes the software and semiconductor subsectors of the technology industry. He also sees opportunity in manufacturing. On the flip side, he expresses hesitation at investing in the banking sector due to transparency issues. As for countries, Mark is very bullish on India…likes select firms in Taiwan…and continues to find opportunities in nations like South Africa and Brazil.
Mark Mobius is an American-born German emerging markets fund manager and founder of Mobius Capital Partners LLP. He was previously employed at Franklin Templeton where he ran the Templeton Emerging Markets Group for over three decades.