Mobius: EM Currency Depreciation Is an Opportunity, Not a Problem

The video discusses the impact of the trade war on supply chains, highlighting investment shifts to countries like Vietnam. It addresses currency challenges in emerging markets and strategies like natural hedging. The political unrest in Indonesia is analyzed for its market impact, while a comparison between Indonesia and India is made, favoring India due to positive developments. China's growth opportunities are also acknowledged.

How can investors benefit from currency depreciation in a market?

• By investing in companies that rely on imports

• By holding cash in the depreciating currency

• By investing in companies that are exporting

• By avoiding the market entirely

What is a common challenge faced by emerging markets?

• Political instability

• Lack of investment opportunities

• High inflation rates

• Currency fluctuations

What recent event in Indonesia might affect its investment attractiveness?

• Economic growth

• New trade agreements

• Political clashes

• Currency appreciation

Which market is currently more attractive for investment according to the discussion?

• India

• China

• Vietnam

• Indonesia

Despite challenges, which country is still considered to have good growth opportunities?

• Vietnam

• China

• India

• Indonesia