Mobius: Trade War Extended Into a Technology War

The video discusses the challenges facing emerging markets due to China's economic troubles, highlighting the significant weight of China in the Emerging Markets Index. It explores China's economic strategies, including the use of tools to stabilize markets and the ongoing technology war with the US. Investment opportunities in China are identified, focusing on medium-sized companies and domestic consumption. The volatility of the yuan and its impact on trade negotiations are examined. The video also delves into the long-term implications of US-China relations, particularly in technology, and the global impact of these tensions, noting potential benefits for other emerging markets like India, Bangladesh, and Vietnam.

In what ways do domestic companies in China benefit from rising per capita incomes?

What factors contribute to the volatility of the yuan and its relation to trade negotiations?

How might emerging markets like India, Bangladesh, and Vietnam benefit from the current trade dynamics?