Mobius Says Regulatory Crackdown in China a 'Good Thing'

The video discusses economic indicators like CPI and money supply, highlighting their impact on inflation and prices. It examines US Treasurys and interest rates, predicting higher rates due to inflation. The tech sector's performance amidst market rotation is analyzed, with a focus on profitable companies. Gold's potential in portfolios is considered, alongside geographic market opportunities in the US, China, and Europe. Emerging and frontier markets, including India, Turkey, and Kenya, are explored for investment potential, emphasizing the role of technology and political changes.

What sectors does the speaker recommend focusing on within medium cap companies?

What is the speaker's view on the correlation between interest rates and stock market movements?

What are the emerging markets that the speaker finds particularly interesting?

What opportunities does the speaker see in frontier markets?