Mobius Says It's a Great Time to Buy Emerging Markets

Mark Mobius discusses the current state of emerging markets, highlighting investment opportunities and risks. He emphasizes the impact of global factors like the US-China trade war, Fed policies, and the strength of the dollar. Mobius also compares current market conditions to past crises, noting the potential for contagion. He discusses the influence of European political developments, such as Brexit, on emerging markets, suggesting that political instability in Europe may enhance the appeal of emerging markets.

What structural problems in emerging markets are of concern to investors?

How does the concept of contagion apply to emerging markets?

In what ways could Brexit affect investment decisions in emerging markets?