Mobius Says MSCI Inclusion to Have Substantial Impact on China Stocks

The video discusses the implications of Facebook's sell-off as a sign of broader issues in the tech sector, particularly for companies with weak earnings. It highlights the ongoing trend of investing in growth and hope, especially in tech stocks and cryptocurrencies, and how rising interest rates may affect these investments. The video also examines the impact of the MSCI Emerging Markets Index inclusion on tech stocks, emphasizing the need for careful selection of investments, particularly in Chinese companies with strong earnings.

What does the Facebook sell-off signify about the broader market?

How are emerging markets affected by the performance of tech stocks?

What are the implications of rising interest rates on investment in growth companies?

What was the impact of the MSC Emerging Markets index during the China Asia inclusion?

What should investors consider when evaluating Chinese companies in the current market?