Mobius: Now Is the Time to Be Buying Into Emerging Markets

The video discusses the current contradictory trends in bond and equity markets, highlighting investment opportunities in emerging markets like Brazil and India. It also analyzes Turkey's economic outlook, focusing on potential winners and losers. The impact of US-China trade tensions on global trade is examined, noting potential beneficiaries like India and Mexico.

What is the speaker's perspective on the impact of the US-China trade situation?

What does the speaker suggest about the future of trade negotiations?

In what way does the speaker believe that other countries are benefiting from the US-China trade issues?