Mobius Says Persistent Trade War Would Cause EM Index to Fall

The video discusses the challenges and opportunities in global markets, focusing on the impact of weak China data and the China-US trade dispute. It highlights the potential in emerging markets like Vietnam, Bangladesh, Brazil, and India, while emphasizing caution due to market volatility. The discussion also covers active investment strategies in Africa and the importance of manufacturing and consumer goods sectors.

What challenges do investors face when considering opportunities in Africa?

In what ways can investors differentiate between service-oriented and manufacturing companies in emerging markets?