Watch Mark Mobius, legendary Investor and Founder of Mobius Capital Partners LLP, discuss his preferred investment themes, portfolio strategy, macroeconomic outlook for 2025 on our exclusive fireside chat series, The Ringside View.
Known as the “father of emerging markets,” Mobius has spent decades spotting opportunities before anyone else, helping investors unlock immense value across the globe. He spent 30+ years at Templeton Emerging Markets Group, where he scaled the portfolio from an investment of $100million in only six markets to over $40billion in 70 countries.
Key takeaways from his riveting chat with Amisha Vora, CMD, PL Capital:
• Dollar Dynamics: The dollar dominates global trade but faces challenges from cryptocurrencies and central bank digital currencies (CBDCs).
• Macro View: Cautiously optimistic outlook for global and Indian economy, driven by cyclical and structural factors.
• Geopolitical Factor: Stabilising tensions expected to drive global growth and strengthen trade relations.
• India’s Resilience: Strong fundamentals, infrastructure spending, and resilient consumption trends support the economy.
• Reform vs. Populism: Balancing populist measures with structural reforms is India’s critical challenge.
• Sectoral Opportunities: Includes defence manufacturing, semiconductors, infrastructure, tourism, digital public services, etc.
• Mid-Cap Edge: Focus on mid-caps helps to strike a balance between liquidity and growth potential.
Tune-in to gain exclusive insights from one of the greatest investment minds of our time.
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Chapters
00:00 Welcome Mark Mobius – Father of Emerging Markets
05:33 The impact of 2024 US elections on 2025 global market outlook
09:33 The US Dollar & Trump’s intention of cutting down bureaucracy
11:33 Prime Minister Narendra Modi’s steps on cutting down red tape
13:23 Trump, tariffs and global trade
16:21 Outlook for oil, gold, precious metals and commodities
19:20 Emerging vs Developed markets & India vs China in 2025
21:04 How urban and rural India are growing
27:10 Aatmanirbhar Bharat: PLIs, Manufacturing Expansion
32:10 Largecap vs midcap vs smallcap stocks
35:15 Investing lessons
37:23 Mark Mobius on Cryptocurrency & Bitcoin
40:44 Are we in a deflationary world?
41:44 AI is Accelerated Information
44:24 Trump Impact on Renewable Energy Transition
46:35 Dollar vs other currencies
48:20 Gold allocation in portfolio
52:00 Tips to being fit and maintaining healthy lifestyle
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