Mark Mobius
@MarkMobiusReal
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Emerging Markets Investor and Book Author
Joined February 2018
I celebrated my 88th birthday last week and I’m thankful to say that I’m feeling younger, stronger and wiser than ever. I get asked almost every single day what motivates me to keep working and stay active, and my answer is simple: nothing is impossible if you stop putting
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It was a pleasure to share my views on #EmergingMarkets at the 19th CITIC CLSA ASEAN Forum last week. Glad to receive such positive feedback on both my presentation and book. @CLSAInsights
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#Gold is primarily a safety measure in case of dire circumstances, but I would not consider it an investment since it does not earn interest or pay dividends.
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I'm often asked what qualities make a good fund manager. While there are many important attributes to consider, one quality stands out to me: having an insatiable thirst for knowledge. Just last week, I had an amazing opportunity to visit the Abu Dhabi Securities Exchange (ADX)
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Just signed a book deal today with @PenguinIndia. Can’t wait to write a book tailored for a market that I love. #india #investment #book
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#Cryptocurrencies should not be treated as an investment since they have no intrinsic earnings capability. You are depending on someone else to hold it and buy more so the price goes up. #Bitcoin could go down to $10,000 if people lose faith in it.
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Fun fact: When I first set foot in #HongKong in 1967, the Mass Transit Railway (MTR) didn’t even exist. So much has changed since then but as the saying goes, the more things change, the more they stay the same. Here’s my latest blogpost on Hong Kong:
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Perhaps surprising but #Taiwan’s stock market is actually a great avenue for capitalizing #China’s growth story given their substantial trade ties. Full @Bloomberg interview here:
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Order a copy of my book, The Inflation Myth and the Wonderful World of Deflation, here:.
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#Brazil is without a doubt one of my favorite countries. Timed my latest trip to attend the Rio Carnival, the greatest show on Earth! Despite political challenges, Brazil remains an attractive market for investors. Full blogpost here:
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The richest, untapped opportunity is in emerging markets generally and especially in Asia. India and Taiwan are top of the list now but I’m also looking closely at Indonesia and Thailand. I particularly like firms using technology to improve efficiency.
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I’m often asked to predict #India’s stock market. I'm optimistic about the long-term potential of India but short-term predictions are impossible & market corrections are inevitable. My advice? Pick good stocks, hold onto them & buy more when prices dip.
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I’ve been vocal about my love for emerging markets for decades, but what might be less known is my soft spot for #Japan. Read my latest blogpost here:
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Venture where others hesitate, for in the unknown lies the greatest potential. #MondayMotivation #EmergingMarkets
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Flattered to be called a billionaire but it’s really in $VND. This is nonetheless a great article because it highlights a booming #realestate market in #Dubai that I have no doubt will see further upside. Thanks @ArabianBusiness for the interview.
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Last week’s riot in Brazil was traumatic and should be seen as an attack on the country’s democratic values. But I believe only a violent minority was involved and the country remains an attractive market for investors. Read more here:
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The world's always tossing curveballs, and what better way to stay ahead of the game than by turning some pages? Have a good weekend ahead, everyone. #StayCurious #NeverStopLearning
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#EmergingMarkets are off to a strong start in 2023. P/E ratios of many EM stocks are now lower than their developed market peers, which means bargains abound. Rate cuts are also on the cards for some EM economies, which is another encouraging sign.
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When it comes to stockpicking, my rule of thumb is to go for companies with very low or zero debt. Overall, I have confidence in India. With abundant talent and great companies, India has immense potential and any market volatility would be short-lived.
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Penang is well known as a tourist hotspot but there is more to the scenic coastal Malaysian state than meets the eye. Penang has been actively working to grow its tech scene in an effort to become a hub for innovation. Check out my latest blog post:
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If history has taught us anything, it’s that nothing lasts forever—whether in life or the stock market. And if history is any guide, when investors retreat from a market en masse, it almost always means there are opportunities, albeit selective, to be found. Read my latest
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Argentina’s new government is taking drastic measures to fix its economy. The initial results are encouraging, but time will tell if they will last. I returned to Buenos Aires last month for the first time in five years. It was interesting to see that many companies were
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Many raise their eyebrows when they learn that I stepped into fund management in my 50s and became an entrepreneur in my 80s. I've had my fair share of self-doubt, for sure, but that didn’t stop me from giving every ounce of energy and dedication to a career I love. Always
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Back in #Japan post-pandemic, and some things never change. Bowing is an art here. From a nod to a full waist-bend, it's all about respect. Even met a deer who got the memo! #WhenInJapan #BusinessEtiquette
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I’m still very bullish on the IT sector in India. Currently the focus is on software, but down the line, I believe India will play a much bigger role in semiconductor production. And any chips-related companies will be very interesting when the time comes.
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Emerging market stocks are expected to eclipse their U.S. peers in terms of global representation within the next decade, according to a recent @GoldmanSachs forecast with which I fully concur. Current economic climate bodes well for emerging markets and I see tremendous
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Often underestimated, yet tenacious, daring and innovative, emerging markets like India are shattering ceilings - not just on earth, but in space. Having championed the promise and potential of emerging markets for a long time, I find India's triumphant landing on the moon deeply.
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Congratulations to @lifeandlimbai on winning the Cornell EMI Mark Mobius Business Pitch Competition 2022! #Cornell #CornellEMI #India #startup
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It was great to be in #India last week. I believe India is at the start of a long-term bull run. While corrections are inevitable in any market, the overall trajectory points toward a promising future for India's economy.
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I believe China does want more foreign investment but with a very specific goal and that is in technology stocks. This encompasses all facets of tech—software, hardware, EVs, with a particular focus on chips. Full interview: #China #EmergingMarkets
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Seeing @MapmyIndia soar confirms our belief in their vision. The company is doing a terrific job in mapping and location technology. Read more about their journey on Bloomberg @business:
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Delighted to talk to @jchatterleyCNN about my concerns over investing in China now, why I believe Crypto prices will continue their downward trend in 2023, and why I’m a long-term bull on India.
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The Indian economy is certainly in a sweet spot in terms of growth, and we are constantly on the lookout for great companies to invest in. Technology, healthcare and infrastructure are among sectors that we like.
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It’s been an incredible journey at @MobiusCap, where I witnessed its growth and success, going forward I will be shifting my focus and dedicating more time to exciting new projects in #Dubai, centered around #entrepreneurship investments and consulting. I also have two new books
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Taking out a loan or racking up credit card charges may be tempting for those who want to splurge during the holiday season. But don’t forget credit card interest is typically compounded daily! Read more about compound interest in my comic book:
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Age is just a number. Don’t let anyone tell you you’re too old to be doing what you love. To stay mentally and physically fit, I turn to cycling, walking, and weight training. I also try to keep an open mind and learn from everyone that I come across. To my fellow fund managers:
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India is sweeping investors off their feet with its allure and promises of great rewards. I too am fascinated by its huge growth potential. But it’s crucial to get a solid grasp of the market's nuances before going all in. Read my latest blog post:
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There’s nothing quite like getting lost in a book. It’s not only an escape to different worlds, but it also opens your mind to new ideas and perspectives. For those who don’t already read regularly, I encourage you to make it your resolution for the new year. One of the most
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I don’t have a crystal ball but I’m pretty confident that the #Sensex can touch the 100K mark in the next 5 years. Just remember, success isn’t a straight line. As the index works its way up to that big 100K, we’re going to see some corrections.
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Thanks to social media, reconnecting with old friends is easier than ever. Thanks Lynette @galfromdownunda for getting in touch and for bringing back such fond memories from 2009! Check out her blogpost about our bike ride in Singapore here:
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China’s move to limit exports of key minerals essential to chipmaking in retaliation of Western sanctions is triggering a supply chain reorganization that will only benefit other emerging markets, in particular India. Currently Taiwan represents our portfolio’s top holding by
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#India is now a top bet for us among emerging markets. The hardware tech space has particularly caught my eye, and I'm convinced that India is set to become a major player in chipmaking. And let's not overlook the promising opportunities in healthcare.
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Entering the Chinese market now can be tricky as its domestic economy struggles. But as I’ve mentioned before, I remain optimistic about China’s tech sector, particularly in semiconductors. This might sound odd given the geopolitical tensions between China and Taiwan but I
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Time flies. It’s been 50 years since my first book, Trading with China, was published. When I made projections for the future volume of trade with China, many people thought my estimates were overly optimistic and unrealistic. Now, looking at the numbers, I realize that I
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Regardless of the results in #Turkey's upcoming presidential and parliamentary elections, I see incredible investment opportunities in the country, particularly in equities. My preference is for companies with low debt and strong offshore earnings.
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Here’s to another fantastic year ahead, packed with exciting new opportunities and adventures around the globe. Let's make it a great one!
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Went to see the custom workshop for the Sri Lankan all-electric Vega car @VegaInnovations. The car accelerates to 0-100 kmph in less than 4 seconds. Each car is customised.
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My new investment path is very exciting. I’m finding terrific opportunities by using AI to identify investment prospects, particularly in tech-focused companies within emerging markets.
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I envision the investment landscape here in India evolving to mirror that of the US, where a balance between active and passive strategies flourishes. I foresee mutual funds and ETFs gaining substantial traction, with half of the money going into individual stocks and the other
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#India is already a big exporter of software, and it’s only a matter of time before it replaces #China as a hardware manufacturing hub. Check out my full interview with @BNNBloomberg here:
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I had the pleasure of visiting one of our portfolio companies EC Healthcare last week in Mongkok, a vibrant neighborhood in Hong Kong. A big thank you to Eddy Tang, Co-Owner, Chairman & Executive Director, and his team for their warm welcome and for sharing their exciting
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Taking political sides rarely leads to a win. In investment discussions, the pivotal consideration is whether #India will continue its policies on infrastructure spending, opening up the economy and emphasis on technology. If so, the prospects are bright.
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As an investor with a long-term horizon, I see opportunities in Sri Lanka now. I would look at companies that will likely survive this financial crisis and come out stronger when the dust settles.
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I believe the US economy is actually in better shape than a lot of headlines make it seem. With relatively low unemployment and ample government spending in various areas, I believe the US will have a decent year in terms of economic growth.
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Join me for an online fireside chat on Oct 11 at 9:30 am ET, at the @MoneyShow Virtual Expo. I will be discussing the Fed's future policy path, the outlook for the US dollar and other currencies, among other topics. Sign up here:
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I will be joining the Global Investment Summit, which takes place at the Martinic Palace in Prague this Thursday, Nov 2, for an online discussion on investment as well as my book The Inflation Myth and the Wonderful World of Deflation. Learn more:
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I was recently asked if China is uninvestable right now. My take is that it’s actually a good time to start paying attention to China again as the market’s showing some recovery. Chinese stocks in Hong Kong, in particular, have staged a comeback, with the Hang Seng China
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“Embrace and learn from your mistakes” is a piece of career advice I would give to my younger self. Mistakes are inevitable in any career, including investing. Treat them as learning opportunities, analyze what went wrong & apply the lessons to future decisions. #FlashbackFriday
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I believe every portfolio should have some allocation to physical gold, but that’s not because of its recent rally. Gold is like a safety net. With people having less faith in central banks and currencies these days, I’m not surprised that more people are leaning into gold,
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I'm more drawn to emerging markets, simply because developed countries with high GDPs often face growth challenges. India’s high single-digit growth is currently catching not just my eye but that of my peers’ as well.
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The Philippines' uphill battle to phase out its iconic, diesel-guzzling Jeepneys highlights the nation’s bumpy journey to modernization and economic progression. I’m nonetheless rooting for the country and optimistic about its future.
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I’m surprised that my prediction of a beginning 2023 recovery in China seems to be turning out to come true. As for the equity market I’m still concerned about military moves by China towards Taiwan. Any apparent bargains in China could be hammered if military action takes place.
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There's never a dull moment when investing in emerging markets, and there’s always something new to learn about and from these markets. For The Telegraph, I've picked two important lessons I’ve learned on my EM journey. Read about them here:
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Enjoyed my conversation with Bloomberg’s @DavidInglesTV at the @thegeforum in Hong Kong. Check out the clip below to find out why price-to-earnings (P/E) ratio is no longer a metric I use to assess the valuation of a company. Full video:
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Enjoyed my chat with Tom Corbett and John Lee on @BBGIntelligence’s Asia Centric podcast. We talked about navigating emerging market stocks in a high-interest rate world, my recent trip to India, and why I'm so optimistic about the Indian market's potential. Spotify:
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I was in Hong Kong last week and I was asked more than once if I share the same sentiment with some critics that the city as an international financial hub is “over”. To be honest, I was slightly taken aback by the amount of pessimism currently surrounding Hong Kong. Considering
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It was great to chat with @CNBCTV18News about the current economic landscape and my thoughts from The Inflation Myth and the Wonderful World of Deflation. Generally, economists aren’t fans of deflation because it's often linked with reduced consumer demand leading to dropping
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I love the term "Viksit Bharat", which literally means "developed India" and it comes from the Viksit Bharat 2047 campaign that aims to make India a developed nation by 2047. I think that says a lot about where India is heading. While I have a strong conviction in India's
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Thanks for all your questions on different social media platforms. I’ll be tackling them one by one. More questions are welcome!
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Fitch's US credit rating downgrade may lead more investors to diversify into emerging markets & equities. Not so much a sign of fundamental issues of the US economy but more of a wake-up call to the risk of putting all your eggs in one basket.
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As an emerging market investor, it’s hard to ignore China, which makes up 30% of EM indices. More manufacturers may move to India, but it doesn’t necessarily spell trouble for China. On the contrary, I see a potential win-win situation for both countries.
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I joined @NDTVProfit last week to share my latest views on #India. After recently spending a month in the country, I'm more convinced than ever that India is set to be a leading global growth driver in the coming years. Despite all my optimism though, I do see some potential
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Very happy to announce that The Book of Wealth: A Young Investor's Guide to Wealth and Happiness — my latest book and the first one published by Penguin Random House India — is now available for pre-order. The book will be available at all major retail stores across India from
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In my recent trip to #Vietnam, I visited the showroom of a local electric carmaker with lofty ambitions to make a mark in the EV industry at home and abroad. Read the full blogpost here:
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I had a fantastic time at The Visionaries’ Summit in #Jamaica last month, where I was given the opportunity to share my passion for uncovering unique investment opportunities off the beaten path. Thanks Kirk-Anthony Hamilton for having me.
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Looking forward to speaking with @LizClaman on @ClamanCountdown today. Tune in at 3:35pm ET to catch me discussing #Taiwan & #India among other topics.
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If I had to name one thing I’m most proud of in my 30-some-year career in fund management, it would have to be the longstanding friendships I’ve built over the years, especially with the people I’ve worked directly with. As fund managers, we obviously have financial goals to
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It wouldn’t be fair to paint all the companies in a country with the same broad brush, and I’m glad the Indian market is seeing a rebound so quickly. The whole Adani saga is perhaps a good reminder for investors to rethink passive investing, where returns
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It was wonderful to be in @CNBC’s studio in New York last week to discuss my bullish views on India. India offers an attractive consumer play, but it's the tech sector that I've been watching closely. Under Modi’s leadership, India’s tech space has moved ahead of many developed
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China’s stock market has roared back to life, turbocharged by an aggressive economic stimulus package — the “bazooka” that many had been waiting for. The sheer scope of the measures sparked a strong market rebound. In the near term, I expect the rally to provide opportunities in
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I often get asked for investment tips, and here's a little gem of wisdom: Don’t take my advice! Or anyone else’s for that matter—do your own research. While it's great to trust your fund manager, informed decision-making holds tremendous value. It’s important to take the
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My last blogpost on Trump sparked quite a debate, so I thought it might be worth sharing more of my thoughts on what a second Trump presidency could mean for emerging markets. Perhaps the most significant impact of a Trump presidency on emerging markets would be the shift away
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I’m excited to share that I’m leading an investment group to bring @AnytimeFitness to the #UAE, with the first club set to open in Dubai by the end of this year. I’ve been a long-time member of Anytime Fitness and have used the clubs around the world, so this venture feels like
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The Middle East is a region I’m watching very closely—the way the gulf is making progress in both its public and private markets is nothing short of impressive. #PrivateEquity and #VentureCapital in particular are gathering steam here. The Middle East is packed with bright
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Greetings from Italy. The global stock market meltdown earlier this week sent many investors into a panic. Many blame "the great unwind" of the yen carry trade, while others chalk it up to the weak U.S. jobs report and the Fed's delay in cutting rates. Nonetheless, many believe
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I fell in love with #UAE because of its exceptional pandemic response that saw it reopening to tourism early on. It’s not hard to see why more asset managers & family offices are moving here — no personal income tax & endless sunshine, what’s not to like?
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One of the best pieces of investing wisdom I’ve ever received actually came from my late father, a baker who had very limited education. He would always stress the importance of staying away from debt. Debt, especially from credit cards, often comes with sky high interest rates
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MSCI EM index is catching up to the S&P, & I believe it'll even outperform soon. #China's on a relentless drive to boost its economy & that’ll ripple through other markets. As China makes up 30% of the EM index, its growth will have a significant impact.
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Last week in #HongKong was a whirlwind of conference sessions, meetings and interviews. Thanks Greenwich Economic Forum for having me and a big thank you to the journalists who took the time to interview me on-site/report on my sessions. Here’s a selection of news coverage from
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As the Chinese saying goes, “where there is risk, there is opportunity”. Whenever a stock market takes a dive, one thing comes to my mind: time to go shopping for hidden gems at a steal. With Hong Kong’s market at a multi-year low, I'm starting to see value in some local stocks.
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If you have recently spent time in #India, you would have likely left feeling inspired by the country’s remarkable progress in turbocharging its economy, just as I did. Read more about my trip to New Delhi earlier this month:
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If I had to give a piece of financial advice to young people, I’d say: “resist the urge to splurge”. It doesn't matter how much money you make if you spend it all. Cherish your money, invest wisely and spend thoughtfully. And if someone calls you a penny-pincher for being smart
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