Mobius on Commodities Growth, Strong Dollar, 'Cheap' Emerging Markets

The transcript discusses global economic trends, focusing on US-China trade relations, commodity prices, and strategic issues. It highlights investment opportunities in countries like Turkey, India, Brazil, and Mexico, while addressing concerns about currency strength and emerging market debt. The discussion also includes predictions on market trends and investment strategies, emphasizing the potential shift from US equities to emerging markets.

What is the main reason the speaker is not worried about the US-China trade war?

• The US economy is shrinking.

• China is reducing its oil consumption.

• The US economy continues to grow at a high rate.

• Commodity prices are expected to drop significantly.

What strategic concern is mentioned in relation to the US-China trade war?

• The European Union's economic policies.

• The US increasing its tariffs.

• The growth of the Chinese military.

• China's declining GDP.

Which country is expected to benefit from the US-China trade tensions?

• Turkey

• Brazil

• Mexico

• India

Why is a strong US dollar a concern for emerging markets?

• It makes emerging market currencies less competitive.

• It increases the value of US exports.

• It leads to higher inflation in the US.

• It reduces the demand for US commodities.

What is the predicted growth rate for the US economy in the third quarter of 2019?

• 2%

• 3%

• 1%

• 5%

What investment strategy is suggested due to the predicted US economic slowdown?

• Investing in US equities.

• Holding cash and investing in emerging markets.

• Focusing on European markets.

• Buying more US real estate.

What is the main reason for the attractiveness of emerging markets according to the speaker?

• Cheap valuations.

• Stable political environments.

• High inflation rates.

• Strong local currencies.