Mobius Says China Crackdown Is Good for Markets Long Term

The video discusses the evolving tech relations between the US and China, highlighting China's regulatory crackdown on large companies to foster competition. This is seen as beneficial for smaller companies, creating investment opportunities. The speaker emphasizes continued investment in China, particularly in the tech sector, while also noting India's significant role in their investment strategy.

What is the speaker's perspective on China's recent regulatory actions?

• They are irrelevant to market dynamics.

• They are beneficial for smaller companies.

• They are detrimental to the market.

• They will lead to increased dominance of large companies.

How does the speaker view the long-term impact of China's regulatory crackdown?

• It will only benefit large companies.

• It will lead to a more balanced market.

• It will create more uncertainty.

• It will harm the Chinese market.

What is the speaker's current investment strategy in China?

• Investing equally in all sectors.

• Investing in large tech companies.

• Avoiding the tech sector entirely.

• Focusing on smaller tech companies.

Which sector does the speaker believe will benefit from the regulatory changes in China?

• Real estate

• Automotive

• Technology

• Healthcare

According to the speaker, what is the current largest allocation in their investment portfolio?

• Europe

• China

• India

• United States