Mobius: We Are Not Ignoring China

The video discusses investment strategies focusing on China and Hong Kong, emphasizing the importance of return on capital over price earnings ratios. It highlights the challenges in finding high-return companies globally, including in China, and explores potential in technology sectors in Taiwan and Vietnam. The discussion also covers the geopolitical and property market challenges in China, the role of Chinese investors, and Hong Kong's position as a bridge between China and the world.

What is the main challenge in finding companies with high returns on capital according to the speaker?

• High competition in the market

• Low price earnings ratios

• Difficulty in finding such companies globally

• Lack of investment opportunities in China

Which regions are highlighted as having valuable technology investment opportunities?

• Europe and America

• South Africa and Brazil

• Taiwan and Vietnam

• China and Hong Kong

What is the speaker's view on the current state of AI in the market?

• AI is overhyped and not yet profitable

• AI is the most profitable sector currently

• AI is irrelevant to technology investments

• AI has no future potential

What is one of the main reasons for China's 'uninvestable' tag according to the speaker?

• Strong foreign investor influence

• High property prices

• Geopolitical tensions

• Lack of technological advancement

How is Hong Kong expected to benefit from recent changes in government controls?

• By becoming a technology hub

• Through increased liberal activities

• By reducing property prices

• Through foreign investment restrictions