Mobius habla de Brasil, México y las guerras comerciales

The video discusses investment opportunities in Brazil and Mexico, focusing on sectors like commodities, consumer space, and manufacturing. It highlights the impact of political and economic changes, such as the Lava Jato scandal in Brazil and NAFTA in Mexico. The discussion also covers market risks, trade wars, and currency valuation strategies. Additionally, it explores emerging markets in Africa and Russia, emphasizing growth in commodities and telecoms.

What factors contribute to the undervaluation of the Brazilian real?

What opportunities exist in the frontier markets of Africa according to the text?

What challenges do investors face when considering Russian companies?