Mobius on Impact of Russia Invasion on Emerging Markets

The video discusses the varied reactions of global markets to current economic conditions, highlighting the resilience of countries like India and China. It examines the impact of high oil prices on inflation and the potential of China as a safe haven. The discussion also covers the bullish outlook on gold due to inflation and the devaluation of currencies. Finally, it identifies investment opportunities in Asia and South America, emphasizing the tech sector in Taiwan and the unexpected recovery in Brazil.

What role does gold play in the current economic environment?

How is Asia positioned in relation to the economic situation in Europe?

What unexpected trends are emerging in the Brazilian market?