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.

How might a stronger US dollar affect emerging market currencies?

What concerns exist regarding emerging market debt denominated in US dollars?

What is the outlook for investment in emerging markets according to the discussion?