Mobius: EM Currency Depreciation Is an Opportunity, Not a Problem

The video discusses the impact of the trade war on supply chains, highlighting investment shifts to countries like Vietnam. It addresses currency challenges in emerging markets and strategies like natural hedging. The political unrest in Indonesia is analyzed for its market impact, while a comparison between Indonesia and India is made, favoring India due to positive developments. China's growth opportunities are also acknowledged.

Why does the speaker prefer India over Indonesia for investment opportunities?

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What are the potential opportunities in China despite the challenges mentioned?

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