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 role do Chinese investors play in the recovery of the Chinese market?

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How is the relationship between Hong Kong and China evolving in terms of investment opportunities?

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