Mobius on China Stocks, Emerging-Market Debt and Pandemic Recovery

The transcript discusses the rising tensions between the US and China, focusing on the impact on Chinese stocks and investment strategies. It highlights the importance of selecting stocks with a global footprint and strong balance sheets. The discussion also covers the potential delisting of Chinese companies from US exchanges and the implications of trade tensions on supply chains. Opportunities in emerging markets, particularly India, are explored, along with the challenges of debt in these regions. The impact of the virus and the race for a vaccine are considered, with a focus on the need for economic recovery.

How are supply chain shifts being influenced by the current global situation?

What opportunities exist in emerging markets, particularly in India, according to the discussion?

What should investors consider regarding the debt load of emerging markets?