Mobius: Asia to Lead as EM Outperforms Developed Markets by Year’s End

The video discusses market trends, focusing on emerging markets and their potential to outperform developed markets. It highlights the growth prospects in Asia, particularly China and India, despite COVID-19 challenges. Investment strategies are explored, emphasizing portfolio adjustments and the impact of quantitative easing on emerging markets. The video also analyzes sector-specific opportunities and risks, with a focus on financial institutions. Finally, it examines investment opportunities in Africa, despite macroeconomic challenges.

What role does quantitative easing play in emerging markets during the pandemic?

How do technological changes affect inflation in the current economic environment?

What is the outlook for Africa's growth despite the current macroeconomic environment?