Mobius Sees a Lot of Profitable, Growing Stocks in China Despite Tensions

The video discusses the rising tensions involving the US, Hong Kong, and China, and their impact on markets. Despite these tensions, there are profitable investment opportunities in China. The speaker emphasizes the importance of evaluating stocks individually, focusing on those unaffected by trade wars, with a global presence, and strong balance sheets. Alibaba is highlighted as an example of a company with a global footprint and significant market share in China.

What is the significance of having a global footprint for Chinese stocks?

Why is it important for companies to have strong balance sheets in the current market?