Mobius: I Believe Trump Wants Higher Interest Rates

The transcript discusses the potential impact of Donald Trump's policies on both US and emerging markets, focusing on interest rates, trade, and market performance. It highlights the challenges and opportunities in emerging markets, particularly in relation to currency volatility and investment prospects. The discussion also touches on the shift from multilateral to bilateral trade agreements and the resilience of emerging markets post-2008 crisis.

How might interest rates affect the fixed income market in emerging markets?

In what ways could bilateral trade agreements differ from multilateral agreements under Trump's administration?

What are the key reasons for the recent outperformance of emerging markets compared to the US market?

What factors contribute to the growth of consumerism in emerging markets?

What are the implications of currency depreciation for emerging markets?

What are the potential impacts of Donald Trump's policies on emerging markets?

How do you think the negotiations between the US and Mexico will evolve?