Mobius Sees 'Terrific' Opportunities in Emerging Markets; Likes Vietnam Stocks

The video discusses the recovery of emerging markets, focusing on Brazil, China, and India. It highlights economic surprises and trade dynamics, particularly the US-China trade relations and their impact on markets. Investment opportunities in China are explored, with a focus on low and mid-cap stocks. The discussion shifts to the Middle East, emphasizing Egypt's attractiveness due to reforms. The impact of Brexit on Europe is analyzed, and Vietnam is identified as a top global trade opportunity.

What are the implications of Brexit on the European economy as discussed in the text?

What is the significance of the Economic Surprise Index in evaluating market conditions?

What are the key indicators that suggest a recovery in the Emerging Markets index?