My guest today is Mark Mobius, Ph.D., executive chairman of Templeton Emerging Markets Group, joined Templeton in 1987. Currently, he directs the Templeton research team which is based in 18 global emerging markets offices, and manages emerging markets portfolios. Mobius oversees a team of more than 50 people managing some $45 billion.
The topic is economics.
In this episode of Trend Following Radio we discuss:
- Key events that happened along Mobius' development and moved him to find emerging markets as his passion
- Growth across Asia
- The importance of being on the ground to see what's happening in China to have a true picture of what's going on
- Why what's happening in China now is entirely different from the USSR in the early 1980's
- Mobius' view on South East Asia, its economic and constructional changes
- The two Koreas, and whether we'll see one Korea eventually
- The impact of both North and South Korea on their own
- Mobius' outlook on Myanmar
- Singapore as an emerging market, and as it is compared to a city in the States
- India, its growth, and how Mobius sees it moving forward
- The importance of travel, and how it changes everybody that goes out there and experiences it
Jump in!
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