Mobius is likely the biggest allocator of capital into emerging market equities and therefore has very good information on which markets to focus on.
Comments from the video below include:
- Global money printing is positive for frontier markets because the money needs a home.
- Likes Nigeria, Vietnam, Saudi Arabia, Egypt, Dubai and Kazakhstan.
- An investment to take advantage of tension over Iran is Dubai which is the safest market in the region.
- Expectation is that thr Saudi market will be open to global investors late this year.
- Mobius is already investing in Saudi Arabia
- Mobius is getting a lot of interest from Latin America where pension funds have outgrown their local markets. He is also seeing a lot of money come in from the Middle East where oil money has created more cash to invest.
Comments from the video below include:
- Global money printing is positive for frontier markets because the money needs a home.
- Likes Nigeria, Vietnam, Saudi Arabia, Egypt, Dubai and Kazakhstan.
- An investment to take advantage of tension over Iran is Dubai which is the safest market in the region.
- Expectation is that thr Saudi market will be open to global investors late this year.
- Mobius is already investing in Saudi Arabia
- Mobius is getting a lot of interest from Latin America where pension funds have outgrown their local markets. He is also seeing a lot of money come in from the Middle East where oil money has created more cash to invest.
