You cannot talk of emerging markets and not mention Mark Mobius.
Famous for his signature shiny scalp and white suits, this octogenarian is synonymous with investing in emerging markets. His bullishness for this asset class earned him the sobriquet of the 'Pied Piper' of emerging markets.
To his credit, Mark Mobius is no armchair investor. In fact, he regularly circumnavigated the globe at least thrice a year when functioning as executive chairman of the Templeton Emerging Markets Group.
As an asset manager, he has dealt with monumental stock market collapses, and his reputation as an emerging markets’ guru stands up to close scrutiny.
Having 'retired' from asset manager Franklin Templeton earlier this year, he has re-emerged, after the briefest of retirements, with his own emerging markets business and a new investment fund – Mobius Investment Trust.
Mobius still believes that emerging and frontier markets are the best opportunity for the next decade.
In an interview with CNBC, Mobius said he agreed with Trump when it comes to China and its trade deficit with the U.S. and believed that the latter has been taken for a ride over the past 2 to 3 decades. In another interaction, he stated that the long-term outlook towards India is still highly positive.
Listen to him share his views on emerging markets and his investing philosophy at the upcoming Morningstar Investment Conference.
Do attend the conference to be held in Mumbai on October 23-24, 2018.