Guest bio
- Fund manager known as the Indiana Jones of emerging markets investing, who founded Mobius Capital Partners in 2018.
- Asked by Sir John Templeton in 1987 to run Templeton Emerging Markets, he grew his funds from $100 million to over $40 billion.
- Holds a PhD in economics from MIT and a BA and MS in communications from Boston University.
Mark Mobius is the fund manager known as the Indiana Jones of emerging markets investing. Born in Hempstead, New York, to German and Puerto Rican parents, he earned a BA and MS in communications from Boston University and a PhD in economics from MIT. After early work as a political consultant, market researcher and securities analyst, he became president of an investment trust company in Taipei, the first and biggest in Taiwan. In 1987 Sir John Templeton asked him to run Templeton Emerging Markets, one of the first emerging markets funds, and over 30 years at Franklin Templeton he grew his funds from $100 million in six markets to more than $40 billion in 70 countries. In 2018 he founded Mobius Capital Partners, focused on improving governance in emerging market companies. He lives and works in Dubai.
Show notes
In this first episode of Season 2 of Money Majlis, we bring you a priceless conversation with Mark Mobius, the “Indiana Jones of emerging markets investing”.
Is the asset management industry in decline? How have ETFs revolutionised investing? Why is active investing better than passive? What matters more for an asset manager - size or speed? How does private equity feed into public markets?
Mark delves into the history of emerging markets and the describes the uphill task he faced in the initial years to convince his company and his customers to invest in markets like China, India, South Africa and Latin America.
Why will Trump have a “net positive” effect on emerging economies? Are the G7 countries “too big to fail” or “too big to bail”? Is the idea of a BRICS currency feasible? And should the average investor portfolio have an allocation to crypto assets? Mark answers all these questions and more.
Listen to the guru talk about what the future of investing has in store for us.
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