In this episode of the MoneyShow MoneyMasters Podcast, emerging markets legend Dr. Mark Mobius shares his outlook on global markets, from Asia’s top growth engines to Latin America’s reform stories.
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Mobius explains why China is outperforming India, how Japan’s corporate reforms are creating new opportunities, and why Taiwan and Vietnam remain hotspots for tech and manufacturing. He also highlights the role of Brazil and Argentina in the next wave of growth, and why he favors defense ETFs, technology stocks, and gold over crypto.
Plus, he lays out his views on the US dollar, Fed policy, and President Trump’s potential impact on global markets, while addressing geopolitical risks in Europe and Taiwan. Finally, Mobius reveals why stop-loss discipline is essential after the big run in global equities. You won’t want to miss which global markets are Mobius’ favorites for 2025-2026 – and why.
Relevant ETF tickers for this podcast include: (ARGT) (EWJ) (EWT) (EWZ) (FXI) (GLD) (IBIT) (PIN) (QQQ) (VNAM) and (SPY).
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