Adapting Job Markets and Technology in Emerging Markets

In this episode of the Value Perspective, we’re thrilled to be joined by the legendary Emerging Markets investor Mark Mobius. Mark founded Mobius Capital Partners in 2018 following a three-decade tenure at Franklin Templeton where he managed over $40 billion in Emerging Markets’ portfolios. This episode is co-hosted by Vera German and Jade Zhang, who is part of the Emerging Markets Team at Schroders and used to work for Mark. The episode delves into: Mark’s experience of the opening up of various markets including Russia; what’s changed and remained the same throughout his career; understanding company culture; the impact of AI on Emerging Markets development; and the concept of a new Cold War. Enjoy!

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