Nomad Capitalist Audio Experience China Could Surpass the USA. Mark Mobius on Gold, Inflation & the Future of Investing
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Nov 11, 2025 Mark Mobius, a legendary emerging-markets investor and founder of major investment funds, shares his insights on the global economy. He discusses the potential for China to surpass the U.S. if it becomes more consumer-driven and politically liberal. Mobius also emphasizes the rising young interest in gold and Bitcoin as inflation hedges. He evaluates the risks of government intervention in investments and suggests diversifying portfolios into markets like India and Vietnam. His optimism about future trends inspires long-term thinking in investing.
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From $100M Start To $40B Peak
- Mark Mobius described starting an emerging markets fund in 1987 after John Templeton asked him to lead it.
- He raised $100 million and eventually managed about $40 billion as emerging markets grew.
Exit Before Nationalization In Venezuela
- Mark Mobius recounted investing in Electricidad de Caracas and exiting before Chávez nationalized companies.
- AES bought their shares, allowing them to escape heavy losses as Venezuela deteriorated.
Assess Government Risk First
- Mark Mobius evaluates investments by the degree of government influence and regulatory risk.
- He avoids companies where government actions could materially harm the business.
