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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