Are there opportunities in emerging markets, metaverse or crypto right now? What legendary investor Mark Mobius thinks
Are there opportunities in emerging markets, metaverse or crypto right now? What legendary investor Mark Mobius thinks
Emerging markets expert and founder of Mobius Capital Partners, Mark Mobius, is not piqued by the metaverse but thinks the companies that are creating it could be an interesting opportunity. He also had a lot to say on other topics such as cryptocurrency and recession.
新兴市场专家、阿里巴巴创始人莫比乌斯资本合伙公司马克·莫比乌斯他并没有被元宇宙激怒，但认为正在创造它的公司可能是一个有趣的机会。他在加密货币和经济衰退等其他话题上也有很多话要说。
What Happened
怎么了
Mobius in an interview said the service offered by metaverse-linked companies could be quite desirable.
莫比乌斯在接受采访时表示，与元宇宙有关联的公司提供的服务可能非常可取。
Prominent companies linked to that sector include Facebook parent $Meta Platforms(META.US)$, chipmaker $NVIDIA(NVDA.US)$, $Unity Software(U.US)$ and $Roblox(RBLX.US)$.
与该行业相关的知名公司包括Facebook母公司。$Meta平台(META.US)$，芯片制造商。$NVIDIA(NVDA.US)$，$Unity Software(美国)$和$Roblox(RBLX.US)$。
The veteran investor said he would be keeping an eye on Ukraine, what happens in the general U.S. markets and interest rates, and most importantly, the growth prospects of companies in emerging markets that have not been hit by the downturn.
这位经验丰富的投资者表示，他将密切关注乌克兰、美国总体市场和利率的变化，以及最重要的是，没有受到经济低迷打击的新兴市场公司的增长前景。
On Crypto
关于加密技术
Mobius said cryptocurrencies lead the market because there are millions of people who have invested in various kinds. "I always tell people I don't like to talk about cryptocurrencies in public. It is a matter of faith."
莫比乌斯说，加密货币将引领市场，因为有数百万人投资了各种类型的货币。“我总是告诉人们，我不喜欢在公开场合谈论加密货币。这是一个信仰问题。”
The two biggest cryptocurrencies by market cap currently are $Bitcoin(BTC.CC)$ and $Ethereum(ETH.CC)$.
目前市值最大的两种加密货币是。$比特币(BTC.CC)$和$以太(ETH.CC)$。
On Recession
论经济衰退论
Dubbed the "Indiana Jones of emerging markets investing", Mobius said consumer confidence is not very good but consumer spending is high in the United States.
被称为“新兴市场投资界的印第安纳·琼斯”的莫比乌斯表示，消费者信心不是很好，但美国的消费者支出很高。
"In this kind of environment, as soon as unemployment rises, which hasn't yet, then you will have a recession."
“在这种环境下，一旦失业率上升(目前还没有上升)，就会出现衰退。”
EM countries heavily dependent on exports will have problems except for companies that are in the tech area, he explained.
他解释说，严重依赖出口的新兴市场国家将出现问题，科技领域的公司除外。
India Prospects
印度前景展望
Mobius said the beauty of the Indian situation is that you have about a billion people and they have an internal market that is very strong and is getting stronger every day.
莫比乌斯说，印度情况的美妙之处在于，印度有大约10亿人口，他们有一个非常强大的国内市场，而且每天都在变得越来越强。
In India, Mobius is looking at software and certain kinds of hardware, while investing heavily in companies that support the production of chips. "We are looking at the healthcare testing area. We are also looking at a construction area," he said.
在印度，莫比乌斯正在研究软件和某些类型的硬件，同时大举投资于支持芯片生产的公司。他说：“我们正在寻找医疗检测区域。我们还在寻找一个建筑区域。”
On Sri Lanka
关于斯里兰卡
Mobius said Sri Lanka will need more political reforms where reform-minded leaders begin to change the way business is done. "This would take time but I believe that within a year or two, Sri Lanka will be back on its feet," he said.
莫比乌斯说，斯里兰卡将需要更多的政治改革，具有改革思想的领导人开始改变做生意的方式。“这需要时间，但我相信，在一两年内，斯里兰卡将重新站稳脚跟，”他说。
Mobius' Tips For EM Investing:
莫比乌斯的新兴市场投资秘诀：
Buy equities in emerging markets
Buy companies that have no debt or very little debt. In this environment, debt is going to be a big burden
Buy companies that have a very good management
购买新兴市场的股票
买入那些没有债务或债务很少的公司。在这种环境下，债务将成为一大负担
收购管理非常好的公司