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.
新興市場專家、阿裡巴巴創始人莫比烏斯資本合夥公司梅克·莫比烏斯他並沒有被元宇宙激怒，但認為正在創造它的公司可能是一個有趣的機會。他在加密貨幣和經濟衰退等其他話題上也有很多話要說。
What Happened
怎麼了
Mobius in an interview said the service offered by metaverse-linked companies could be quite desirable.
莫比烏斯在接受採訪時表示，與元宇宙有關聯的公司提供的服務可能非常可取。
Prominent companies linked to that sector include Facebook parent $Meta Platforms(META.US)$, chipmaker $NVIDIA(NVDA.US)$, $Unity Software(U.US)$ and $Roblox(RBLX.US)$.
與該行業相關的知名公司包括Facebook母公司。$Meta平臺(META.US)$，晶片製造商。$NVIDIA(NVDA.US)$，$Unity Software(美國)$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.
這位經驗豐富的投資者表示，他將密切關注烏克蘭、美國總體市場和利率的變化，以及最重要的是，沒有受到經濟低迷打擊的新興市場公司的增長前景。
On Crypto
關於加密技術
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."
莫比烏斯說，加密貨幣將引領市場，因為有數百萬人投資了各種類型的貨幣。“我總是告訴人們，我不喜歡在公開場合談論加密貨幣。這是一個信仰問題。”
The two biggest cryptocurrencies by market cap currently are $Bitcoin(BTC.CC)$ and $Ethereum(ETH.CC)$.
目前市值最大的兩種加密貨幣是。$位元幣(BTC.CC)$和$以太(ETH.CC)$。
On Recession
論經濟衰退論
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.
被稱為“新興市場投資界的印第安納·瓊恩斯”的莫比烏斯表示，消費者信心不是很好，但美國的消費者支出很高。
"In this kind of environment, as soon as unemployment rises, which hasn't yet, then you will have a recession."
“在這種環境下，一旦失業率上升(目前還沒有上升)，就會出現衰退。”
EM countries heavily dependent on exports will have problems except for companies that are in the tech area, he explained.
他解釋說，嚴重依賴出口的新興市場國家將出現問題，科技領域的公司除外。
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.
莫比烏斯說，印度情況的美妙之處在於，印度有大約10億人口，他們有一個非常強大的國內市場，而且每天都在變得越來越強。
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，莫比烏斯正在研究軟體和某些類型的硬體，同時大舉投資於支持晶片生產的公司。他說：“我們正在尋找醫療檢測區域。我們還在尋找一個建築區域。”
On Sri Lanka
關於斯里蘭卡
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.
莫比烏斯說，斯里蘭卡將需要更多的政治改革，具有改革思想的領導人開始改變做生意的方式。“這需要時間，但我相信，在一兩年內，斯里蘭卡將重新站穩腳跟，”他說。
Mobius' Tips For EM Investing:
莫比烏斯的新興市場投資祕訣：
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
購買新興市場的股票
買入那些沒有債務或債務很少的公司。在這種環境下，債務將成為一大負擔
收購管理非常好的公司