Mark Mobius Predicts Further Economic Struggles Following Stock Market Crash: 'This Is A Real Problem'
Mark Mobius Predicts Further Economic Struggles Following Stock Market Crash: 'This Is A Real Problem'
"It was not technical in nature. All of these put together create a great deal of uncertainty. And then the situation in Japan set off a chain reaction, and, of course, the U.S. market came down," he said. The recent stock market crash is not an isolated incident and could be a harbinger of further economic distress, warns billionaire investor Mark Mobius.
億萬富翁投資者馬克·莫比烏斯警告說，最近的股市崩盤不是孤立事件，可能是更進一步的經濟困境的先兆。
What Happened: Mobius, CEO of Mobius Capital Partners, believes that Monday's global stock rout, which saw the S&P 500 record its worst single-day loss in two years, was triggered by more than just weak U.S. economic data and the Bank of Japan's interest rate hike. He suggested that deeper economic and political issues were at play.
莫比烏斯資本合夥人CEO莫比烏斯認爲，週一全球股市暴跌，標普500指數錄得兩年內最大單日跌幅，不僅是因爲美國經濟數據疲軟和日本銀行加息引發的。他指出，更深層的經濟和政治問題正在發揮作用。
While some analysts view the sell-off as a healthy correction for U.S. equities, Mobius attributes it to rising global geopolitical tensions and the upcoming U.S. presidential election, according to a report in The Insider. He also pointed to the situation in Japan, which sparked a domino effect, leading to a downturn in the U.S. market.
雖然一些分析師認爲，這次拋售是美國股市健康調整的結果，但莫比烏斯認爲，這是由於全球地緣政治緊張局勢升級和即將到來的美國總統大選，據《內幕》報道稱。他還指出了日本的情況，這導致了多米諾骨牌效應，導致美國市場的下滑。
"It was not technical in nature. All of these put together create a great deal of uncertainty. And then the situation in Japan set off a chain reaction, and, of course, the U.S. market came down," he said.
「這不是技術性的問題。所有這些加在一起造成了很多不確定性。然後日本的情況引發了連鎖反應，當然，美國市場下跌了，」他說。
Mobius anticipates more stock market drops in the future, with the carry trade unwind, identified as a factor in this week's sell-off, likely to continue.
莫比烏斯預計未來股市將會再次下跌，這次拋售中被認爲是因爲押 carry 交易，這將有可能繼續發展。
"We are now feeling the effects of this reduction. If you look at the money supply growth in America, it is very low now," he added. "That means not much money is going to go into the market or business or in the economy. So, this is a real problem and a longer-term problem going forward. We have more problems in the US and, that will affect the global situation unless the money supply is increased much more than it is now."
「我們現在正在感受到這種削減的影響。如果你看看美國的貨幣供應增長，現在非常低，」他補充說，「這意味着沒有太多的錢流入市場，商業或經濟中。所以，這是一個真正的問題，也是一個長期的問題。我們在美國還有更多的問題，這將影響全球狀況，除非貨幣供應比現在增長得多。」
He also expressed concern over the slowing U.S. job market and the Federal Reserve's significant reduction in the money supply in its bid to curb inflation, both of which could lead to "more problems going forward."
他還對美國就業市場的放緩以及聯邦儲備因遏制通貨膨脹而大幅削減貨幣供應所表示的擔憂，這兩者都可能導致「未來更多的問題」。
"I think it is a good idea to have maybe 20% of your portfolio in cash, maybe a little more, because there will be opportunities down the road and it is a good idea to have some dry powder, let us put it that way," Mobius said.
「我認爲在現金方面，也許應該把你的投資組合中的20%或更多分配給現金，因爲未來會有機會，這是一個好主意，有些乾粉，我們就這麼說吧，」莫比烏斯說。
Why It Matters: Given the current economic climate, Mobius advises investors to keep a larger portion of their portfolio in cash, suggesting around 20%, to take advantage of potential future opportunities.
爲了抓住未來的潛在機會，鑑於當前的經濟氛圍，莫比烏斯建議投資者將更大比例的投資組合保留現金，大約20%左右。
This advice comes in light of his anticipation of more economic woes, which could present investment opportunities during market downturns.
這項建議是基於他預計未來將面臨更多經濟困難，可能會在市場下跌期間提供投資機會。
Mark Mobius Says Richest Untapped Opportunity Of Investing Lies In India
馬克·莫比烏斯說，投資中最豐富的未開發機會在印度。
