Mark Mobius | The Investor Who Went Where Wall Street Feared to Tread | Magic 20 Tamil | Francis

요약 보기

신흥시장 투자의 선구자 Mark Mobius의 경력과 투자 철학을 소개. 펀드를 1억 달러에서 수십억 달러로 키웠고, 벤치마크 대비 장기 초과수익(지수 4.1% vs 본인 13.1% 언급) 주장. 인도 비중 약 20%로 낙관적 입장 표명. 시장 타이밍은 어리석은 게임이라는 입장이며 1997 아시아, 2009 등 위기 시 저가 매수 사례 언급. 자막 상태가 불량해 세부 발언 확인 제한.

다듬은 글

※ 자동 자막 원문(다듬기 전)

01. Hello. Mark Mobius Catch them when they're young, but I don't know. Uh recently So, godfather of emerging markets now popular fund manager Okay. Started with 100 million. Okay. 100 million dollars. So, it was a huge growth. So, you catch them young and you have a finance industry Correct. after psychology but I don't practice then United Nations Okay.

02. So, Hong Kong the after my Franklin emerging markets Okay. Okay. He grew the fund from 100 million dollars to billion dollars. It's a huge growth. So, he's generally liked by all. charming personality plus money risk at the market unconventional because he chose emerging markets and stuck to it. India, Africa, Southeast Asia even Russia Brazil For example, people in the capitalist mindset in India or more or less money capitalist mindset in India only socialist upper quota emerging market grow up emerging markets emerging market mindset in emerging market grow I don't think I know invest contrary to market movement risk at the market So, Compared to markets when he gave three times returns.

03. For example, index in the 4.1% over the long term you were in the 13.1% Which means he has outperformed the market by a lot. That's why he's popular. market recent times in India last part Equity markets generally investment that you should look at the long term What is it? I don't think I know. market panic Actually, he has gone ahead and invested a lot.

04. I don't know for example I don't think I know but he has done it. Which is market when you want to buy in the market I don't know how to do it emotionally. market timing in the market Okay. Okay. He took a calculated risk. I don't think I know. market out beat returns in the market in India So, one of the market movement opposite movement Okay.

05. one of the earliest in the '97 South Asia crisis in the market He went ahead and invested a lot. Okay. Which gave returns was huge. Russia in the financial crisis debt in the India market Okay. Russian Russian government invest money Russia at very low price Okay. Which gave good returns. in the 2009 crisis big big crisis in uh eight subprime market and the up swing in the market catch the market from the lowest point in the market investment in India So, in the market uh market most of the market if he sees value in the long term he has invested.

06. Okay. took many risks easy risk I don't think I know since you asked this question. For example, China in the market in India I don't think I know about the main problem in the market capital controls I don't know. I don't think I know. China market in the Hong Kong Oh, profit in the market I don't think I I know.

07. market in the China specifically I don't think I know. I don't think I know about the emerging market I don't think I know. I don't think I know. Okay. and the markets are not very deep. Okay. economy fluctuation and the liquidity in the I don't think I know. last year global uncertainty maybe due to war and the Israel I don't think market I don't think I know.

08. He converted about 95% of cash. Okay. I don't think I know about the reverse money. Timing the market is a fool's game. Okay. I don't think I know but overall as a career in the he has done phenomenally well. and He's very outspoken. He criticizes government policies. Okay. So, emerging India in the market I don't think I know generally India He's been very optimistic about Indian growth story.

09. I don't think I know about Franklin He started his own Mobius Capital Mobius Capital I think 20% of portfolio is with India I don't think I know. Okay. So, which means he's very bullish. Okay. So, I don't think I know about the global citizen. Yes, I don't countries I don't know. He's lived in Asia almost and I don't think I know about German.

10. US in the market He is and he travels a lot. Okay. I don't think I know. Yes. Okay. Okay. I don't think I know about the market in India. I don't think I know about the market. So, I don't think I know about the market. So, you you'll get a lot of insights from Mark Mobius. Thank you, Francis. Thank you. Thank you.