Mark Mobius, Head of Mobius Investments, Talks About Investment Opportunities in Emerging Markets

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신흥국 주식 투자 확대를 강조하며 펀드 범위를 넓히고 헤지펀드 구조를 도입했다고 설명. 신흥국 기업이 신흥국 성장률 덕에 이익이 많아 성장 기회가 크다고 주장. 최근 성장 주도국은 중국에서 인도로 옮겨갔다고 언급. AI로 데이터 범위와 계산 속도를 높인 퀀터멘털 접근을 강조. 두바이의 개방성, 저세율, 보안을 장점으로 꼽고 사무 거점 확장 계획을 밝힘. 중앙은행 디지털 화폐 확산과 휴대폰 결제 확대를 언급하며 암호화폐 관련 책을 집필 중이라고 함.

다듬은 글

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01. hi I'm Mark Mobius uh I'm head of the Mobius Investments and we have a fund called the Mobius emerging opportunities fund and the idea is for us to invest in emerging market but in a broader scope and the reason why we use emerging opportunities because we found over the years since I saw the very first Emerging Markets Fund in 1987 uh over the years we found that uh many of the development Market companies are big in emerging markets in fact some of them earn most of their profits in emerging countries so uh we're opening up and scope from the fund to do that we also developed a hedge fund structure so that we have much more freedom to do any kind of investment but for the most part it's going to be Equity investment of listed companies so we're quite excited about uh what's happening in the Emerging Market world and uh it's interesting to note that in the past China was the star now it's India India is really the stop of emerging markets in our investments we will look globally but you must remember that emerging countries still are growing faster double the rate of the developed countries uh so the opportunities for listed equities will therefore be in the emerging countries that's the reason why we be focusing in that area and one of the most interesting parts of what we're doing I think is we're using a qu fundamental approach u quantamental means you're using quantitative analysis plus fundamental analysis we're combining these two using AI using uh artificial intelligence and in this way we believe that we can bring back very good returns for our shareholders we're using AI in order to do two things one uh cover a wider wider range of data you know there's there's an incredible amount of data out there but for the most part if you're just using uh so-called manual methods you're not going to get very far in covering all the data but with AI we can cover enormous amount of data number one number two we can do things faster with AI we speed up the calculation process so the algorithms become much more effective the buy is very very important because uh there are many countries in the world that have restrictions uh in for example Uh Russian investors find it difficult to go let's say to the US or other countries they can come here uh and there many other countries like that where uh there are restrictions so Dubai being open is a big big plus secondly Dubai uh because of the low tax environment is also very very attractive and finally because of the high security many of the wealthy people around the world would like to be here because it's secure and safe we would like to expand right now we're starting in Delaware with our fun and in the British Virgin Islands uh but eventually we' like to do more in Dubai currently we will do back office work and uh research here uh but we'd like to expand that going forward what's happening globally is a an acceleration of AI uh and an acceleration as a result of AI of ftech so we're moving more more towards cryptocurrencies so uh central banks are going to be very big in cryptocurrencies in fact we're writing a book on Central Bank cryptocurrencies to show people that this is a big development going forward this will be very rapid it's happening as we speak you know now I I don't use cash most people don't use cash you must remember there are something like 8 billion cell phones around the world almost everybody in the world say 94% of the people around the world have cell phones and this is becoming an instrument for payment thank you