Investors / stance tracking
What Mark Mobius is saying
FollowFollowingUnfollowEM investor — ex-Franklin Templeton
96 dated public stances tracked since 2019-12-09, most recently 2026-01-17. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Mark Mobius's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Mark Mobius is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
Think we got something wrong? Report a misattribution — we correct it or take it down.
96
tracked stances
71
themes
2
side flips
2026-01-17
last heard
Returns 90d +0.4% 60% correct · 35 calls · 180d -0.5% 57% correct · 35 calls · 1y +3.5% 52% correct · 25 calls
Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances. “% correct” is the share of those scored calls whose direction-aware return was positive at the horizon — in a rising market a bullish call is correct by default, so read it beside the market, not alone.
Scored calls
Every tracked call with at least one matured horizon: the rows behind the Returns line above. A dash is a horizon that has not matured yet.
| Date | Name | Call | 90d | 180d | 1y |
|---|---|---|---|---|---|
| 2026-01-17 | long China Equities / long India Equities / long KOREA EQUITIES / long TAIWAN EQUITIES | basket | -2.1% | -8.2% | — |
| 2025-12-23 | TSM | bullish | +14.2% | +58.1% | — |
| 2025-12-23 | INFY | bullish | -28.4% | -40.9% | — |
| 2025-12-23 | GOLD | owns | -2.3% | -7.0% | — |
| 2025-12-23 | BANKS | bearish | +5.5% | -7.2% | — |
| 2025-11-07 | India Equities | bullish | -1.5% | -6.9% | — |
| 2025-11-07 | Em Equities | bullish | +8.8% | +25.5% | — |
| 2025-11-07 | China Equities | bullish | -3.3% | -5.1% | — |
| 2025-11-07 | BYD | bullish | +3.1% | +5.3% | — |
| 2025-11-07 | Big Tech | bearish | +2.0% | -14.4% | — |
| 2025-09-03 | USD | bullish | +2.5% | +2.8% | +5.3% |
| 2025-08-04 | USTS | bullish | +1.7% | +1.5% | +1.2% |
| 2025-08-04 | India Equities | bullish | +3.4% | +1.5% | -3.7% |
| 2025-06-26 | GOLD | bullish | +11.9% | +34.8% | +21.8% |
| 2025-04-30 | India Equities | bullish | -0.1% | +2.1% | -7.7% |
| 2025-04-30 | China Equities | bearish | -14.5% | -23.1% | -11.4% |
| 2024-09-14 | TSM | bullish | +19.2% | +1.7% | +55.9% |
| 2024-09-14 | Commodities Broad | bearish | -2.4% | -5.5% | -8.9% |
| 2024-09-14 | China Equities | bearish | -19.6% | -42.8% | -61.4% |
| 2024-08-20 | India Equities | bullish | -5.9% | -11.7% | -4.2% |
| 2024-04-09 | SILVER | bullish | +9.4% | +12.5% | +9.1% |
| 2024-04-09 | India Equities | bullish | +8.0% | +7.0% | -1.6% |
| 2024-04-09 | GOLD | bullish | +0.2% | +12.2% | +31.1% |
| 2023-09-27 | USTS | bullish | +6.6% | +4.9% | +11.0% |
| 2023-09-27 | OIL | bearish | +15.3% | +6.2% | +16.8% |
| 2023-09-27 | GOLD | bullish | +10.1% | +15.4% | +41.9% |
| 2023-07-18 | USD | bullish | +8.0% | +6.7% | +10.2% |
| 2023-07-18 | India Equities | bullish | +0.5% | +10.9% | +28.2% |
| 2023-07-18 | China Equities | owns | -3.1% | -17.9% | -1.8% |
| 2023-03-01 | India Equities | bullish | +6.6% | +12.1% | +30.7% |
| 2023-01-30 | China Equities | bullish | -11.8% | -4.9% | -29.7% |
| 2022-03-01 | USD | bullish | +4.4% | +11.7% | +9.4% |
| 2022-03-01 | GOLD | bullish | -5.8% | -10.9% | -6.0% |
| 2022-03-01 | European Equities | bearish | +1.2% | +12.2% | -2.4% |
| 2022-03-01 | BITCOIN | bullish | -28.6% | -56.0% | -46.8% |
View flips
Where the tracked view on a theme reversed between appearances — bullish to bearish or back. Dates are the episodes on each side of the turn.
China Equities — bearish2025-04-30 → bullish2025-11-07
China Equities — bullish2023-07-18 → bearish2024-09-14
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| India Equities | 7 | 7 bullish | 2025-11-07 | |
| China Equities | 6 | 3 bullish / 2 bearish / 1 neutral | 2025-11-07 | |
| GOLD | 5 | 5 bullish | 2025-12-23 | |
| TAIWAN EQUITIES | 3 | 2 bullish / 1 neutral | 2025-11-07 | |
| USD | 3 | 3 bullish | 2025-09-03 | |
| APL | 2 | 2 bullish | 2023-07-18 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-01-17
long China Equities / long India Equities / long KOREA EQUITIES / long TAIWAN EQUITIES
basket
Mark Mobius · video
Global portfolios over-weighted to the high-performing US market should rotate into Asia's four most attractive markets — China, India, Korea, and Taiwan — which offer superior growth potential at cheaper relative valuations
“if you look at international markets you got to look at China number one and then India, Korea, Taiwan”
90d -2.1% · 180d -8.2%
Why Mark Mobius Recommends China, India; Shuns Gold
2026-01-17
VIETNAM EQUITIES
bullish
Mark Mobius · video
Vietnam's government has been receptive to technology and export growth, and the country is absorbing manufacturing relocating out of China, making it a standout emerging market
“Vietnam comes to mind immediately.”
Why Mark Mobius Recommends China, India; Shuns Gold
2026-01-17
ADANI GROUP
bullish
Mark Mobius · video
Adani provides a dual play on India's domestic infrastructure buildout and global infrastructure investment, making it more than just a country bet
“when you invest in Adani you're not only investing in India but you're investing in infrastructure globally”
Why Mark Mobius Recommends China, India; Shuns Gold
Dollar proliferation globally and rising AI-driven demand will keep gold appreciating in USD terms, with a path to $5,000/oz; gold should be a mandatory portfolio allocation as a hedge against fiat debasement
“gold should be part of any portfolio — I hold 10% of my personal assets in gold”
90d -2.3% · 180d -7.0%
TSMC is the world's most sophisticated chip foundry doing the actual fabrication work for AI chips, making it an ideal peripheral-infrastructure play on the AI revolution regardless of which software names win
“it's a good idea to look at the peripheral companies that are serving the AI revolution”
90d +14.2% · 180d +58.1%
Infosys is a well-established listed Indian software company that will benefit as India grows as both a consumer and producer of AI technology, including chip-embedded software developed in India
“a company like Infosys is a very good company”
90d -28.4% · 180d -40.9%
Indian financial stocks are structurally opaque with non-performing loan risk, and the current wave of M&A signals distress rather than health, making them unattractive despite improved balance sheets
“these mergers and acquisitions is not necessarily a healthy development — it means some of these companies need help”
90d +5.5% · 180d -7.2%
2025-11-07
Big Tech
bearish
Mark Mobius · video
AI-related companies have accumulated excessive froth with trillions in infrastructure spending that cannot be justified by fundamentals, making a sharp correction inevitable
“when I look at a correction, I look at 30% down, 30 40%. Uh that will happen.”
90d +2.0% · 180d -14.4%
Expect 'Big Correction' in AI Space, Says Veteran Investor Mark Mobius
2025-11-07
India Equities
bullish
Mark Mobius · video
Indian software exporters like Tata and Infosys have proven global competitiveness and India must now extend this into hardware exports to sustain market growth
“India has been an incredible producer of software... now they have to get into exporting of hardware”
90d -1.5% · 180d -6.9%
Expect 'Big Correction' in AI Space, Says Veteran Investor Mark Mobius
Said again: 2025-12-23, 2026-01-17 (Mark Mobius)
2025-11-07
China Equities
bullish
Mark Mobius · video
CCP is shifting to a more open, US-friendly political stance and China is rapidly advancing up the technology ladder including chips and EVs, making Chinese equities attractive for re-rating
“the changes within the CCP is making a big shift, going to be much more open, which makes me more bullish on the Chinese market”
90d -3.3% · 180d -5.1%
Expect 'Big Correction' in AI Space, Says Veteran Investor Mark Mobius
Said again: 2026-01-17 (Mark Mobius)
BYD's EV technology is world-class and arguably superior to legacy luxury brands, reflecting China's broader technological advancement that investors should capture
“I got into a BYD and the BYD was better”
90d +3.1% · 180d +5.3%
Expect 'Big Correction' in AI Space, Says Veteran Investor Mark Mobius
2025-11-07
KOREA EQUITIES / KOREAN TECHNOLOGY
bullish
Mark Mobius · video
Korea ranks among the most attractive EM markets due to technology leadership and diversification into healthcare and cosmetics, and any AI-driven selloff represents a buying opportunity since AI adoption continues
“Korea ranks pretty high. So we're looking at a number of companies in Korea”
Expect 'Big Correction' in AI Space, Says Veteran Investor Mark Mobius
2025-11-07
Em Equities
bullish
Mark Mobius · video
US trade policy is redirecting manufacturing away from China toward Southeast Asian and other EM economies, boosting their export revenues and growth prospects
“many of these countries are going to be producing and exporting the things that China has been producing”
90d +8.8% · 180d +25.5%
Expect 'Big Correction' in AI Space, Says Veteran Investor Mark Mobius
2025-11-07
KOREAN EQUITIES / KOREA TECHNOLOGY
bullish
Mark Mobius · video
Korea ranks among the most attractive EM markets due to strength in technology, healthcare, and cosmetics, and any AI-driven selloff creates a buying opportunity despite short-term pain
“Korea is one of the most interesting of the markets right now for us”
Expect 'Big Correction' in AI Space, Says Veteran Investor Mark Mobius
2025-11-07
MALAYSIA EQUITIES / MALAYSIAN RINGGIT
bullish
Mark Mobius · video
Malaysia is a direct beneficiary of US-China trade diversion as manufacturing shifts to Southeast Asia, evidenced by a strengthening ringgit
“Malaysia looks good. You can notice that the Malaysian ringgit is getting stronger against the US dollar.”
Expect 'Big Correction' in AI Space, Says Veteran Investor Mark Mobius
2025-11-07
AI INFRASTRUCTURE STOCKS
bearish
Mark Mobius · video
AI valuations carry excessive froth with trillions spent on infrastructure that won't deliver proportional returns, making a 30-40% correction inevitable in the near term
“when I look at a correction, I look at 30% down, 30 40%”
Expect 'Big Correction' in AI Space, Says Veteran Investor Mark Mobius
2025-11-07
KOREAN EQUITIES
bullish
Mark Mobius · video
Korea's technology capabilities plus global strength in healthcare and cosmetics make it the second-most attractive EM market after Taiwan, and near-term AI selloff weakness is a buying opportunity rather than a structural problem
“Korea is one of the most interesting of the markets right now for us”
Expect 'Big Correction' in AI Space, Says Veteran Investor Mark Mobius
2025-11-07
TAIWAN EQUITIES
bullish
Mark Mobius · video
Taiwan will continue to benefit as a premier technology supplier in the US-China trade realignment, maintaining its lead position among EM markets
“Taiwan will continue to do very well”
Expect 'Big Correction' in AI Space, Says Veteran Investor Mark Mobius
2025-11-07
CHINESE TECHNOLOGY STOCKS
bullish
Mark Mobius · video
CCP political shift away from wolf-warrior stance combined with China's self-sufficiency drive in chips and demonstrated EV technology leadership creates a rerating catalyst over the next 1-2 years
“the changes within the CCP is making a big shift — a much friendlier orientation”
Expect 'Big Correction' in AI Space, Says Veteran Investor Mark Mobius
2025-11-07
MALAYSIA EQUITIES
bullish
Mark Mobius · video
Malaysia is a direct beneficiary of US trade policies redirecting manufacturing away from China, evidenced by a strengthening ringgit
“Malaysia looks good”
Expect 'Big Correction' in AI Space, Says Veteran Investor Mark Mobius
2025-09-03
long INDIAN EQUITIES / short CHINESE EQUITIES
pair
Mark Mobius · video
Traders rotating from India to China are chasing short-term relative performance; over any horizon beyond one year India outperforms China and that relationship will reassert once the tariff noise clears
“India's still outperforming the Chinese market... India will come back”
Mark Mobius: Trump’s Tariffs On India Will Have To Be Reversed | FII Selling To Come To An End |N18V
US tariff revenues plus DOGE-style spending cuts will shrink the deficit, supporting the dollar despite near-universal consensus for weakness
“From a longer term point of view, the dollar will get stronger”
90d +2.5% · 180d +2.8% · 1y +5.3%
Mark Mobius: Trump’s Tariffs On India Will Have To Be Reversed | FII Selling To Come To An End |N18V
Said again: 2025-11-07 (Mark Mobius)
2025-09-03
INDIAN EQUITIES ETFS
bullish
Mark Mobius · video
FII selling is nearing exhaustion, the US-India tariff standoff will resolve within weeks, and India's structural growth story (tech manufacturing, chip design, deregulation) remains intact, making the current dip a buying opportunity
“I think it's going to probably take about a month or so for things to reverse”
Mark Mobius: Trump’s Tariffs On India Will Have To Be Reversed | FII Selling To Come To An End |N18V
2025-08-04
India Equities
bullish
video
India's highly trade-restrictive, self-sufficient domestic market insulates consumer companies from US tariffs, and RBI cuts from 6% to 5.5% with further room to ease provide an additional demand catalyst
“consumer products, consumer companies of course will be very good”
90d +3.4% · 180d +1.5% · 1y -3.7%
Equity valuations are stretched globally and a correction is likely, while US Treasuries offer a safe 4-5% yield making cash the dominant hold until better entry points emerge
“cash is king right now and when there's a correction we'll be buying aggressively”
90d +1.7% · 180d +1.5% · 1y +1.2%
2025-08-04
JAPANESE EQUITIES
bullish
video
Japanese companies offer good earnings growth at very low PE ratios while the Bank of Japan is expected to keep rates near 0.5%, making the market attractively valued at a time Mobius is deploying cash
“in Japan there are great opportunities, companies that are having very good earnings, very low price earnings ratios, good growth”
2025-08-04
TAIWAN TECHNOLOGY SECTOR
bullish
video
US dependency on Taiwan's semiconductor and technology output creates structural immunity to tariff risk — Washington will not jeopardize critical technology supply chains regardless of trade tensions
“the US depends on Taiwan for a lot of technology — they're not going to kill the goose that lays the golden egg”
2025-08-04
BHARTIARTL
bullish
video
Bharti Airtel is a standout Indian telecom company benefiting from the country's large and self-sufficient domestic market while remaining largely insulated from tariff-driven headwinds
“Bharti Airtel comes to mind — these are companies that are doing very very well in the Indian market”
2025-08-04
INDIAN IT SECTOR (NIFTY IT)
bearish
video
Indian IT's competitive edge in low-cost services is eroding as AI and automation replace those workloads, and recent disappointing earnings confirm the sector is losing relative attractiveness versus India's consumer market
“yeah I think it is [weakening in attractiveness]”
Gold is a foundational store of value that every investor should hold as part of a diversified portfolio, recommended at ~10% allocation
“I think everyone should have physical gold”
90d +11.9% · 180d +34.8% · 1y +21.8%
2025-06-26
PLATINUM
bullish
video
Platinum shares gold's store-of-value properties and is currently a good investment on similar monetary/scarcity grounds
“platinum are very good investments similar to gold”
2025-06-26
INR (INDIAN RUPEE)
bullish
video
Accelerating foreign direct and portfolio investment flows into India as manufacturers diversify away from China will strengthen the rupee
“I believe the Indian rupee will get stronger going forward”
2025-06-26
VI
bullish
video
Despite weak 12-month price performance, Vodafone Idea is expected to deliver better results going forward as one of only three players in a large Indian telecom market
“going forward you'll see better performance in Vodafone”
2025-06-15
DEVELOPED-MARKET COMPANIES WITH SIGNIFICANT EMERGING-MARKET REVENUE OR SUPPLY CHAINS
bullish
Mark Mobius · video
Large-cap companies listed in accessible developed markets (e.g. US, Europe) that derive earnings or supply chains from emerging economies offer EM growth exposure without the restrictions of pure-EM mandates, since EM GDP grows at roughly double the…
“the US market has companies that are actually emerging market companies — where do Apple make their products? In emerging countries”
Mark Mobius: Change is coming and most companies are not prepared
2025-04-30
India Equities
bullish
Mark Mobius · video
India will absorb high-labor manufacturing shifting away from China and is likely to reach a favorable tariff agreement with the US, both of which are strong tailwinds for Indian equities
“India is still the story. India is doing very well”
90d -0.1% · 180d +2.1% · 1y -7.7%
Mark Mobius China outlook FULL interview 2025-APR-28 Monday
Said again: 2025-06-15 (Mark Mobius), 2025-06-26
2025-04-30
China Equities
bearish
Mark Mobius · video
The US is systematically targeting China in trade negotiations, other countries are being incentivized to reduce Chinese imports, and China's political structure makes meaningful concessions unlikely, leaving China in a structurally deteriorating trade…
“China is really going to be in trouble unless they're willing to come to the table and concede an awful lot”
90d -14.5% · 180d -23.1% · 1y -11.4%
Mark Mobius China outlook FULL interview 2025-APR-28 Monday
2025-04-30
LATIN AMERICA EQUITIES / MANUFACTURING THEME
bearish
Mark Mobius · video
Latin America has failed to open its markets or step up in manufacturing, with Brazil's closed economy being a key drag, limiting the region's ability to benefit from global trade realignment
“Latin America has not stepped to the plate in terms of manufacturing”
Mark Mobius China outlook FULL interview 2025-APR-28 Monday
2024-09-14
China Equities
bearish
video
Government intervention under the current leadership has destroyed the free enterprise environment, reducing company profitability and return on capital to the point where Chinese stocks fail Mobius's core screening criteria.
“even now when we do scans we don't find many stocks in China that meet our criteria”
90d -19.6% · 180d -42.8% · 1y -61.4%
2024-09-14
TAIWAN EQUITIES
bullish
video
Taiwan's free enterprise system produces companies with high return on capital and strong profitability, and current valuations offer bargains comparable to India's opportunity set.
“we find many Bargains in Taiwan, Taiwan is up there with India in terms of good companies profitable companies”
TSMC is a category-leading chip foundry benefiting from global secular demand growth in semiconductors, and sits in a free-enterprise jurisdiction with high returns.
“TSMC is one good example of that”
90d +19.2% · 180d +1.7% · 1y +55.9%
2024-09-14
SEMICONDUCTOR / CHIP DESIGN AND FOUNDRY STOCKS
bullish
video
Global demand for chips is accelerating and India is on a path to become a hardware and chip manufacturing leader, making chip designers and foundry operators the top portfolio sector priority.
“chips — companies involved in the software and design of chips — that would be one category”
2024-09-14
INDIAN AND GLOBAL SOFTWARE / IT SERVICES
bullish
video
Software is developing rapidly and enterprises worldwide need software services; Indian firms like Infosys and Tata are globally embedded and will capture disproportionate share of this spend.
“software is developing very rapidly and companies need software services and these software firms are doing very well”
2024-09-14
OILFIELD SERVICES / FRACKING EQUIPMENT COMPANIES
bullish
video
Companies servicing oil producers (equipment, fracking technology) capture technology-driven efficiency gains without being exposed to commodity price cycles that are beyond management's control.
“companies that do the servicing of oil wells, that provide the equipment — those companies could be quite interesting”
2024-09-14
Commodities Broad
bearish
video
Commodity companies' returns are hostage to global price cycles that management cannot influence, making them structurally inferior investments regardless of the commodity price environment.
“generally speaking we don't like Commodities or commodity companies because they are subject to the fluctuations of the global market”
90d -2.4% · 180d -5.5% · 1y -8.9%
2024-08-20
India Equities
bullish
Mark Mobius · video
Young population, rapid urbanization, digitization drive, and technology competition among states will sustain growth regardless of coalition politics
“the Indian market is going on only one place and that's up”
90d -5.9% · 180d -11.7% · 1y -4.2%
Wealth Wizard Episode 3: Mark Mobius
Said again: 2024-09-14
2024-08-20
INDIAN RAILROAD INFRASTRUCTURE STOCKS
bullish
Mark Mobius · video
India must accelerate infrastructure spending including railroads to support rapid urbanization and rising wealth, making rail-related names attractive
“it would be a good idea for people to look at the railroad related stocks”
Wealth Wizard Episode 3: Mark Mobius
2024-08-20
INDIAN POWER COMPANIES
bullish
Mark Mobius · video
India needs more and more power as its population grows wealthier, creating sustained demand that benefits power-sector companies
“India needs more and more power as people become more wealthy”
Wealth Wizard Episode 3: Mark Mobius
2024-08-20
INDIAN COMPANIES WITH GLOBAL OPERATIONS
bullish
Mark Mobius · video
English proficiency and cultural openness give Indian firms a structural edge in global expansion, making internationally-oriented Indian companies particularly attractive
“companies like that in India would be a good bet to look at”
Wealth Wizard Episode 3: Mark Mobius
2024-04-30
ASSET-RICH COMPANIES WITH PRICING POWER IN HYPERINFLATIONARY ECONOMIES
bullish
video
In hyperinflationary environments earnings figures are meaningless but hard assets retain dollar value and companies with pricing power can raise prices above the inflation rate, generating real returns
“companies with pricing power will be able to increase prices far beyond what the inflation rate is”
2024-04-30
EQUITIES
bullish
video
Companies can raise prices above the inflation rate and use technology to further augment earnings, making equities the necessary vehicle to escape currency debasement
“we must be invested in equities in order to escape inflation”
2024-04-30
TECHNOLOGY-ADOPTING COMPANIES IN EMERGING MARKETS
bullish
video
Companies deploying technology to improve operational efficiency and profitability are surging ahead of peers regardless of sector, making technology adoption the primary investment selection criterion
“companies surging ahead as a result of their use of technology — that's where we want to focus”
2024-04-09
India Equities
bullish
video
Indian small and midcap companies are under-researched and under-followed relative to large caps, creating an information-edge opportunity for investors willing to do the work
“the small and midcap companies are the ones to look at because they're oftenly ignored and they're not fully researched”
90d +8.0% · 180d +7.0% · 1y -1.6%
Said again: 2024-04-09, 2024-04-30, 2024-05-15, 2024-06-10 (Mark Mobius)
A new generation of global investors distrusts central banks and fiat currencies, driving structural demand for gold as a portfolio hedge against monetary debasement
“globally there's a new generation of investors who really don't trust the central banks”
90d +0.2% · 180d +12.2% · 1y +31.1%
Said again: 2024-04-09, 2024-05-15
Silver is outperforming gold as the same distrust of central banks and currencies drives commodity-hedging demand, and broad commodity sentiment lifts all metals
“silver is going to be already is outperforming gold”
90d +9.4% · 180d +12.5% · 1y +9.1%
Said again: 2024-04-09
2024-04-09
NICKEL
bullish
video
Growing EV adoption is structurally increasing demand for battery materials, making nickel an attractive commodity play on the electrification trend
“nickel might be interesting... mainly because of the battery... electric car battery consumption is increasing”
Said again: 2024-04-09
2024-04-09
INDIAN IT AND SOFTWARE EXPORTERS
bullish
video
Indian software companies that adopt AI will expand their export opportunities rather than be displaced by it, as AI becomes a productivity multiplier rather than a substitute for Indian software services
“there'll be actually more opportunities for the software Indian software companies to export their software”
Said again: 2024-04-09
2024-04-09
TATA GROUP
bullish
video
Tata's diversified leadership across high-growth Indian sectors including airlines and EVs positions it to capture rising domestic consumption and the EV adoption wave as India's middle class expands
“Tata will do very well simply because the demand in India is going to increase tremendously”
2024-04-09
OIL EXPLORATION COMPANIES
bullish
video
Companies deploying advanced technology to discover new oil reserves offer a more interesting risk-adjusted play on rising oil prices than commodity-exposed refiners or oil marketing companies
“we're more interested in oil companies that are exploring and are having the technology to discover new oil”
2024-04-09
OIL EXPLORATION COMPANIES (TECHNOLOGY-DRIVEN)
bullish
video
Exploration-focused oil companies deploying advanced discovery technology represent a more attractive investment than oil marketing companies given their growth optionality
“oil companies that are exploring and having the technology to discover new oil — that's one area we think is quite interesting”
Gold is a sound long-term store of value, with central banks globally—including Singapore and China—continuing to increase holdings, validating its reserve asset role.
“Gold has been a great investment from the long-term point of view”
90d +10.1% · 180d +15.4% · 1y +41.9%
Doesn't Make Sense To Reduce India Holdings; It Is The Place To Be For EM Investing: Mark Mobius
Showing the 60 most recent of 96 tracked stances.
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