Mark Mobius, renowned investor, highlights US tech companies with strong ties to emerging markets like China and India as top investment opportunities for 2024. He emphasizes the growth potential fueled by technological advancements and increased productivity in these regions, despite concerns about a potential tech bubble.
Mark Mobius, a renowned investor, has raised concerns about a potential risk to the U.S. markets stemming from a decline in the M2 money supply. He believes this could lead to a decrease in capital available for discretionary spending, potentially impacting the ongoing economic expansion and bull market. However, he remains optimistic about certain tech sectors, particularly semiconductors, due to growing global demand and the rise of AI.
