The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 9 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Mobius exited most Chinese positions due to state-owned enterprise policies
“So that's the reason why we really exited most of the positions in China, but we're still looking at China. We think China still has great opportunities going forward.”
Mobius: China and Russia were historically his biggest winning markets
“China was a very, very big winner for us and Russia, by the way, we were invested in Russia and that did very well. Then only later that India started coming up and becoming important.”
Mobius: Templeton hired him in 1987 to launch $100M emerging markets fund
“87 is when John Templeton hired me to start the very first emerging markets fund. That was a hundred million dollars listed in New York, and I opened a small office in Hong Kong to begin the research.”
Mobius managed $60 billion in assets across emerging markets at peak
“At one point, I was running sixty billion dollars in emerging markets.”
Taiwan and India are Mobius's top two country asset allocations
“Taiwan and India would be the top two followed by Korea. And then Turkey, Brazil, South Africa, those were the countries.”
Mobius allocates 20% of his portfolio to India and 20% to Taiwan
“The largest portion, about equal to India, Taiwan.”
Mark Mobius allocates only 2% of his personal portfolio to startups
“Very small part. I would say only about two percent of the total. Very small. And that startups would be in startup funds. You know, it's companies funds that invest in startups.”