01:49:58
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•The Big Picture
Around the World in Emerging Markets
In this episode of The Big Picture, Jim Rogers, Mark Mobius, and Dr. Simon Ogus join Michael Nicoletos and Roger Hirst to talk emerging markets.
Featuring Michael Nicoletos, Jim Rogers, Mark Mobius, and Dr. Simon Ogus
May 22, 2020 • 109 minutes
In this episode of The Big Picture, Real Vision guides viewers on a journey of understanding through the present and future of emerging markets. Michael Nicoletos, co-founder and CIO of AppleTree Capital, speaks with Jim Rogers, chairman of Beeland Interests and famous emerging markets investor in Singapore. They talk about the next move for the dollar, which emerging markets he is currently investing in, and why he looks for disaster when he is deploying capital. Then, Real Vision’s own Roger Hirst speaks with Mark Mobius, partner at Mobius Capital Partners, in Germany. Mobius breaks down the importance of technology, travel, and other macroeconomic factors that impact emerging markets. He explains why he believes the recovery could be as fast as the meltdown. Nicoletos then speaks to Dr. Simon Ogus, founder and CEO of DSG Asia Limited. Dr. Ogus talks about the impact of COVID-19 on emerging markets through his view from Hong Kong. He relates the Asia-specific perspective on the impact of the virus on currencies, growing alternatives to Chinese manufacturing, and the future of globalism. Filmed May 11-15, 2020.
Show MoreThree views, one topic. In RV's latest monthly deep dive, we deliver a range of timely, actionable, and well-rounded perspectives on the subjects investors most need to know about. Join a member of Real Vision's editorial team on this in-the-weeds exploration of a wide range of topics, including global macro, crypto, and specific sectors. Available exclusively to Real Vision's Plus, Pro, and Blacklist members.
More EpisodesThree views, one topic. In RV's latest monthly deep dive, we deliver a range of timely, actionable, and well-rounded perspectives on the subjects investors most need to know about. Join a member of Real Vision's editorial team on this in-the-weeds exploration of a wide range of topics, including global macro, crypto, and specific sectors. Available exclusively to Real Vision's Plus, Pro, and Blacklist members.
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