{"id":42369,"date":"2024-11-29T17:33:51","date_gmt":"2024-11-29T17:33:51","guid":{"rendered":"https:\/\/crowdfundjunction.com\/blog\/mark-mobius-2025-investment-advice-buy-us-tech-cos-focussed-on-emerging-markets\/"},"modified":"2024-11-29T17:33:51","modified_gmt":"2024-11-29T17:33:51","slug":"mark-mobius-2025-investment-advice-buy-us-tech-cos-focussed-on-emerging-markets","status":"publish","type":"post","link":"https:\/\/crowdfundjunction.com\/blog\/mark-mobius-2025-investment-advice-buy-us-tech-cos-focussed-on-emerging-markets\/","title":{"rendered":"Mark Mobius\u2019 2025 investment advice: buy US tech cos focussed on emerging markets"},"content":{"rendered":"

(Originally posted on : Invezz )<\/b>
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Veteran emerging markets investor Mark Mobius has highlighted US tech companies with a focus on emerging economies as the best investment opportunities for the coming year. <\/p>\n

According to Mobius, firms leveraging technology to boost productivity, particularly in high-growth markets like China, India, and Southeast Asia, are well-positioned for sustained success.<\/p>\n

\u201cThe US market will continue to do well. As you know, tech has already done well. So, what I would do is focus on companies and industries that are taking advantage of technology to improve productivity,\u201d the chairman of the Mobius Emerging Opportunities Fund said in an interview with CNBC last week<\/a>.<\/p>\n

\u201cI focus on companies that are global in scope, producing and selling in these countries because that\u2019s where the growth will be,” he added. <\/p>\n

Mobius also stressed the importance of investing in firms benefiting from advancements in artificial intelligence. <\/p>\n

He coined the term \u201caccelerated information\u201d to describe the transformative power of AI-driven technology, emphasizing its ability to process and analyze data more efficiently than ever before.<\/p>\n

Semiconductor boom fuels emerging economies<\/h2>\n

Mobius\u2019 optimism aligns with an ongoing semiconductor boom in several emerging markets. <\/p>\n

Taiwan remains a global leader, producing the majority of the world\u2019s advanced chips. <\/p>\n

Similarly, ASEAN countries like Malaysia are becoming increasingly integral to the global semiconductor supply chain.<\/p>\n

Malaysia, for instance, now accounts for 7% of global semiconductor exports. <\/p>\n

The country\u2019s focus on chip production has bolstered its economy, attracting foreign investment and enhancing its role in the global tech ecosystem.<\/p>\n

Big Tech valuations raise questions but spark confidence<\/h2>\n

Mobius acknowledged concerns about the high valuations of the “Magnificent Seven” \u2014 Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla. <\/p>\n

These companies have seen their stock prices surge, with Nvidia\u2019s shares rising by over 170% in 2024 alone. <\/p>\n

While some analysts worry that this growth might signal the onset of a tech bubble, Mobius remains unfazed.<\/p>\n

\u201cYou must remember that you can\u2019t just look at the price-to-earnings ratio, which is the normal measure that people use to evaluate whether an industry or a stock is too expensive, because the growth rate of these companies is so great,\u201d he said.<\/p>\n

Nvidia\u2019s success, driven by the launch of its new Blackwell AI chip, exemplifies how Big Tech continues to lead in innovation and market performance.<\/p>\n

New opportunities on the horizon<\/h2>\n

Looking ahead, Mobius is optimistic not only about the established tech giants but also about emerging players in the sector. <\/p>\n

\u201cThere are always new companies entering the picture,\u201d he said, pointing to the dynamic nature of technology and its impact on global markets. <\/p>\n

For investors, the fusion of US tech expertise with emerging market growth presents a compelling opportunity for 2025 and beyond.<\/p>\n

The post Mark Mobius’ 2025 investment advice: buy US tech cos focussed on emerging markets<\/a> appeared first on Invezz<\/a><\/p>\n

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(Originally posted on : Invezz ) Veteran emerging markets investor Mark Mobius has highlighted US tech companies with a focus on emerging economies as the best investment opportunities for the coming year. According to Mobius, firms leveraging technology to boost productivity, particularly in high-growth markets like China, India, and Southeast Asia, are well-positioned for sustained […]<\/p>\n","protected":false},"author":3947362359,"featured_media":42370,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0},"categories":[38],"tags":[],"_links":{"self":[{"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/posts\/42369"}],"collection":[{"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/users\/3947362359"}],"replies":[{"embeddable":true,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/comments?post=42369"}],"version-history":[{"count":0,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/posts\/42369\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/media\/42370"}],"wp:attachment":[{"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/media?parent=42369"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/categories?post=42369"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/tags?post=42369"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}