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Mark Mobius REVEALS His Favorite Global Markets for 2025-2026
In this episode of the MoneyShow MoneyMasters Podcast, emerging markets legend Dr. Mark Mobius shares his outlook on global markets, from Asia’s top growth engines to Latin America’s reform stories.
Mobius explains why China is outperforming India, how Japan’s corporate reforms are creating new opportunities, and why Taiwan and Vietnam remain hotspots for tech and manufacturing. He also highlights the role of Brazil and Argentina in the next wave of growth, and why he favors defense ETFs, technology stocks, and gold over crypto.
Plus, he lays out his views on the US dollar, Fed policy, and Trump’s potential impact on global markets, while addressing geopolitical risks in Europe and Taiwan. Finally, Mobius reveals why stop-loss discipline is essential after the big run in global equities. You won’t want to miss which global markets are Mobius’ favorites for 2025-2026 – and why.
CHAPTERS:
00:00 — Introduction & Global Outlook
01:10 — China vs. India Performance Gap
03:15 — Japan’s Corporate Reform Tailwinds
05:00 — Taiwan and Vietnam as Growth Hotspots
07:30 — Latin America: Opportunities in Brazil and Argentina
10:05 — Defense and Tech ETFs for 2026
12:20 — Gold vs. Crypto for Investors
15:00 — The US Dollar, Fed Policy, and Trump Effect
18:10 — Geopolitical Risks: Europe and Taiwan
21:00 — Stop-Loss Discipline After the Rally
23:00 — Closing Thoughts
If you enjoyed this episode of the MoneyShow MoneyMasters Podcast, don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!
📅 Join us for the 2025 MoneyShow/TradersEXPO Orlando (Oct. 16-18)!
Register here: https://orlando.moneyshow.com/?scode=061246
For more episodes of the MoneyShow MoneyMasters Podcast, visit our podcast page: https://www.youtube.com/@MoneyShow/podcasts
Podcast: https://open.spotify.com/show/1lNJp1Wo2DI8hkZe7I4gY2
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By MoneyShowIn this episode of the MoneyShow MoneyMasters Podcast, emerging markets legend Dr. Mark Mobius shares his outlook on global markets, from Asia’s top growth engines to Latin America’s reform stories.
Mobius explains why China is outperforming India, how Japan’s corporate reforms are creating new opportunities, and why Taiwan and Vietnam remain hotspots for tech and manufacturing. He also highlights the role of Brazil and Argentina in the next wave of growth, and why he favors defense ETFs, technology stocks, and gold over crypto.
Plus, he lays out his views on the US dollar, Fed policy, and Trump’s potential impact on global markets, while addressing geopolitical risks in Europe and Taiwan. Finally, Mobius reveals why stop-loss discipline is essential after the big run in global equities. You won’t want to miss which global markets are Mobius’ favorites for 2025-2026 – and why.
CHAPTERS:
00:00 — Introduction & Global Outlook
01:10 — China vs. India Performance Gap
03:15 — Japan’s Corporate Reform Tailwinds
05:00 — Taiwan and Vietnam as Growth Hotspots
07:30 — Latin America: Opportunities in Brazil and Argentina
10:05 — Defense and Tech ETFs for 2026
12:20 — Gold vs. Crypto for Investors
15:00 — The US Dollar, Fed Policy, and Trump Effect
18:10 — Geopolitical Risks: Europe and Taiwan
21:00 — Stop-Loss Discipline After the Rally
23:00 — Closing Thoughts
If you enjoyed this episode of the MoneyShow MoneyMasters Podcast, don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!
📅 Join us for the 2025 MoneyShow/TradersEXPO Orlando (Oct. 16-18)!
Register here: https://orlando.moneyshow.com/?scode=061246
For more episodes of the MoneyShow MoneyMasters Podcast, visit our podcast page: https://www.youtube.com/@MoneyShow/podcasts
Podcast: https://open.spotify.com/show/1lNJp1Wo2DI8hkZe7I4gY2
Facebook: https://www.facebook.com/OfficialMoneyShow/
Instagram: https://www.instagram.com/moneyshow/#
TikTok: https://www.tiktok.com/@officialmoneyshow?lang=en
X (Twitter): https://x.com/moneyshow
LinkedIn: https://www.linkedin.com/company/moneyshow/