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Mark Mobius – the Indiana Jones of Emerging Markets

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Today’s guest is definitely in the ‘Legends League’. Learning at the feet of Sir John Templeton, Mark Mobius has both the skill and the humility of his mentor. In this fascinating interview where he joins us from Munich, Mark talks about what characterises a country as a frontier or an emerging market, which countries he has already invested in and which are on his radar. Mark and his team take a literal approach to active investing, travelling to the country to meet the management teams of the companies they invest in and helping them add value with better corporate governance. He sees most opportunities in Africa, Asia and Latin America with the biggest payback coming from those that have been ‘bombed out’ the most. Mobius had a keen interest in ESG (environmental, social and governance) long before it became politically correct, and now uses this as a key selection criteria before investing. If they don’t want help with ESG, they won’t be added to the portfolio. Mark sees the 2020s as a decade for stockpickers rather than passive index trackers, and that a key improvement would be for individual investors to access the private equity markets where much value is created outside of public markets. And, in case you were wondering, that’s a lightshade above Mark’s head, not a halo! Money and Me is one of the main platforms for speaker, author and investor Graham Rowan. Until lock down, the series was shown on Sky TV in the UK and focused on the financial life story of each high profile guest. Since the coronavirus pandemic, Graham has focused his guests on the business, financial, investment impact of Covid19. Guests in this series have included: Fund Managers Justin Urquhart Stewart Tim Price Lord Stanley Fink Sir John Redwood Entrepreneurs Jonathan Jay James Sinclair The Marquess of Bristol Luke Lang Writers Claer Barrett Dominic Frisby John Stepek Coaches Nicole Bremner Dan Bradbury Siam Kidd John Howard Celebrities John Inverdale James Max Aidan Meller Many of these interviews feature in Graham’s third book, Money and Me. While everyone is welcome to be informed and educated by the vast amount of free content that he provides, Graham primarily serves the one per cent who have taken control of their financial future and are looking at investments to further grow their wealth or strategies to protect their wealth. He helps them find interesting investments through Elite Investor Club which you can join at http://www.eliteinvestorclub.com/apply He helps them acquire high end homes in low tax countries such as Monaco, Gibraltar and Montenegro through his Opulent Homes organisation which you can see at http://www.opulent.homes and http://www.monacoestate.com Graham also helps people acquire passion investments such as fine art and the latest AI driven robotic art at http://www.opulent.art and to fuel their inner petrolhead through his platform at http://www.supercarsmonaco.com