Mark Mobius REVEALS His Favorite Global Markets for 2025-2026

2025-09-25

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...

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