Moody’s Talks – The Big Picture

Investor Mark Mobius joins Atsi Sheth of Moody’s to take the temperature of emerging markets

Episode Summary

Long-time emerging markets investor Mark Mobius speaks with Atsi Sheth of Moody’s about the risks and opportunities in the current macroeconomic environment, effects of the strong dollar, and the outlook for cryptocurrencies as an asset class. This interview took place on the sidelines of Moody’s recent South Africa Risk Summit in Johannesburg, and also touches on Dr. Mobius’s views on investing in Africa and how he thinks increased digitalization of economies will play a large role in improving governance frameworks across the continent.

Episode Notes

Long-time emerging markets investor Mark Mobius speaks with Atsi Sheth of Moody’s about the risks and opportunities in the current macroeconomic environment, effects of the strong dollar, and the outlook for cryptocurrencies as an asset class. This interview took place on the sidelines of Moody’s recent South Africa Risk Summit in Johannesburg, and also touches on Dr. Mobius’s views on investing in Africa and how he thinks increased digitalization of economies will play a large role in improving governance frameworks across the continent.

Guests: Mark Mobius, Founder and Partner, Mobius Capital Partners LLP; Atsi Sheth, Managing Director –Credit Strategy & Research, Moody’s Investors Service.

Host: William Foster, Vice President –Sovereign Risk Group, Moody’s Investors Service.

To read more on this topic, visit The Big Picture  page on Moodys.com (some content only available to registered users or subscribers).