Insiders and Outliers - MCP on Emerging Markets

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Mobius Capital Partners

7 episodes

7 months ago

In 'Insiders and Outliers - MCP on Emerging Markets' portfolio manager, Carlos von Hardenberg, shares his expert opinions and in-depth analysis on some of the most interesting and challenging topics shaping the future of emerging markets.

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Episodes (7/7)

Insiders and Outliers - MCP on Emerging Markets

On-The-Ground in Vietnam

In the sixth episode of Insiders and Outliers, Carlos Hardenberg, founder and portfolio manager of MCP, explains how on-the-ground research trips add an edge to MCP's investment process, and draws on his recent visit to Vietnam to unpack the country's rapid economic growth over the past few decades. He shares key insights into Vietnam's vibrant technology sector, its rapid digitisation, its emergence as a manufacturing hub, and the addition of a new high-conviction Vietnamese holding following the trip.

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11 months ago

24 minutes 7 seconds

Insiders and Outliers - MCP on Emerging Markets

Understanding Market Volatility

In the fifth episode of Insiders and Outliers, we dive into navigating market volatility in the wake of this August's spike. MCP’s portfolio manager and founder, Carlos Hardenberg, shares insights from his decades of experience investing through major crises including the Asian financial crisis, the dotcom bubble, and the global financial crisis. We explore how volatility can present opportunities in undervalued companies, and examine the effects of interest rates, geopolitical risks, and currency fluctuations on market instability.

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1 year ago

22 minutes 4 seconds

Insiders and Outliers - MCP on Emerging Markets

Gen AI, Beyond the Hype

In the fourth episode of ‘Insiders and Outliers’, Carlos Hardenberg, founder and portfolio manager of MCP, delves into the true potential of Gen-AI beyond the hype. Joined by a special AI co-host, Carlos explores how Gen-AI can deliver sustainable returns and make a meaningful impact on our lives. He underscores the critical role of emerging markets in the Gen-AI ecosystem and highlights various portfolio companies that are leveraging and benefiting from Gen-AI advancements, including MCP itself!

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1 year ago

28 minutes 55 seconds

Insiders and Outliers - MCP on Emerging Markets

The Emerging Markets Consumer

In the third episode of 'Insiders and Outliers', Carlos Hardenberg, Founder and Portfolio Manager of MCP, provides insights into the transformation of the emerging market consumer during his two decades of investing in emerging markets. He discusses the rise of e-commerce, changing consumer behaviour, the latest trends and opportunities for investors. Household incomes in selected countries have quadrupled over the past two decades, pointing to profound socio-economic changes and sustained GDP growth outpacing developed markets.

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1 year ago

23 minutes 16 seconds

Insiders and Outliers - MCP on Emerging Markets

Decoding the Semiconductor Industry

In the second episode of Insiders and Outliers - MCP on Emerging Markets founder and portfolio manager, Carlos Hardenberg, shares his insights into the semiconductor industry, set to be a $1 trillion market by 2030. Join us as we explore both Carlos' history and current approach to investing, as well as his management of geopolitical risks in the semiconductor industry. We also discuss Asia's ongoing leadership in the industry and the expanding range of semiconductor end markets.

Important Information:
The information and opinions expressed in this podcast constitute marketing material and are not the result of independent financial/investment research. The podcast is intended for informational purposes only and does not constitute an offer, a recommendation, or an invitation by, or on behalf of Mobius Capital Partners to make any investments. Past performance and/ or forecasts of any investment are not indicative of future results. The value of any investment and any income generated from it is not guaranteed and can fall as well as rise. For more information go to: https://www.mobiuscapitalpartners.com/podcast-policy

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1 year ago

21 minutes 33 seconds

Insiders and Outliers - MCP on Emerging Markets

Taiwan after the Elections

We are delighted to introduce our investors to our new podcast called Insiders and Outliers - MCP on Emerging Markets. Monthly episodes will provide insights into our portfolio manager Carlos Hardenberg's opinions on important matters across emerging markets. In our very first episode we discuss Taiwan's recent election which took place on the 13th January 2024. For some interesting background into Taiwan's political situation listen to our episode Taiwan - A Very Brief Overview. We hope you enjoy the episode and see you again next month!

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1 year ago

20 minutes 28 seconds

Insiders and Outliers - MCP on Emerging Markets

Taiwan - A Very Brief Overview

Listen to this episode to learn how Taiwan's recent history has influenced its current position on the world stage then refer back to Episode 1 - Taiwan after the Elections for our discussion with Carlos Hardenberg.

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1 year ago

3 minutes 22 seconds