Mobius Says Chip Stocks Are Top Bets Amid US, China Investments

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Mark Mobius, founding partner at Mobius Capital Partners, discusses Federal Reserve policy, his outlook for emerging markets and his investment strategy for the region. He speaks on Bloomberg Television.Source: Bloomberg

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By Abhishek Vishnoi, Yvonne Man, and Rishaad Salamat

March 9, 2023 at 5:15 AM UTC

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Veteran emerging-markets investor Mark Mobius said he is betting big on semiconductor shares as the US and China increase investments in the sector.

Chipmakers are “the number one category we have in our portfolio,” Mobius said in a Thursday interview on Bloomberg Television. The companies associated with the industry are going to do well as “both the US and China are putting enormous amounts of money in semiconductor research and production,” he added.