Mark Mobius, chairman of Mobius Emerging Opportunities Fund, asserts that while India is not immune to the risks posed by Donald Trump’s tariff policies, it is well-positioned to take over the supply chain from China. He emphasizes the need for India to swiftly reduce bureaucratic hurdles to attract international investment and facilitate exports. Mobius also warns that the market may experience increased volatility due to ongoing trade negotiations and indicates that China is facing significant economic challenges, compounded by geopolitical tensions and reliance on U.S. trade relations.
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