Mark Mobius, Chairman of Mobius Emerging Opportunities Fund, shared his outlook for 2026, warning that the AI sector is in “bubble-like territory” while naming India as his top emerging market pick. He plans to raise his India allocation to 30%, with a focus on software and hardware companies, while steering clear of financials due to their opacity. Mobius also remains bullish on gold, seeing potential for prices to reach $5,000, and believes the rise of central bank digital currencies reinforces cryptocurrency’s permanent place in the financial system.
