India Emerges Strong as China Struggles — Mark Mobius Flags Market Risks Amid Trump’s Trade Talk
New York, April 22, 2025
Renowned global investor Mark Mobius has raised fresh concerns about rising market instability, saying India is emerging as a strong performer while China faces mounting pressure—especially with Donald Trump reigniting tough trade talk on the campaign trail.
Mobius, co-founder of Mobius Capital Partners and a key voice on emerging markets, noted that recent signals from Trump regarding potential tariffs on Chinese imports could worsen China’s already fragile economic state. The investor warned that such rhetoric could inject more uncertainty into global markets in the months ahead.
“India’s fundamentals are holding up well — from policy reform to internal consumption. It’s a market with real momentum,” Mobius explained. “China, by contrast, is facing multiple stress points. Real estate, youth joblessness, and external trade threats are compounding its slowdown.”
He emphasized that while global markets could experience turbulence, India’s economic model — driven by domestic demand and technology — gives it an edge in navigating volatility. Mobius urged investors to watch for sharper reactions in emerging market equities as the U.S. election season unfolds.
The remarks come at a time when Indian indices continue to show strength, boosted by industrial growth, steady FDI inflows, and robust tech sector expansion. Meanwhile, confidence in China has been rattled by persistent property sector woes and a challenging regulatory climate.
Mobius’s outlook reflects a broader shift in investor sentiment, where India is increasingly viewed as a favorable alternative to China for long-term growth.
