On 16 June 2026, MCP Emerging Markets hosted a Zoom webinar where founding partner Carlos Hardenberg provided an update on the Mobius Investment Trust (MMIT) and the Mobius Emerging Markets Fund (MEMF), including portfolio performance, current positioning, and the investment opportunities we are seeing across emerging and frontier markets.
The discussion covered key themes including AI-driven technology demand, opportunities in India following recent market weakness, developments in South Korea and Taiwan, and select opportunities in frontier markets. Carlos hosted the webinar from Ho Chi Minh City during a research trip to Vietnam, providing firsthand insights into the country’s rapidly evolving economic and investment landscape.
The video below is a replay of the webinar.
Please email Anna von Hahn at anna@mcp-em.com should you have any questions or would like further information.
For professional investors only. Capital at risk.
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