MCP Content

Author: mcpadmin

  • Webinar: Die nächste Asien-Dekade?

    Asiatische Aktien haben im vergangenen Jahr eine beeindruckende Performance hingelegt. Getragen wurde diese vor allem von den Halbleitergrößen aus Taiwan und Südkorea. Sie sind zur unverzichtbaren Hardware-Basis der globalen KI-Investitionswelle geworden. Auch Japan konnte davon profitieren, Indien rückt nach einer längeren Korrekturphase wieder ins Blickfeld, während China zwischen strukturellen Belastungen und punktuellen Tech-Erfolgen pendelt.

    Nachdem sich die Aufmerksamkeit auf wenige Schwergewichte konzentrierte, stellt sich die Frage, wie tiefgreifend das Technologiethema in der Region tatsächlich ist und welche Rolle Asien angesichts seines wirtschaftlichen und demografischen Gewichts in einem global aufgestellten Portfolio künftig spielen wird. Wie weit kann die Rally noch tragen, und wo in der Region liegt nach dem starken Jahr noch echtes Aufwärtspotenzial?

    Sehen Sie sich nachfolgend über den folgenden Link die Aufzeichnung dieses Webinars mit unserem Portfoliomanager Carlos Hardenberg an.

    https://diefondsplattform.de/mediathek/detail/m/die-naechste-asien-dekade

  • “We are looking for innovative companies in emerging markets.”

    On 13 July 2026, Alexander Trentin of Finanz und Wirtschaft (FuW) interviewed Carlos von Hardenberg about emerging markets and the investment opportunities he is currently seeing across the asset class.

    Read the full article here.

  • MCP Webinar Update Recording

    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.

  • Insights from India Webinar Recording

    On 9 June 2026, MCP Emerging Markets hosted a Zoom webinar where founding partner Carlos Hardenberg and investment analyst Swati Mehta discussed the current investment landscape and opportunity set in India, drawing on insights from the team’s recent research trip to the country.

    Carlos shared on-the-ground observations from meetings with company management teams, industry participants and local market experts, as well as outlining two current Indian portfolio companies, Groww and Aditya Infotech.

    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.

  • Carlos Hardenberg on Killik and Co’s Investor Insights Podcast

    Carlos Hardenberg features on a full episode of Killik and Co’s Investor Insights Podcast with Gordon Smith. Carlos reflects on MCP’s differentiated investment approach and the evolving opportunity set in emerging markets, highlighting how structural shifts, particularly in AI and market leadership, are creating new winners. He discusses the resilience of EM despite geopolitical risks, including Iran, shares insights from a recent research trip to India, and emphasises the importance of active stock selection and corporate engagement. The conversation also covers where MCP is finding high-conviction opportunities today, alongside a balanced view on risks and portfolio positioning.

    Listen to the full episode on Spotify or YouTube.

  • “India is Comparable to China 25 Years Ago With the Same Investment Opportunities”

    In a recent interview with Das Investment, Carlos Hardenberg shares his perspective on why resilience across emerging markets continues to strengthen, driven by deeper global integration and sustained investment in innovation and R&D.

    He highlights the importance of focusing on high-quality, often overlooked companies that are globally competitive and benefiting from structural trends such as AI infrastructure growth. He also discusses the key drivers behind recent fund performance, particularly mid-sized technology companies experiencing strong demand and order momentum.

    Carlos further outlines why he remains constructive on India despite elevated valuations, pointing to robust economic growth, improving talent dynamics, and expanding capital markets. In contrast, he takes a more cautious stance on China due to governance and shareholder alignment considerations, favouring indirect exposure through companies operating there.

    Read the full article here on Das Investment 

  • Das Mobius-Erbe – Carlos von Hardenberg über einen Ausnahme-Investor

    Carlos von Hardenberg kommt zu Drescher & Cie und erinnert sich zusammen mit uns anlässlich des Todes des großen Schwellenländer-Fondsmanagers Dr. Mark Mobius an den Menschen, die Persönlichkeit, den Investor und sein Vermächtnis für die Nachwelt. Aus unserer Sicht ein gleichermaßen einfühlsames wie lehrreiches Gespräch für Anleger.

    Anhören auf Apple Podcasts, Spotify, und Amazon Music.

  • We are Deeply Saddened to Learn of the Passing of Mark Mobius

    We are Deeply Saddened to Learn of the Passing of Mark Mobius

    We are deeply saddened to learn of the passing of Mark Mobius.

    Mark was not only one of the founders of MCP, but also a cherished mentor, partner, and source of inspiration to all of us. His influence on the emerging markets investment landscape was extraordinary, and his vision helped shape both our firm and the industry more broadly.

    Until his retirement from the company in 2023, he remained a guiding presence and a passionate ambassador for MCP. His wisdom, energy, and generosity left a profound and lasting impression on everyone who had the privilege of working with him.

    We will remember Mark not only for his remarkable achievements, but also for his character, his guidance, and the enduring impact he had on our lives. He will be greatly missed, and we hold his memory with deep respect and gratitude.

  • Carlos Hardenberg on the Money Makers Podcast

    Carlos Hardenberg joins Jonathan Davis, host of the Money Makers Podcast and editor of the Investment Trusts Handbook (winner of the AIC Best Broadcast Journalist You Award 2024 and 2025), to discuss – amongst other things – the ongoing impact of the Iran War on financial markets and the investment trusts sector.

    You can listen to the episode on Apple Podcasts, Spotify, Amazon Music and Soundcloud.

  • MCP Update Webinar

    On 10 March 2026, MCP Emerging Markets hosted a Zoom webinar where founding partner Carlos Hardenberg and investment analyst Swati Mehta provided an update on the strategy, performance and portfolio of the Mobius Emerging Markets Fund (MEMF) and the Mobius Investment Trust (MMIT), as well as providing an in-depth review of their insights from a recent research trip to India.

    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.