China’s Data Can’t Be Trusted… India Is the Future: Mark Mobius | The Global Reset | CNBC TV18 Prime

Описание: On this episode of The Global Reset on CNBC-TV18 Prime, legendary emerging markets investor Mark Mobius joins Prashant Nair for an unfiltered conversation on the big shifts in global capital.

Mobius makes a bold call — India is on track to overtake China as the world’s next economic powerhouse. He explains why 70% of his new fund is still in cash, waiting for approvals to deploy in India, and why he believes China’s official data — including population and GDP — can no longer be taken at face value.

From U.S. reindustrialization and AI-led manufacturing to tariff wars, global supply chains, and India's growing strategic importance — Mobius breaks down what’s really driving markets.

Top 10 Insights from Mark Mobius on The Global Reset

1. India is the Future Powerhouse
Mobius says India is on track to overtake China as the world’s second-largest economy — citing demographics, reform momentum, and capital confidence.

2. China’s Numbers Are Not to Be Trusted
He casts serious doubt on China’s official GDP and population data, suggesting the real population may be under 1 billion and growth far overstated.

3. 70% of His New Fund Is in Cash — Waiting for India
Regulatory approvals are pending, but once cleared, Mobius plans to deploy a large portion of his fund directly into Indian markets.

4. US Deficits May Shrink — Not Explode
Contrary to market fears, Mobius believes tax cuts, tariffs, and industrial revival will increase U.S. government revenues and eventually reduce deficits.

5. A Stronger Dollar Ahead
He predicts the U.S. dollar will strengthen in the medium term as the economy rebounds and global confidence in the greenback returns.

6. Trump’s Push Is All About Jobs
Mobius says the core of Trump’s policy is reviving American manufacturing — not just GDP growth — by bringing factories back and reducing China dependence.

7. Robots & AI Will Drive U.S. Industrial Comeback
He argues automation and AI make it feasible for manufacturing to return to the U.S., countering the low-wage advantage of other countries.

8. Apple Can’t Fully Onshore — Yet
While political pressure is mounting, Mobius explains why Apple’s global supply chain can't be fully replicated in the U.S., at least not immediately.

9. China’s WTO Entry Was a Strategic Error
Mobius believes America was “naive” in allowing China into the WTO, expecting democratization — but instead enabling the hollowing out of its own industrial base.

10. India Stands to Gain from Global Realignment
As the world de-risks from China, India is a natural beneficiary — with its scale, stability, and growing policy credibility making it the top investment destination.

#globalreset #markmobius #indiagrowthstory #indiavschina #indiaglobalpowerhouse #trumptradetariffs #trumptariffpolicy #usdollartrajectory #trumpjobpush #usindustrialrevival #artificialintelligence #robots #apple #chinawtoentry #globalrealignment #indiamarketoutlook #cnbctv18 #cnbctv18digital

n180c_business