现金为王！“新兴市场教父”Mark Mobius的基金仓位低于5%了

Group 1 - The core viewpoint is that in the context of increasing global economic uncertainty, seasoned emerging market investor Mark Mobius has decided to keep a significant portion of his funds in cash, waiting for market conditions to improve [1] - Mobius currently holds 95% of his funds in cash and anticipates that market uncertainty will persist for about six months, indicating a cautious approach to investment [1] - Despite potential opportunities in some emerging markets, Mobius emphasizes the need to wait for uncertainty to diminish before making investment decisions [1] Group 2 - In the next three to four months, Mobius plans to gradually deploy his cash reserves, as he believes that investors will only be able to assess market opportunities after trade negotiations conclude [2] - According to a recent Bank of America survey, investor sentiment regarding the economic outlook is the most negative it has been in the past thirty years, leading many Wall Street fund managers to invest in defensive sectors [2] - Mobius remains optimistic about stock markets in other countries, particularly India, which he believes will benefit from the acceleration of global supply chain restructuring [2]