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Moody’s Talks – The Big Picture

Episode 4
November 3, 2022

Taking the temperature of emerging markets amid economic tumult

Long-time emerging markets investor Mark Mobius speaks with Atsi Sheth of Moody’s about the risks and opportunities in the current macroeconomic environment, effects of the strong dollar, and the outlook for cryptocurrencies as an asset class. This interview took place on the sidelines of Moody’s recent South Africa Risk Summit in Johannesburg, and also touches on Dr. Mobius’s views on investing in Africa and how he thinks increased digitalization of economies will play a large role in improving governance frameworks across the continent.

Guests: Mark Mobius, Founder and Partner, Mobius Capital Partners LLP; Atsi Sheth, Managing Director –Credit Strategy & Research, Moody’s Investors Service.

Host: William Foster, Vice President –Sovereign Risk Group, Moody’s Investors Service.

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