If the US stimulus package is $1.9 trillion, Mobius is more optimistic about Taiwan's semiconductors

Well-known investor Mobius, known as the "Godfather of Emerging Markets," said that if the United States does promote another extensive infrastructure plan in addition to the $1.9 trillion stimulus package, it will benefit emerging markets such as China, India and Mexico. He also said that he currently favors Taiwan's semiconductor and technology stocks.

In an exclusive interview with Bloomberg TV on the 9th, Mobius, founder of Mobius Capital Partners, said: "Emerging markets will benefit", "More funds will flow into the market, and the new crown epidemic will gradually subside. This is a double positive."

Markets are currently expecting that an infrastructure plan will be passed in some form in the U.S., which would provide support over the next few years.

Mobius said he currently favors semiconductor and technology stocks in Taiwan, and is also bullish on South Korea and India. He also said there is "no real alternative" to Chinese stocks, even though some assets, including technology stocks, are under pressure.