Buy Big Tech firms with exposure to emerging markets, says veteran investor Mark Mobius

U.S. tech companies with a focus on emerging markets offer the best investment opportunities for the coming year, according to veteran emerging markets investor Mark Mobius.

"The U.S market will continue to do well. As you know, tech has already done well. So, what I would do is focus on companies and industries that are taking advantage of technology to improve productivity," the chairman of the Mobius Emerging Opportunities Fund said in an interview with CNBC last week.

U.S.-based companies geared toward China and India, as well as other major emerging market economies, are well positioned, he added. "I focus on those companies that are global in their scope, and producing and exporting and selling in these countries, because that's where the growth will be."

Investors should also consider firms taking advantage of what Mobius calls "accelerated information," such as chip manufacturers.

"I call AI accelerated information because there's nothing artificial about AI and it's not intelligent. But it's getting more information faster and being able to analyze that information much more effectively," he said.

His comments come as emerging markets that produce semiconductors enjoy an economic boom, with Taiwan — which makes most of the advanced chips in circulation — a particular success story.

ASEAN countries in Southeast Asia are also enjoying increased foreign investment. Malaysia's focus on chip production, for instance, has seen it become deeply embedded into the global supply chain.

Speaking with CNBC at the October IMF annual meetings in Washington, D.C., Malaysia's central bank governor Abdul Rasheed Ghaffour said the country exports 7% of the world's semiconductors.

Mobius says there's "no question" that a tech bubble is on