Investment Adventures in Emerging Markets

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Perspective

New Directions: A Note from Stephen Dover

"We have a long history of investing in emerging markets. I’m confident a new generation of leaders will carry on the rich legacy Mark Mobius and the late Sir John Templeton pioneered." - Stephen Dover, head of equities, Franklin Templeton Investments

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Perspective

The Next Chapter

“I think what’s kept me young at heart is probably the interest that I have in almost everything. I have a very deep interest in so many areas of life. I like to keep studying and learning, I keep my brain active as well as my body. I also try to have a positive attitude towards life—that’s very, very important.” - Mark Mobius

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History

Emerging Markets Through the Years

"I’ve seen some amazing transformations taking place in emerging markets first-hand through my travels—including transformation in travel itself! These markets continue to evolve and present new opportunities for investors and tourists alike." - Mark Mobius

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Guest Bloggers

Emerging Markets Fourth-Quarter Recap and Outlook: 2017 Ends with a Bang

Emerging markets did well in 2017, and we expect the asset class to remain on an upward trend in 2018 against a favorable backdrop of robust economic growth, increased asset inflows, solid foreign reserves, strong current accounts and stable local currencies.” - Stephen Dover, Templeton Emerging Markets Group

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Guest Bloggers

Emerging Market 2018 Outlook

"We are very excited about frontier markets around the world, not only in Africa but also in Asia and Latin America. We view these markets as offering the opportunities of tomorrow, ideally for longer-term investors with a time horizon of over five years.” - Chetan Sehgal and Carlos Hardenberg, Templeton Emerging Markets Group

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Perspective

Back to Brazil

"Brazil has only recently emerged from a prolonged recession and its challenges, including corruption scandals within the government and corporations, are certainly well known. However, Brazil’s economy is large and holds many potential opportunities for investors amid a backdrop of improving fundamentals.” - Mark Mobius

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Perspective

China Clears Way for More Foreign Participation

"It appears China’s leadership continues to pursue key reforms, and not only in the area of finance. We welcome its efforts to further liberalize all areas of the economy and market." - Mark Mobius

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History

Finding My Roots in Germany, and a Piece of Musical History

"While emerging markets have been my area of focus for several decades, I also travel extensively to developed countries, too. It’s quite enlightening to see how once 'emerging' countries still cherish their heritage. On my most recent trip to Europe, I decided to take some time off to visit my father’s hometown of Erlbach near Dresden, Germany." - Mark Mobius

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Guest Bloggers

Eastern Europe and the Polish Surprise

"Emerging Europe is a quite broad and diversified region. We think there are a variety of excellent investment opportunities there, but only if companies and country exposures are carefully selected. This has been quite evident this year when you look at the performance of equity markets across the region.” - Greg Konieczny, Templeton Emerging Markets Group

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Guest Bloggers

Structural Growth Drivers Behind Emerging-Market Economies

“Emerging markets are no longer one-dimensional. We are seeing the cultivation of a new generation of innovative companies located in emerging markets—diversifying emerging-market economies and the opportunities for investors.” - Carlos Hardenberg, executive vice president and managing director, Templeton Emerging Markets Group

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History

Croatia’s Many Cultural Ties

"Unique things and good taste have not gone out of style in Croatia. It isn’t surprising that travel and tourism are a big part of Croatia’s economy, given its beautiful beaches, great food and mild weather.”- Mark Mobius

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Perspective

Emerging Markets Third-Quarter Recap: A Stellar Rally

“Overall, we believe the investment case for emerging markets continues to center around demographics, a rising middle class and domestic consumption. The most striking development recently, though, is the dramatic transformation of many emerging-market companies that used to depend on ‘old-economy’ models.” – Mark Mobius