mark mobius blog Archives - Investment Adventures in Emerging Markets

Perspective

On Market Corrections, and Keeping a Calm Head

Despite recent market volatility, we consider the long-term outlook for China’s market and economy to be good. We don’t view this recent correction as the start of any sort of economic or market collapse underway, and it doesn’t change our view on investing there.

Mark Mobius | August 27, 2015

History

Building Corridors to the Future in Pakistan

We have been investing in Pakistan for a number of years, and see it as an overlooked investment destination with very attractive valuations due to negative macro sentiment.

Mark Mobius | August 24, 2015

Perspective

China’s Currency Moves

The recent action in China’s stock market and its currency has caused a heightened attention to Chinese government policy decisions. All this attention certainly demonstrates how important China has become within the global economy at large.

Mark Mobius | August 17, 2015

Perspective

State of Emerging Markets: All About Those [Central] Banks

Moving into the second quarter of 2015 and beyond, we believe a complex global background appears broadly favorable for emerging markets.

Mark Mobius | June 01, 2015

Guest Bloggers

Meet My Team: Allan Lam

We have seen crises around the world over the years, but crises bring opportunities; these sorts of moments are when our analytical skills are most needed and can add value for investors.

Mark Mobius | April 20, 2015

History

Once Forbidden Frontiers

Investing in frontier markets can come with a higher degree of volatility than more established markets, but to me, they offer pretty exciting potential. Some of yesterday’s small, agrarian economies have transformed themselves into global powers today.

Mark Mobius | March 30, 2015

Perspective

A Contrarian Case for Brazil

I’m pleased to say that while Brazil certainly still has problems to work through, I’m a little more optimistic about the investment prospects there than I was about six months ago—and that’s partly because everyone else seems so pessimistic!

Mark Mobius | March 04, 2015

Perspective

Monetary Policy Matters

For now, we believe the most recent easing efforts of Japan, the ECB, China, India and other central banks should offset concerns about potential interest rate increases coming this year from the Fed and other developed markets.

Mark Mobius | February 25, 2015

Perspective

Reforms in Asia Bring Big Potential for Small Companies

Smaller companies in emerging markets appear poised to potentially benefit amid more market-friendly reforms that break down barriers to entry and inspire entrepreneurship. Additionally, since small-cap companies are driven primarily by domestic demand, the recent drop in oil prices could be an added boon to these companies.

Mark Mobius | January 26, 2015

Perspective

Africa’s Electrifying Future

We believe the availability of reliable power could sustain dynamic economic growth rates across Africa, potentially enriching the population and creating markets for new consumer businesses.

Mark Mobius | January 16, 2015

Perspective

2015 Investment Outlook: Emerging Markets Still Global Growth Drivers

We are enthusiastic about the potential of new technology to accelerate growth trends, with some Internet and mobile communications-based technologies in particular offering less developed countries the opportunity to potentially leapfrog generations of economic change in more mature markets and move directly to efficient modern systems.

Mark Mobius | January 05, 2015

Perspective

Oil and Emerging Markets: A Double-Edged Sword

Most consumers naturally cheer lower energy prices, but looking at overall economic impacts, lower oil prices can be a double-edged sword. In countries that are heavily dependent on oil exports, a prolonged oil price slump could be harmful.

Mark Mobius | December 19, 2014