templeton emerging markets group Archives - Investment Adventures in Emerging Markets

Perspective

Malaysia’s Crisis of Confidence

While fiscal prudence and stronger commodity prices should help the country, one could argue that Malaysia will need to restore the confidence of its people in its government and of foreign investors in its markets to truly get back on track.

Mark Mobius | December 01, 2015

Perspective

Consumption in China: From Commodities to Karaoke

China isn’t only a consumer of raw commodities—its growing middle class has been exerting formidable purchasing power and spawning new domestic industries that are of keen interest to us as investors, including cosmetics, entertainment (cinemas, music) and more.

Mark Mobius | November 24, 2015

Perspective

Small Stars Can Shine Bright

We have found that as an asset class, emerging-market small cap is one of the most widely misunderstood and underutilized among investors. It is often perceived to be a place to avoid in times of uncertainty, but we see things differently.

Mark Mobius | October 30, 2015

Perspective

A Lens on Latin America

We think the manner in which Brazil’s government institutes reforms to utilize its resources most effectively will be key to its economic transformation. Within the next three to five years we could see tremendous changes—if the will is there.

Mark Mobius | October 06, 2015

Guest Bloggers

Meet My Team: Carlos Hardenberg

Frontier markets remain the most vibrant economies we are investing in today. The level of entrepreneurialism is astonishing, and the large and young consumer societies are increasingly demanding the same lifestyle of people in the Western world.

Mark Mobius | September 25, 2015

Perspective

A Fed Move Could Be Good News for Emerging Markets

If in coming months the Fed feels confident enough in the US economy to raise interest rates, it could be viewed as positive news for emerging markets, particularly those with export ties that benefit from a strengthening US economy.

Mark Mobius | September 17, 2015

Perspective

Vietnam-EU Agreement: A Good Deal for Southeast Asia

As investors in Vietnamese stocks, the primary constraint we face is one of liquidity and limited choices in which to invest, but we are hopeful that will soon change. Vietnam has had a fast-growing economy, and we have found good companies there, including some that are state-owned.

Mark Mobius | September 02, 2015

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

History

Iran: Open for Business?

We think relief from economic sanctions could accelerate Iran’s growth rate by removing barriers to the nation’s oil exports, bringing in more foreign capital, and ending the isolation of its banks from the global financial system.

Mark Mobius | August 11, 2015

Perspective

Story of China Still Intact Despite Market Downturn

In my view, the bottom line regarding the recent correction in China’s markets is essentially a story of too much euphoria and a natural correction.

Mark Mobius | July 09, 2015

Perspective

Building for the Future: Infrastructure in Emerging Markets

Emerging economies in general have experienced stronger economic growth trends than developed markets over the past decade, a trend that I expect to continue. That growth, combined with rising populations and a trend toward urbanization, requires more infrastructure.

Mark Mobius | June 25, 2015