Markets

Chinese Market Volatility Is A Good Sign It’s Time To Buy

China’s stock market was a roller coaster in 2012, and those investors with a weak stomach for unpredictability probably found the ride unpleasant. It’s true that by many measures last year’s weak market performance in China’s A share market was disappointing, but in a market of this size the story […]
Chinese Market Volatility Is A Good Sign It’s Time To Buy
Markets

Misconceptions And Realities Of Investing In Africa

[credit provider=”Franklin Templeton” url=”http://mobius.blog.franklintempleton.com/wp-content/uploads/2013/01/Mobius_Libya2.jpg”] It’s easy to fall prey to misconceptions and generalizations about places we’ve never been: to assume everyone in the United States drives big cars, all the French love croissants and all Canadians play hockey. There are many misconceptions about investing in developing markets, and Africa certainly […]
Misconceptions And Realities Of Investing In Africa
Markets

More Quantitative Easing Means More Cash Is Flowing Into The Emerging Markets

The “year of the dragon” in 2012 certainly didn’t disappoint, as the global markets battled one financial dragon after another. From the Eurozone’s sovereign debt crisis to persistently high unemployment in the U.S. and a mayday call from many who worried that China’s growth rate was headed for a “hard landing,” […]
More Quantitative Easing Means More Cash Is Flowing Into The Emerging Markets
Markets

Egypt’s ‘Arab Winter’ Has Begun

It’s been almost two years since the “Arab Spring” swept North Africa and the Middle East, and with it, grand hopes for change. Sometimes, change doesn’t happen as quickly as the people would like, and oftentimes it can be a messy process. That is certainly true in Egypt right now, a […]
Egypt’s ‘Arab Winter’ Has Begun
Markets

Mark Mobius’ Guide To Investing In Emerging Markets

When you consider the sheer magnitude of investable equities to choose from in the world’s emerging markets, you realise that finding one that looks attractive enough to warrant investing your faith and assets in is as formidable a task as finding a needle in a haystack. Fortunately, researching investment opportunities […]
Mark Mobius’ Guide To Investing In Emerging Markets
Markets

Remembering Legendary Investor Sir John Templeton

The 29th of November marks the anniversary of what would have been Sir John Templeton’s 100th birthday, someone who helped shape my career as a portfolio manager, and who I admire greatly as a human being.  I first met the late Sir John more than three decades ago when I […]
Remembering Legendary Investor Sir John Templeton
Markets

Russia And China Share Many Neighborly Interests

Whether our neighbours are as close as the aeroplane seat next to us or across a national border, most would probably agree that while we may not see eye to eye, peaceful cooperation makes more sense than tense relations. China and Russia share some 4,000 miles of common border, and […]
Russia And China Share Many Neighborly Interests
Markets

Investors Shouldn’t Forget That The Whole World Is Getting Older

As we grow and age, our needs and habits often change. The same is true of economies, which grow and change along with their people. Short-term statistics that impact a country’s economic growth rate, such as consumer spending, exports and the like are certainly important, but there are also long-term […]
Investors Shouldn’t Forget That The Whole World Is Getting Older
Markets

Here’s What You Need To Know About China’s Confusing Currency

For more than a decade, China’s currency, the Renminbi (RMB), had been on a path of appreciation, but some weakness this year generated renewed talk about whether the currency is fairly valued against global currencies. As global equity investors, we are constantly faced with currency changes. This is an important […]
Here’s What You Need To Know About China’s Confusing Currency
Markets

MARK MOBIUS: Here’s What You Need To Know About Investing In China

[credit provider=”By HerryLawford on Flickr” url=”http://www.flickr.com/photos/herry/1727507862/sizes/l/in/photostream/”] A shares, B shares, H shares. Chinese equity listings can be confusing to global investors. I’m often asked what I think about a particular share market in China, why one is outperforming others, and which to invest in. I can’t tell you what to […]
MARK MOBIUS: Here’s What You Need To Know About Investing In China
Markets

South Africa Has Incredibly Bright Long-Term Prospects

Africa is a continent many investors bypass, but from my perspective as a long-term investor, I think that’s a mistake. South Africa has faced some struggles recently, but I think they can be overcome, and a brighter future could be ahead there for its people. South Africa is the largest […]
South Africa Has Incredibly Bright Long-Term Prospects
Markets

Priming the Liquidity Pump

The global economy is often like a line of dominos. One piece tumbles, causing others to fall too. This year, weak economic growth and heavy debt burdens in many developed markets had a domino effect on emerging economies, and many investors lost confidence in both. In response, central banks have […]
Priming the Liquidity Pump
Markets

MOBIUS: The CIVETS Will Step Up As The BRICs Slow Down

A global pattern of easing economic growth in the first half of 2012 has impacted the “BRIC” nations – Brazil, Russia, India and China. However, I don’t think the BRIC economies have hit a brick wall. While some market participants have been waiting impatiently for governments to undertake further stimulus […]
MOBIUS: The CIVETS Will Step Up As The BRICs Slow Down
Markets

The Winds of Market Change

Periodically I’m afforded the opportunity to share the blog stage with my colleague Dr. Michael Hasenstab. This week Michael and I contributed our latest market views on a variety of subjects from our respective fixed income and equity vantage points in Franklin Templeton’s Beyond Bulls and Bears blog.  If you […]
Markets

Mexico Is Looking Better Than It Has In A Long Time

Elections come and go, but the real test of a candidate might be whether the promises made on the campaign trail are actually put into place. Enrique Peña Nieto and his Institutional Revolutionary Party (PRI) emerged victorious in Mexico’s July 1 presidential election on the promise of reform and the […]
Mexico Is Looking Better Than It Has In A Long Time
Markets

Don’t Freak Out About China

Many feel that China is the engine for the world economy, and worry that if it slows down, we may be doomed to a recession or even a depression. However, I don’t feel it’s time to push the panic button. Yes, China’s growth is decelerating from the double-digits of recent […]
Don’t Freak Out About China
Markets

Malaysia: An Attractive Destination for Holidays And Gigantic IPOs

Many Western investors would likely have little trouble naming this year’s biggest initial public offering in the U.S., but they probably don’t know that two of the top three global IPOs so far this year have been in an nation probably better known as a holiday destination than an investment […]
Malaysia: An Attractive Destination for Holidays And Gigantic IPOs
Markets

Mark Mobius: 2 Things Need To Happen Before Investors Can Flood Into Myanmar

[credit provider=”mobius.blog.franklintempleton.com” url=”http://mobius.blog.franklintempleton.com/2012/05/09/africa-investing-in-the-cradle-of-civilisation-part-2/”] President Obama has finally authorised American companies to invest in Myanmar.For the first time in 15 years, companies like General Electric and Chevron that have been aching to tap the energy-rich nation’s resources will be able to do just that.
Mark Mobius: 2 Things Need To Happen Before Investors Can Flood Into Myanmar
Markets

MARK MOBIUS: Here’s What You Need To Know About The Frontier Markets

In a recent interview, I was asked whether I was becoming a “frontiersman” in my quest for the next big investment opportunity. It’s true that many of my recent investment adventures have taken place in frontier markets – the smaller, less-developed cousins of the emerging markets. I view frontier markets […]
MARK MOBIUS: Here’s What You Need To Know About The Frontier Markets
Markets

MARK MOBIUS: Europe Will Emerge Stronger From The Crisis

[credit provider=”mobius.blog.franklintempleton.com” url=”http://mobius.blog.franklintempleton.com/2012/02/29/capitalising-on-cambodia/”] I truly believe it pays to be an optimist in life. As a long-term investor, it’s practically part of the job description. You can fearfully view a crisis as a time of loss and peril, or you can choose to view it as a time of opportunity […]
MARK MOBIUS: Europe Will Emerge Stronger From The Crisis
Markets

MARK MOBIUS: Beware The Rise Of Protectionism

Free, fair and open trade is essential to fostering a thriving global economy. In the past, when economic conditions have deteriorated, we’ve seen governments in developed and emerging economies alike engage in protectionist policies. With growth in many countries slowing this year (tied in part to the crisis in the […]
MARK MOBIUS: Beware The Rise Of Protectionism
Markets

MARK MOBIUS: Brazil Is Making All The Right Moves To Reverse The Slowdown

[credit provider=”ESPN” url=”http://espn.go.com/video/clip?id=espn:7972440″] Brazil, the “B” in the emerging markets entities known as the “BRIC” countries (Brazil, Russia, India, China), has entered what I think can fairly be described as a rough patch of sluggish growth. Since my last update on Brazil, the country has experienced heightened economic challenges that […]
MARK MOBIUS: Brazil Is Making All The Right Moves To Reverse The Slowdown
Markets

MARK MOBIUS: I Was Intrigued To See The Results Of Our Huge Investor Survey

The world’s financial markets are like a spider’s web; inter-linked and highly connected, strong and flexible, but sometimes fragile, too. The global financial markets have gone through rapid change in the last 10 years.  Large, emerging economies such as China and India have increased their contribution to global GDP and […]
MARK MOBIUS: I Was Intrigued To See The Results Of Our Huge Investor Survey
Markets

MARK MOBIUS: India Will Knock Your Socks Off Once It Sorts Out These Political Reforms

[credit provider=”Webvideofondsnieuws via YouTube” url=”http://www.youtube.com/watch?v=zLZAZsuiDgY”] The global investment community has been up in arms (and rightly so) about the Indian government’s attempt to address possible past tax evasion through retroactive tax measures.  Many investors started to express their disapproval by withdrawing their dollars, and amid the pressure, the Indian Finance […]
MARK MOBIUS: India Will Knock Your Socks Off Once It Sorts Out These Political Reforms
Markets

MARK MOBIUS: There Is A Huge Opportunity In Ghana

This year could prove an interesting one for Africa’s west coastal country, Ghana.Presidential and  parliamentary elections are slated to be held by year-end, the results of which are almost sure to impact the shape of the country’s future.
MARK MOBIUS: There Is A Huge Opportunity In Ghana
Markets

Three Big Reasons To Be Bullish On Africa

[credit provider=”mobius.blog.franklintempleton.com” url=”http://mobius.blog.franklintempleton.com/2012/05/09/africa-investing-in-the-cradle-of-civilisation-part-2/”] Africa is well known for its wealth of natural resources, which includes oil and gas, a variety of metals and minerals as well as huge tracts of agricultural land. These riches have attracted global investors, most notably from emerging market countries such as China, India and Brazil.Many […]
Three Big Reasons To Be Bullish On Africa
Markets

MARK MOBIUS: Based On The Facts, China May Not Be Landing At All

While it’s still considered an emerging economy, there’s no doubt China has held a good deal of influence over the global markets. Analysts and economists seem to wait with bated breath for any piece of data that confirms or denies whether the country—regarded by many as a global growth engine—is […]
MARK MOBIUS: Based On The Facts, China May Not Be Landing At All
Markets

MARK MOBIUS: Emerging Market Brands Are About To Go Global

[credit provider=”roitberg on flickr” url=”http://www.flickr.com/photos/[email protected]/6442825253/”] Many emerging market brands are no longer waiting backstage. I’ve noticed this in my travels for a while now. Most recently, for instance, I noticed people queuing at a shopping centre in the U.S. all waiting to buy footwear made by a South American company. […]
MARK MOBIUS: Emerging Market Brands Are About To Go Global
Markets

Mark Mobius On The Yin And Yang Of Investing In Emerging Markets

[credit provider=”Steve Snodgrass on flickr” url=”http://www.flickr.com/photos/stevensnodgrass/3922262919/”] In investing, as in life, there is a yin and yang. The balancing act between inflation and growth that economies often face is perhaps even more pronounced in the emerging markets world: stimulate growth too much, and inflation could flare, but stamp out inflation […]
Mark Mobius On The Yin And Yang Of Investing In Emerging Markets
Markets

MARK MOBIUS: Here Are 2 Great Reasons To Bullish On Emerging Market Stocks

[credit provider=”Webvideofondsnieuws via YouTube” url=”http://www.youtube.com/watch?v=zLZAZsuiDgY”] Emerging market stocks are poised to do well according to Franklin Templeton’s emerging markets specialist Mark Mobius. Speaking with CNBC he pointed to two clear reasons.First, he said the selloff in Treasuries will send more money into equities and at least a third of that […]
MARK MOBIUS: Here Are 2 Great Reasons To Bullish On Emerging Market Stocks
Markets

MARK MOBIUS: Order And Progress Is Finally On The Rise In Brazil

My worldwide pursuit of good investing bargains takes me to some magnificent countries. In my view, Brazil is certainly among the most beautiful and economically vibrant in the western hemisphere. Its Portuguese-speaking multiracial population of almost 200 million1 represents a growing and upwardly mobile consumer market.
MARK MOBIUS: Order And Progress Is Finally On The Rise In Brazil
Markets

MARK MOBIUS: 2012 Will Be A Huge Year For China

[credit provider=”AP/Sang Tan”] On January 23, Chinese around the world ushered in the year of the dragon under the Lunar Calendar. The dragon is an auspicious and mythical creature in the Chinese culture. It is a symbol of power such that emperors in the historic days were regarded as the […]
MARK MOBIUS: 2012 Will Be A Huge Year For China
Markets

MARK MOBIUS: The Year That Was And The Year To Come

In 2011, perceptions regarding the composition of the global economy underwent a shift—instead of the U.S. being considered as the world’s key growth engine, investors began to realise that large emerging economies such as China and India were increasing their contribution to global GDP. While the U.S. saw its long-term […]
MARK MOBIUS: The Year That Was And The Year To Come
Markets

MARK MOBIUS: Maybe We Should Be More Optimistic About North Korea

The death of North Korean leader Kim Jong-il on December 17, 2011, escalated the uncertainty surrounding the regime change in Korea, which was preparing for a leadership transition in 2012. Very little is known about Kim Jong-un, the young man who is taking on the role of dynastic head. Some […]
MARK MOBIUS: Maybe We Should Be More Optimistic About North Korea
Markets

MARK MOBIUS: Why I’m Bullish On Macau

I count myself fortunate that the continuous quest for good investment opportunities takes me to some of the most exotic and beautiful places the world has to offer. Macau, on the western side of the Pearl River Delta in China, is one of my favourites for many reasons. As an […]
MARK MOBIUS: Why I’m Bullish On Macau
Markets

MARK MOBIUS: Thailand Is An Attractive Place To Invest, Despite The Disastrous Flood

[credit provider=”via CarBuzz” url=”http://www.carbuzz.com/news/2011/10/18/-12-000-000-worth-of-Hondas-Left-Floating-in-Water-7705301/”] Thailand is battling through the worst flooding in decades. The floods have severely affected over 30 provinces in north and central Thailand, taking a devastating toll on the people there.Estimated damages now range between 1-2% of GDP. Six main industrial estates in the Ayutthaya and Pathum-thani […]
MARK MOBIUS: Thailand Is An Attractive Place To Invest, Despite The Disastrous Flood
Markets

Mark Mobius Names Another Totally Unexpected Emerging Market favourite

[credit provider=”wiki commons” url=”http://en.wikipedia.org/wiki/File:SurOman.jpg”] I recently visited Muscat, the capital of Oman. Oman has a very strategic position in the Middle East, controlling the tip of the Musandam peninsula even though the peninsula is separated from the rest of Omanby land belonging to the United Arab Emirates (UAE).That tip points […]
Mark Mobius Names Another Totally Unexpected Emerging Market favourite
Markets

MARK MOBIUS: It’s Time To Invest In Africa, Starting With These Three Countries

[credit provider=”Investment Adventures In Emerging Markets” url=”http://mobius.blog.franklintempleton.com/2011/04/21/africa-opportunities-in-nigeria-ghana-and-kenya/”] Those who are optimistic about Africa say that after many years of colonialism, it is beginning to demonstrate its potential. The continent does have its detractors, who say that while it may have been free of colonial rule for 60 years, the continent continues to […]
MARK MOBIUS: It’s Time To Invest In Africa, Starting With These Three Countries
Markets

The Easy Way To Invest In China That Most Investors Don’t realise

[credit provider=”Mark Mobius” url=”http://mobius.blog.franklintempleton.com/2011/04/07/china-part-ii-%E2%80%94-looking-beyond-its-shores-2/”] In my previous blog, I’ve touched on how China’s latest Five-Year Plan is focusing on growing the domestic economy with a focus on harmony. A lot of the foreign investments and the large capital inflows into the Chinese market have all been focused primarily on tapping […]
The Easy Way To Invest In China That Most Investors Don’t realise
Markets

Mark Mobius Travels To India And Is Blown Away By The Robust Consumer Culture

[credit provider=”Courtesy of Mark Mobius’s blog” url=”http://mobius.blog.franklintempleton.com/2011/02/15/india-kingdom-of-dreams/p1060063-2/”] Throughout my travels, I have visited some countries that never cease to amaze me every time I go back, and India is definitely one of them. The country is changing and growing at an incredible pace. In 2010, India’s economy grew by 9.7%, […]
Mark Mobius Travels To India And Is Blown Away By The Robust Consumer Culture