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Emerging-Market Small Caps: A Distinct Growth Opportunity
by Mark Mobius of Franklin Templeton Investments, 8/26/16
In such a low-growth world, investing in smaller EM companies may provide exposure to many of the fastest-growing companies in the fastest-growing countries globally.

New From Mark Mobius: Brazil on the Olympic Stage
by Mark Mobius of Franklin Templeton Investments, 8/10/16
As often-contrarian investors, we are more inclined to focus on the long-term opportunities we see amid negativity, and the positive changes we see taking place in a country on our radar. I invited my colleague Gustavo Stenzel, executive vice president, managing director Brazil based in Rio de Janeiro, to share a brief update on Brazil from the team.

Positive Trends and Political Challenges in Poland
by Mark Mobius of Franklin Templeton Investments, 7/26/16
We hope that Poland’s leadership recognizes the need for continued reform and that its nationalistic sentiment does not come at the expense of growth, global trade and innovation.

Emerging Markets Q2 2016 Recap: Brexit Could Offer Silver Lining for Some
by Mark Mobius of Franklin Templeton Investments, 7/13/16
Generally speaking, the Brexit event actually brightens our view of emerging markets and the investment potential we see for the long term.

A Spiritual Journey in Thailand
by Mark Mobius of Franklin Templeton Investments, 7/6/16
It’s our view that Thailand’s long-term economic and investment potential remains bright for many reasons, and once the Brexit shock starts to wear off, investors should recognize the unique differences among individual emerging markets.

A Brief Take on Brexit and Emerging Markets
by Mark Mobius of Franklin Templeton Investments, 6/25/16
On Friday, June 24, financial markets around the world awoke to a post-Brexit hangover. The United Kingdom had voted to leave the European Union (EU), leaving many investors surprised, including me. I had believed the negatives of the United Kingdom leaving the EU appeared to outweigh the positives, and I thought the British people would see it that way, too.

Mining for Opportunities in Peru and Chile
by Mark Mobius of Franklin Templeton Investments, 6/22/16
Setting up a visit to a mine high in the mountains of Peru was one of the most difficult arrangements our team has had to make! Negotiations with the company were lengthy, and we were close to giving up.

Malaysia and Islamic Finance in Emerging Markets
by Mark Mobius of Franklin Templeton Investments, 6/15/16
The world of Islamic finance and investing represents an exciting world of opportunities to us, and one we think should likely continue to grow.

A Vision for Saudi Arabia’s Future
by Mark Mobius of Franklin Templeton Investments, 6/3/16
It’s our view that Saudi Arabia holds many interesting opportunities for investors, and if its expansive vision proves successful, it could cause economic growth to expand in many different directions—with or without high-flying oil prices.

Will New Leadership Change the Outlook for the Philippines?
by Mark Mobius of Franklin Templeton Investments, 5/19/16
We think the Philippines appears to be in a demographic sweet spot, and the country should continue to grow as long as there’s no dramatic change in government policies and the path toward reform continues.

A New Era for Argentina
by Mark Mobius of Franklin Templeton Investments, 5/13/16
Our visit to Argentina confirmed our views that its economy was gradually on the recovery path—and I believe if the pace of reforms continues there, Argentina’s turnaround could be even faster than expected.

We Still Don’t See a China Hard Landing
by Mark Mobius of Franklin Templeton Investments, 5/10/16
China’s economic transition—along with incredible economic growth already experienced—has resulted in a much larger economy so that the percentage growth numbers will naturally decelerate going forward. In our view that’s not a reason to panic.

Colombia’s Tourism Turnaround
by Mark Mobius of Franklin Templeton Investments, 4/26/16
If Colombia’s government is able to resolve its budget issues without resorting to burdensome taxation, while moving privatization efforts forward to fund infrastructure developments, we think the future could be very bright for this beautiful nation.

Emerging Markets Q1 2016 Recap: A Turn in Fortunes
by Mark Mobius of Franklin Templeton Investments, 4/18/16
The first-quarter of the year was marked by a turn in fortunes for emerging markets overall, which saw many investors return to the asset class after a challenging 2015.

Brazil’s Olympic Ambitions
by Mark Mobius of Franklin Templeton Investments, 4/5/16
It’s important to remember that Brazil is still in the early stages of developing a viable political and economic structure, and these types of transitions aren’t always smooth.

Challenges and Opportunities Facing Brazilian Companies
by Mark Mobius of Franklin Templeton Investments, 3/24/16
Brazil has great potential to improve its economic standing, but we aren’t alone in stating that policies need to change. We can’t predict when this will happen, so investors there need to be patient.

Has Brazil Bottomed?
by Mark Mobius of Franklin Templeton Investments, 3/19/16
Last year when I visited Brazil I was cautiously optimistic, and returning again this year, I remain so. We were expecting problems, but we were encouraged to see some signs of change taking place and are hopeful that as host of the 2016 Summer Olympic Games this year, Brazil will have the opportunity to shine. People find it difficult to believe the situation will turn around in a downtrodden market like Brazil, but we have found that, in general, the time of maximum pessimism marks the time when a bottom is near, and that’s the time we want to be investing.

Why We Think Mexico Is a Standout in Latin America
by Mark Mobius, Rodolfo Ramos Cevallos of Franklin Templeton Investments, 3/14/16
While oil is meaningful to the Mexican government in terms of revenues, Mexico’s reliance on oil is considerably less than is commonly believed.

The Red Tour: Nanchang to Fuzhou
by Mark Mobius of Franklin Templeton Investments, 2/25/16
My team and I recently completed a multi-city tour of China, mainly via high-speed rail. We’ve explored cities including Shenzhen, Nanning, Guiyang, Changsha and Wuhan, searching for potential investment opportunities and seeing the economic conditions in China first-hand. This last stop on our tour offers a look at Nanchang and Fuzhou in southeastern China.

Wuhan: China’s Travel Hub
by Mark Mobius of Franklin Templeton Investments, 2/19/16
News and entertainment I saw in China indicated to me that political changes are coming hard and fast.

Exploring Culture and Companies in Changsha, China
by Mark Mobius of Franklin Templeton Investments, 2/8/16
It's clear to me that despite the tremendous amount of infrastructure building that has already taken place in China, there is a need for more.

Travels in China: Nanning to Guiyang
by Mark Mobius of Franklin Templeton Investments, 1/28/16
While we’ve heard reports of falling real estate prices in some of the smaller (second- or third-tier) cities in China, we didn’t see widespread evidence of that; sales still seemed generally robust in the regions we toured.

Shenzhen: A City on the Move
by Mark Mobius of Franklin Templeton Investments, 1/22/16
Driving through Shenzhen, I could see how it has transformed since the first time I visited about 20 years ago. Where there were once rice fields, office and apartment buildings have sprung up—some of which are now among the tallest in China.

China’s Conundrum
by Mark Mobius of Franklin Templeton Investments, 1/8/16
As we see it, there is no question that China should continue to have strong growth this year, but one might say China is facing a bit of a conundrum. On the one hand, the government wants stability, but on the other, it also is striving toward more openness.

Emerging Markets 2016 Outlook
by Mark Mobius of Franklin Templeton Investments, 12/30/15
In many respects, 2015 was a challenging year for investors in emerging markets. However, we consider many of the factors driving recent volatility to be temporary, and we are optimistic for the longer term due to several factors.

Travels in Sri Lanka: The Tourist Trade
by Mark Mobius of Franklin Templeton Investments, 12/17/15
I encourage travelers to check out Sri Lanka, which has much to offer tourists including warm weather, expansive beaches, and an interesting heritage with many cultural attractions.

Malaysia’s Crisis of Confidence
by Mark Mobius of Franklin Templeton Investments, 12/3/15
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.

Consumption in China: From Commodities to Karaoke
by Mark Mobius of Franklin Templeton Investments, 11/30/15
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.

Are Emerging Markets Turning a Corner?
by Mark Mobius of Franklin Templeton Investments, 11/16/15
We consider many of the factors driving recent volatility in emerging markets to be temporary in nature and compounded by typically low summer liquidity—thus we believe we have grounds to be optimistic longer term.

Small Stars Can Shine Bright
by Mark Mobius of Franklin Templeton Investments, 11/2/15
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.

India: Interest Rates, Inflation and Manufacturing Ambitions
by Mark Mobius of Franklin Templeton Investments, 10/22/15
We have high hopes for India’s future, so we remain quite interested in India and continue to seek out investment bargains there. We are looking to diversify our exposure to Indian equities through a mix of commodities-oriented, export-oriented and domestic companies.

A Lens on Latin America
by Mark Mobius of Franklin Templeton Investments, 10/9/15
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.

A Fed Move Could Be Good News for Emerging Markets
by Mark Mobius of Franklin Templeton Investments, 9/18/15
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.

Vietnam-EU Agreement: A Good Deal for Southeast Asia
by Mark Mobius of Franklin Templeton Investments, 9/3/15
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.

On Market Corrections, and Keeping a Calm Head
by Mark Mobius of Franklin Templeton Investments, 8/28/15
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.

Building Corridors to the Future in Pakistan
by Mark Mobius of Franklin Templeton Investments, 8/25/15
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.

China’s Currency Moves
by Mark Mobius of Franklin Templeton Investments, 8/18/15
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.

Iran: Open for Business?
by Mark Mobius of Franklin Templeton Investments, 8/12/15
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.

The Rise of the Renminbi: Will China’s Yuan Become a Global Reserve Currency?
by Mark Mobius of Franklin Templeton Investments, 7/24/15
Reserve currency status and RMB internationalization could confer a number of significant benefits on China, including potentially lowering borrowing costs and facilitating overseas expansion by Chinese companies.

Story of China Still Intact Despite Market Downturn
by Mark Mobius of Franklin Templeton Investments, 7/10/15
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.

Growth Matters
by Mark Mobius of Franklin Templeton Investments, 7/1/15
We have found that companies in the consumer or retail space with a high market share can benefit from rising consumption and GDP per capita. These investments are particularly attractive if profit margins can be improved.

Building for the Future: Infrastructure in Emerging Markets
by Mark Mobius of Franklin Templeton Investments, 6/25/15
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.

Developments in the Reform of China’s State-Owned Enterprises
by Mark Mobius of Franklin Templeton Investments, 6/9/15
Investors’ interest in China’s SOEs has no doubt been piqued by guidance from sources close to the government that reform plans foreshadowed in the government’s November 2013 program could soon begin to assume more concrete shape, helping drive the recent gains in the Shanghai and Hong Kong share markets.

State of Emerging Markets: All About Those [Central] Banks
by Mark Mobius of Franklin Templeton Investments, 6/2/15
Moving into the second quarter of 2015 and beyond, we believe a complex global background appears broadly favorable for emerging markets.

Investor Sentiment Around the World
by Mark Mobius of Franklin Templeton Investments, 5/18/15
We certainly don’t want to jump to any conclusions about potential market performance based on investor sentiment (or any one indicator for that matter), but it reminds me of the late Sir John Templeton’s famous words: ‘Bull markets are born on pessimism, grow on skepticism and die on euphoria.

Significant Slip—or Just a Blip—in Emerging Markets’ Foreign Exchange Reserves?
by Mark Mobius of Franklin Templeton Investments, 4/27/15
For those looking to invest in emerging markets, a steady growth in foreign exchange reserves—in many cases to higher levels than in most developed markets—has been a positive talking point for the past two decades. This reserve build-up has allowed emerging markets to be dominant buyers of US and European debt. However, a general decline in emerging market foreign reserves last year now has pundits pondering whether there is danger of more significant slippage with potentially ominous market implications.

A New Way Forward for Nigeria?
by Mark Mobius of Franklin Templeton Investments, 4/16/15
Perhaps the biggest long-term challenge for Nigeria going forward is to develop government leadership that will be intent on economic development and utilizing the country’s resources to develop infrastructure.

A Contrarian Case for Brazil
by Mark Mobius of Franklin Templeton Investments, 3/11/15
Many investors in Brazil, including us, have been a little frustrated over the past couple of years with its lack of growth and progress. Gross domestic product (GDP) in Brazil grew a mere 0.2% in 2014 (estimated), a far cry from the 7.5% it saw in 2010. However, we believe Brazil has all the elements in place to achieve much higher rates of growth if the political will is there.

Monetary Policy Matters
by Mark Mobius of Franklin Templeton Investments, 2/26/15
This year we expect the divergence in monetary policy among the world’s central banks to be a key theme and a likely driver of asset flows. For now, the scorecard seems to be tilted toward monetary easing since in the first month of 2015 alone, 14 central banks engaged in some form of monetary policy loosening, generally in the form of interest rate cuts or asset purchases.

2015 Investment Outlook: Emerging Markets Still Global Growth Drivers
by Mark Mobius of Franklin Templeton Investments, 1/7/15
We at Templeton Emerging Markets Group believe high economic growth rates will remain a key attraction of many emerging markets in 2015. Even with major economies like Brazil and Russia slowing down, overall economic growth in emerging markets during 2015 is expected to be comfortably in excess of developed markets, with China and India likely to drive the Asian region to particularly strong growth.
Results 51–100 of 268 found.