EMerging Equity
Franklin Templeton
Challenges And Opportunities Facing Brazilian Companies
By Mark Mobius, Templeton Emerging Markets Group There’s no question Brazil is facing challenges (some of which I explored in my prior blog), and recent news headlines have led to bouts of market volatility. We can’t predict exactly how the political situation will pan out in Brazil, but we do know that as markets dislike uncertainty, things … Continue reading
Mark Mobius: Has Brazil Bottomed?
By Mark Mobius, Templeton Emerging Markets Group 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 … Continue reading
Iran: Open For Business?
After years of negotiations, there has been a recent breakthrough between Iran, the United States and other world powers about Iran’s nuclear program. By Templeton Emerging Markets Group While the deal certainly was controversial, and is still under debate in the United States, strictly from an investment standpoint, we think it represents an exciting development not … Continue reading
Ukraine’s Creditors Offer A 5% Haircut
Ukraine’s international private creditors have proposed a 5% haircut. Last month Kiev asked the bondholders for a 40% debt relief worth about $15 billion. The 5% debt reduction proposal was made this week by Ukraine’s largest creditor Franklin Templeton Investments. The investment house holds about $8.9 billion in bonds, according to two people close to the negotiations. It … Continue reading
De-Dollarization: Will China’s Yuan Become A Global Reserve Currency?
In recent months, China has stepped up a longstanding campaign for its currency (officially called the renminbi [RMB] but also referred to as the yuan), to be included as a part of the composition of the International Monetary Fund’s (IMF’s) Special Drawing Rights (SDR). By Templeton Emerging Markets Group While the media is abuzz with the … Continue reading
Mark Mobius: Infrastructure in Emerging Markets
There has been a recent debate about whether the end of the commodities “supercycle” is over, and if we are entering a new era of lower prices for natural resources, particularly oil. While no one can predict exactly where prices are headed next, one thing I do know is that demand for natural resources has … Continue reading
Mark Mobius: A New Way Forward For Nigeria?
A couple of years ago, many investors were optimistic about Nigeria and the stock market was booming, buoyed by strong economic growth and government reforms to improve the country. However, by 2014, the mood soured amid a series of unfortunate events, including the terrorist acts of Boko Haram, an Ebola outbreak and the weakening price … Continue reading
Mark Mobius: A Pivotal Year For ASEAN?
The role of Asian markets in the global economy has grown significantly in recent years, and we expect this trend to continue in the future. Many of these countries have also made fundamental improvements to their economies, and we think these changes are here to stay. By Templeton Emerging Markets Group This year could prove a … Continue reading
Mark Mobius: A Contrarian Case For Brazil
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 2010.1 However, we believe Brazil has all the elements … Continue reading
Mark Mobius: Monetary Policy Matters
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. By Templeton Emerging Markets Group 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 … Continue reading
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