EMerging Equity
Mark Mobius
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
Mark Mobius: A Look Ahead At Emerging Markets In 2016
By Mark Mobius, Templeton Emerging Markets Group 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. The Strength of Emerging Markets First, emerging economies in general have experienced … Continue reading
The Fed Hikes Rates — What Next For Emerging Markets?
In a widely expected move, the U.S. Federal Reserve (Fed) hiked its benchmark interest rate for the first time in nearly a decade on Wednesday, a decision which immediately increased borrowing costs for businesses/consumers in the U.S. and could coincidentally ripple through the world economy. After months of deliberation, Fed policy makers increased its key interest rate for short-term … Continue reading
Mark Mobius: A Fed Move Could Be Good News For Emerging Markets
By Mark Mobius, Templeton Emerging Markets Group After months (if not years) of speculation and debate, the US Federal Reserve (Fed) has left the financial markets in a holding pattern once again, deciding to keep its benchmark short-term interest rate steady at near zero. In our view as investors in emerging markets, this isn’t necessarily positive news, … 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
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
Ahead Of MSCI’s Decision On Including China’s A Shares, Vanguard And FTSE Gear Up
Ahead of the highly awaited decision by global equity index provider MSCI on whether to include shares from mainland China’s multi-trillion stock market — or A shares — to its emerging markets index, Vanguard Group — the largest U.S. mutual fund firm — has decided that it will add mainland Chinese shares to its $69 billion emerging-market fund. The endorsement of China’s domestic … 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
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