Posts From Mark Mobius
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Mark Mobius
Malaysia’s Crisis of Confidence
December 1, 2015 One might say Malaysia has been facing a crisis of confidence this year as its currency (the ringgit) weakened to levels not seen since the Asian financial crisis in the late ’90s and its stock market declined
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Consumption in China: From Commodities to Karaoke
November 24, 2015 There has been great concern regarding the slowdown of growth in China and its impact on commodity demand and, therefore, commodity prices. Crude oil’s price gyrations tend to get the most attention, but China’s share of global
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Are Emerging Markets Turning a Corner?
November 13, 2015 Clearly, this year has been challenging for investors in emerging markets, which have generally underperformed developed markets. However, we have seen recent data showing the trend of asset outflows may be reversing as more investors are putting
Read MoreSmall Stars Can Shine Bright
When markets are volatile and uncertain, many equity investors often gravitate toward the larger companies they perceive to be the most stable—in the form of large-cap stocks. Within the emerging-markets universe, we see a number of small-cap stocks with shining
Read MoreIndia: Interest Rates, Inflation and Manufacturing Ambitions
This year the global financial markets have been largely focused on China’s growth story and the US Federal Reserve’s possible monetary policy actions. Many investors may not realize that India—the world’s third-largest single economy based on purchasing power parity—is expected
Read MoreA Lens on Latin America
This month, the World Bank and the International Monetary Fund (IMF) will hold their joint annual meeting in Lima, Peru, marking the first time such an event has been held in Latin America in almost 50 years. The organizations’ annual
Read MoreA Fed Move Could Be Good News for Emerging Markets
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
Read MoreVietnam-EU Agreement: A Good Deal for Southeast Asia
After more than two years of negotiations, the European Union (EU) and Vietnam reached an agreement in principle for a new free trade deal.1 Our team believes this deal marks an important milestone not only for Vietnam, but sets an important
Read MoreBuilding Corridors to the Future in Pakistan
Pakistan is an example of a country many investors have shunned due to negative news and perceptions, but our take is that often things aren’t always as sensational as may be reported. We do know that we have found some
Read MoreOn Market Corrections, and Keeping a Calm Head
The global markets have experienced a late summer swoon, blamed on factors including concerns about slowing growth in China and the impact of a potential increase in US interest rates this autumn. Whatever the reason, we think it is important
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