Posts From Mark Mobius
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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
Read MoreSignificant Slip—or Just a Blip—in Emerging Markets’ Foreign Exchange Reserves?
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
Read MoreA 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
Read MoreOnce Forbidden Frontiers
Investing in frontier markets can come with a higher degree of volatility than more established markets, but to my team and me, they offer exciting potential. Some of yesterday’s small, agrarian economies have transformed themselves into global powers today—China being
Read MoreOpportunities in Islamic Finance Grow
I am convinced that opportunities exist in Islamic, or Shariah-compliant, investment products to address the investment needs of the world’s 1.6 billion Muslim citizens. I recently attended a conference on Islamic investment that Franklin Templeton organized in Dubai, where H.R.H. Sultan
Read MoreA 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
Read MoreMonetary 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. For now, the scorecard seems to be tilted toward monetary easing since in the
Read MoreWill China’s Year of the Goat Bring Out the Market Bulls?
Eddie Chow – Senior Executive Vice President and Managing Director, Templeton Emerging Markets Group According to the Chinese calendar, 2015 is the Year of the Goat (or sheep), creatures that are typically peaceful in nature but can also be stubborn, while
Read MoreA Few Words on Greece
Greece’s ongoing debate about the best way forward has now played out at the ballot box, although many uncertainties remain. On January 25, Syriza, an extreme left-wing party led by Alexis Tsipras, won the biggest share of the vote in
Read MoreEconomic Reform in Asia Brings Big Potential for Small Companies
At Templeton Emerging Markets Group, we believe Asia’s combination of rapid economic growth, generally strong national finances and economic fundamentals has created an attractive landscape for equity investors. Seismic changes have been taking place in Asia’s political arena over the
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