Posts From Mark Mobius
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Mark Mobius
Africa’s Electrifying Future
Emerging and frontier markets are a focal point of this year’s World Economic Forum in Davos, Switzerland, which takes place during the week of January 19. One of the sessions, “Achieving Africa’s Growth Agenda,” is of particular interest to me.
Read MoreOil and Emerging Markets: A Double-Edged Sword 6
The price of oil has plummeted this year as a result of increased volatility in most markets and a temporary imbalance of supply and demand. In view of continued long-term world growth, particularly in emerging- and frontier-market countries, we believe
Read MoreASEAN’s Ambitious Agenda 2
The Association of Southeast Asian Nations (ASEAN) is an example of how smaller global economies can band together to exert a more powerful influence within the international community and have their collective voice heard. ASEAN is made up of 10
Read MoreMalaysia’s Developing Vision 7
My travels recently took me to Malaysia, a country that has experienced robust growth rates, but also some growing pains. Malaysia has been benefiting from favorable fundamentals generally in Southeast Asia and the 10 states comprising the Association of Southeast
Read MoreIndonesian Optimism 5
Southeast Asia represents one of the fastest-growing regions in the world today, and is one that we are excited about as investors. The Templeton Emerging Markets Group held our semiannual analyst conference in Jakarta in September, and one of the
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Three Words for Brazil
As long-time investors in Brazil, the recent presidential election has been of keen interest to us. One can certainly say it’s been an interesting race! The market had been volatile based on the changing polls leading up to the election;
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Focus on Long-Term Fundamentals, Not Fears
Global equity markets have hit a rough patch recently, with volatility intensifying in September and October. Many investors have been concerned about issues including the prospect of rising interest rates in the United States, deflation in the eurozone, fears about the
Read MoreBlurring the Lines Between Emerging-, Frontier- and Developed-Market Stocks 9
There has been some convergence in terms of how one might classify emerging-, frontier- or developed-market companies—and how they might fit into investors’ portfolios. Recently, we have noted an increase in liquidity and transparency of many frontier-market stocks (the smaller
Read MoreThe Leapfrog: The Role of Technology in Accelerating Emerging Markets’ Growth 0
The potential for emerging and frontier markets to realize accelerated economic growth as a result of new technology transfer comes up regularly in our research findings. We have been increasingly excited about a new development—the capacity for new technology, particularly
Read MoreBanking on BRICS 2
In July, leaders of the five emerging market countries known as the “BRICS” (Brazil, Russia, India, China and South Africa) met in the Brazilian city of Fortaleza and announced the creation of a New Development Bank (NDB). Interestingly and significantly,
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