Posts From Mark Mobius
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Mark Mobius
Emerging Markets Through the Years
As many of you may be aware by now, I announced plans to retire after more than 30 years with Franklin Templeton Investments, effective January 31, 2018. Before I share my final, parting words on this forum, I’d like to
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Back to Brazil
I visited Brazil in the spring of this year, but wanted to go back and explore more areas of the country. Brazil has faced some hard times but appears to be bouncing back from a prolonged recession, so I was
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Croatia’s Many Cultural Ties
When I was asked to give a speech at an investment conference in Croatia, I was excited for a number of reasons. Many years ago, I had visited Chile and wanted to learn more about a mining company there. Its
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Emerging Markets Third-Quarter Recap: A Stellar Rally
Templeton Emerging Markets Group has a wide investment universe to cover—tens of thousands of companies in markets on nearly every continent. While we are bottom-up investors, we also take into account big-picture context. Here, I share the team’s overview of
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Mid-Year Outlook: The Resurgence of Emerging Markets
The first half of 2017 has been bright for emerging markets, generally speaking. My colleagues Stephen Dover, chief investment officer of Templeton Emerging Markets Group, Chetan Sehgal, director of Global Emerging Markets/Small-Cap Strategies and Carlos Hardenberg, senior vice president, director
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Emerging Markets Second-Quarter 2017 Recap: The Streak Continues
Templeton Emerging Markets Group has a wide investment universe to cover—tens of thousands of companies in markets on nearly every continent. While we are bottom-up investors, we also take into account big-picture context. Here, I share the team’s overview of
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China: Building Roads to the Future
China is forging new global connections and expanding trade and market access in many ways. The country does seem to be opening its capital markets and working to become more transparent. We have seen the success of stock linkages between
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South Korea Votes for Change
Voters across the globe seem to be clamoring for change, and South Korea’s presidential election may be viewed as another example. Moon Jae-in, considered a left-leaning liberal, won the presidential election in South Korea. The victory is significant because of
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Argentina’s Return
On a recent visit to Argentina, I was interested to see how things have changed under the leadership of a new administration—in many cases, due to constructive policy reforms. Work still remains to be done to address challenges, and the
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Brazil and Other Bright Spots in Latin America
I’ve just been on an extensive trip through Latin America, starting in Mexico and proceeding to Peru, Chile, Argentina and Brazil. Here, I offer a few highlights—including reasons for optimism. Trade Relations Top of Mind in Mexico The election of
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