Posts From Mark Mobius
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Mark Mobius
South Africa’s Slow Transformation
I recently had the opportunity to visit South Africa, which has seen its fair share of challenges over the past few years. Arriving in sunny Cape Town with its beautiful views of the Atlantic and Indian oceans, spectacular Table Mountain
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China and Shadow Financing
For the first time ever, the president of China was in attendance at the World Economic Forum Annual Meeting in Davos this month. President Xi Jinping joined a roster of presidents, prime ministers, central bankers, executives and other officials from
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Vietnam’s Transformation
In just a few decades, Vietnam has undergone a dramatic transformation, from an agrarian society to one that has embraced the modern era. Its youthful population and growing middle class have helped drive solid growth—and opportunities for many global investors.
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Emerging-Market Equity 2017 Outlook
Emerging markets started 2016 on a weak note as equities were buffeted by concerns surrounding China’s economy and falling oil prices. However, as the year progressed, positive factors took hold of investor sentiment, leading to emerging-market strength, which we at
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Central Banks and Stock Markets: a BOJ Case Study
One of the most fascinating aspects of current markets around the world is the degree to which central banks appear to be influencing the movement of not only bond markets but also equity markets. The erroneous belief that higher interest rates
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Emerging Markets and a Trump Presidency: No Need to Panic
The US presidential election resulting in a victory for Donald Trump has many potential implications for markets around the world, including emerging markets. When it became clear that Trump would emerge the winner, stock markets echoed the shock many US
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Thai People Mourn Loss of Their King
The death of Thailand’s King Bhumibol Adulyadej was not unexpected, as the 88-year-old monarch had been in poor health for some time, but it was nonetheless a shock to his people and you can see the grief and anguish on their
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Mexico Entangled in US Election as Banxico Tightens
Mexico has a vested interest in the politics and policies of its neighbor to the north, the United States, which is also its largest trading partner. The lead-up to the US presidential election in November has brought a number of
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Emerging-Market Resilience
While prospects at the start of 2016 seemed rather dour for emerging markets, resilience has been the story in the asset class for the first half of the year. What’s behind the improvement in emerging-market equities? Here are some general
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Emerging-Market Small Caps: A Distinct Growth Opportunity
Emerging markets remain at the forefront of the world’s most vibrant and fastest-growing economies, with overall gross domestic product (GDP) growth rates comfortably in excess of the developed world this year, despite much-publicized slowdowns in certain countries. The Templeton Emerging
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