Posts From Mark Mobius
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Mark Mobius
Positive Trends and Political Challenges in Poland
My first visit to Poland was in 1991, just as the country was emerging from its Communist era. In those days, Warsaw was a dreary city with empty store windows and shops with nothing much to sell. Located in the heart
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Emerging Markets Q2 2016 Recap: Brexit Could Offer Silver Lining for Some
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 outline what’s happened in the
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A Spiritual Journey in Thailand
Thus far Thailand’s stock market has been relatively resilient amid bouts of global market volatility following the United Kingdom’s recent decision to leave the European Union (EU). We believe the economic impact of the so-called Brexit is likely to be
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A Brief Take on Brexit and Emerging Markets
On Friday, June 24, financial markets around the world awoke to a post-Brexit hangover. The United Kingdom had voted to leave the European Union (EU), leaving many investors surprised, including me. I had believed the negatives of the United Kingdom
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Malaysia and Islamic Finance in Emerging Markets
The world of Islamic finance and investing represents an exciting world of opportunities for Muslims all over the world, and one we think should likely continue to grow. I recently had the pleasure of attending the Global International Islamic Finance
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A Vision for Saudi Arabia’s Future
Whenever I arrive in a country, I like to read the local press reports to see the issues of the day. In Saudi Arabia, it was clear that one of the biggest issues—if not the biggest issue—in the news was
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Will New Leadership Change the Outlook for the Philippines?
The Philippines, a nation in Southeast Asia made up of thousands of islands, has a new leader. After his opponents decided to withdraw from the election, Rodrigo Duterte was unofficially declared the country’s president. The question many investors are now
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A New Era for Argentina
My colleagues and I recently visited Argentina, which is undergoing a transformation after last year’s election ousted President Cristina Fernández de Kirchner, the wife of the previous President Nestor Kirchner. The center-right opposition candidate Mauricio Macri’s win with his “Let’s
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We Still Don’t See a China Hard Landing
After a long period of outstanding economic growth, many investors are now wondering about the future path of China’s equity market and its economy, with some making doom-and-gloom predictions. Although China’s gross domestic product (GDP) growth is slowing compared with
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Emerging Markets 2016 Outlook
December 30, 2015 In many respects, 2015 was a challenging year for investors in emerging markets. However, we consider many of the factors driving recent volatility to be temporary, and we are optimistic for the longer term due to several
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