Emerging markets guru Mark Mobius says he is finding global valuations “rather cheap”, and says he is finding a number of attractively priced stocks in Europe, Southeast Asia, China, and Africa. “Looking at companies around the world generally, we are finding that valuations look rather cheap right now,” Mobius says in an interview posted on […]
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Tag Archives: emerging markets
Arnott Looks to Emerging Markets, Thanks to Demographics, Deficits
March 14, 2012 
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PIMCO’s Rob Arnott says a major demographic shift means bad news for U.S. markets in the coming decades, though he says smart baby boomers will still be able to hit their retirement goals within a year or two of their original plans. Arnott tells The Wall Street Journal that this is the first year ever […]
Read moreWinters On How To Tap Into EM Growth, And Limit European Risk
November 21, 2011 0 Comments
Top fund manager David Winters says he’s finding value in Western companies with exposure to emerging markets, the type of companies that have helped his Wintergreen fund produce strong returns over the past few years. “We continue to see well-run companies with meaningful exposure to the growing markets of Asia, South America, and Africa selling […]
Read moreMobius Not Worried about Europe; High on Commodities
November 15, 2011 0 Comments
Emerging markets guru Mark Mobius says he’s not too worried about Europe’s financial woes triggering a global recession. “We just don’t see any cause for alarm in the sense of things completely drying up and there being a situation where nobody buys anything,” Templeton Asset Management’s Mobius told Bloomberg. “We don’t see a let-up in […]
Read moreArnott: We’re In Recession; Emerging Markets Attractive
October 19, 2011 0 Comments
Rob Arnott of PIMCO and Research Affiliates says there are “pretty high odds” that the economy is in the second dip of a double-dip recession, and thinks emerging market stocks are looking attractive. Arnott tells MarketWatch that he thinks the second dip into recession likely started around June, and that buying opportunities in the markets […]
Read moreMobius Sees Opportunity In Smaller Emerging Markets
September 9, 2011 0 Comments
While emerging markets like Brazil, China, and India get a lot of the attention, Templeton Asset Management’s Mark Mobius says smaller areas like Thailand, Indonesia, Chile, Poland, Romania, and Turkey are also intriguing areas right now. Mobius, who remains interested in the larger emerging areas as well, tells Yahoo!Finance’s Breakout that contrary to what some […]
Read moreMobius: EMs Offer Safety — If You Diversify
August 29, 2011 0 Comments
Templeton Asset Management’s Mark Mobius continues to say that emerging markets should be a safe haven for investors, but he stresses that a diversified approach to EMs is key. “A whole picture globally is that emerging markets will be the safest play,” Mobius tells The Economic Times. “Why? Because they are growing at three times […]
Read moreBolton: It’s a Buying Opportunity
August 9, 2011 0 Comments
Top U.K. fund manager Anthony Bolton says the recent tumult in global markets has created a buying opportunity in Asian markets. “I believe the recent stock market volatility reflects a familiar pattern during this bull market of short, but often very sharp set backs, within a bull trend,” Bolton says, according to the Financial Times. He […]
Read moreMobius: EMs Safer than Treasuries, Dollar
July 29, 2011 1 Comment
Templeton Asset Management’s Mark Mobius says the U.S.’s debt issues have made emerging markets a safer bet than U.S. Treasuries and the dollar, and says he doesn’t think another global recession is coming anytime soon. “The debt crisis in the U.S. and Western Europe puts emerging markets in a very strong position because their debt […]
Read moreWhy Herro Doesn’t Like EM Stocks
June 17, 2011 0 Comments
David Herro, one of Morningstar’s Fund Managers of the Decade, says he expects emerging market economies to continue to thrive. But he’s not high on their stocks. “Money has flooded into these areas, thereby making stocks in emerging markets relatively less attractive than those of developed markets,” Herro said on Bloomberg Television. “The growth story […]
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