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 [...]
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Tag Archives: emerging markets
Mobius Not Worried about Europe; High on Commodities
November 15, 2011
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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
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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
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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
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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
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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
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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
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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 [...]
Read morePaulsen Sees Strong Growth in Second Half; Likes EM Stocks
June 9, 2011
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Jim Paulsen, chief investment strategist at Wells Capital Management, is expecting 4% economic growth in the second half of the year, and says he’s keying on cyclical stocks that have been hit recently on worries about the economy. Paulsen also tells Yahoo! Finance’s Breakout that his favorite area is emerging market stocks. He thinks emerging [...]
Read moreFisher Sees Change in Leadership; Dumps Emerging Market Stocks
May 18, 2011
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Saying that investors have gotten too bullish on emerging markets, Kenneth Fisher sold more than $1 billion in emerging market exchange-traded funds in the first quarter. “This is about sentiment having gotten too ebullient, too sanguine,” Fisher tells Bloomberg. “Things that lead a bull market early on reach a period at some point, which we [...]
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