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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Tag Archives: emerging markets
Study: Emerging Markets Offer Diversification — But Not Through Funds
April 22, 2011
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In recent years, throngs of investors have piled into emerging market exchange-traded funds, with many seeking to diversify their portfolios by investing in a broad swath of emerging market companies. But, according to a new study, emerging market ETFs may actually have the reverse effect. The study, performed by The Brandes Institute, found that many [...]
Read moreMobius Envisions the Next Decade
March 14, 2011
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Templeton Asset Management’s Mark Mobius says he remains high on the “BRIC” countries — Brazil, Russia, India, and China — and says the Euro and Chinese Renminbi will likely play a greater role in world markets over the next decade. “I believe the Bric (Brazil, Russia, India and China) countries will continue to do quite [...]
Read moreWinters Taps Emerging Market Growth Via Europe
December 3, 2010
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Top fund manager David Winters says he’s trying to get exposure to emerging market growth, but he’s doing so in an unconventional way: by focusing on European stocks. Winters tells Bloomberg that he wants his shareholders to have exposure to the parts of the world “where people want everything we have and are willing to [...]
Read moreBogle on Why He Doesn’t Invest Internationally
October 22, 2010
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While many investors are focusing on emerging market stocks, which have done quite well in the past decade, Vanguard found John Bogle is skeptical of them. Bogle tells Morningstar that investors keying on such stocks may be suffering from “rowboat syndrome” — much like someone rowing a boat, they have their eyes on where they [...]
Read moreMobius: Be Ready for Emerging Market Correction
November 27, 2009
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Templeton Asset Management’s Mark Mobius says investors should be ready for a 20% correction in emerging market stocks, triggered by Dubai’s attempt to delay its debt payments and compounded by the devaluation of the Vietnamese currency. “This may be the trigger to allow for the market to take a rest and pull back,” Mobius told [...]
Read moreMobius on “Frontier” Markets
September 24, 2009
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Mark Mobius, manager of Templeton Emerging Markets Investment Trust says that emerging markets have a lot of room left to run, and that “frontier markets” — those in the very early stages of developing, like Vietnam, Romania, and Kenya — are “where it’s at”. Mobius tells the U.K.’s Telegraph TV that a big reason for [...]
Read moreTop U.K. Manager High on Emerging Markets
September 18, 2009
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Robin Geffen, one of the U.K.’s most successful fund managers, says that the balance of power is shifting in the global economy, and that emerging market nations offer opportunities for big investment returns in a post-financial-crisis world. Geffen, fund manager and managing director of Neptune Investment Management, says that in the decade leading up to [...]
Read moreMobius: Emerging Markets Due for Pullback, and then Big Surge
August 12, 2009
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Templeton Asset Management Executive Chairman Mark Mobius says that emerging market stocks are due for a significant correction in the short term, but will likely soar to new highs by the end of next year. Mobius told Dow Jones Newswires that with companies’ earnings remaining weak, the recent rise in stock prices means “valuations are [...]
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