Templeton Asset Management’s Mark Mobius says he is upping his exposure to European stocks, despite the continent’s lingering debt woes. “The stocks in the European countries have gone down excessively as a result of the bad news emanating from this crisis and we find good investment opportunities at bargain price and we are increasing the [...]
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Tag Archives: Mark Mobius
Mobius: Low Yields and Inflation Will Push Money Into Stocks
March 22, 2012
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Templeton Asset Management’s Mark Mobius says that the combination of low-yielding fixed-income investments and looming inflation fears will have investors moving out of Treasurys and into stocks. “People are now beginning to realize that they cannot be sitting on bonds that are paying one, two or even three percent, when inflation is running higher than [...]
Read moreMobius: Russia “Too Cheap To Ignore”
March 12, 2012
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While Russian stocks struggled mightily last year, Templeton Asset Management’s Mark Mobius says they are the most attractive of the “BRIC” nation equities in 2012. Mobius tells Investment Week that the Russian market “is still extremely cheap … trading at an average P/E ratio of below 10, which is too cheap to ignore,” and says [...]
Read moreMobius On Attractive Frontier Markets
March 8, 2012
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Templeton Asset Management’s Mark Mobius says that stimulus efforts by central banks around the world are helping to push funds into frontier markets. He tells Bloomberg that he’s high on stocks in frontier markets like Nigeria, Vietnam, Kazakhstan, Romania, Saudi Arabia, and Egypt. He also talks about how tensions between Iran and the West and [...]
Read moreMobius: A Lot to Like in Brazil
February 14, 2012
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Templeton Asset Management’s Mark Mobius is bullish on Brazil, saying a number of factors are making the Latin American giant an attractive spot for investors to look. “The country’s motto ‘Ordem e Progresso’ (Order and Progress) is finally being realized after an economic history that hasn’t always been very orderly,” Mobius writes on his company [...]
Read moreMobius Sees Soft Landing For China, Increasing Role For Renminbi
January 26, 2012
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Emerging markets guru Mark Mobius says he sees a soft landing for China, and thinks it is “very possible” that the country’s renminbi will become one of the world’s reserve currencies by 2020. “The high-growth economies of China and other emerging Asian and Latin American countries lost some momentum as 2011 wore on, but to [...]
Read moreMobius Sees Continued Volatility, But Good Returns
January 5, 2012
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Templeton Asset Management’s Mark Mobius sees more volatility for global markets in 2012, but expects stocks to fare well over the longer term. “Taking a five year view, we expect all markets to do well,” Mobius writes in The Economic Times. “The key is to find undervalued companies that are well capitalized, and have a [...]
Read moreMobius Sees Euro Crisis Ending Mid-2012
December 21, 2011
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Templeton Asset Management’s Mark Mobius says the European debt crisis isn’t as bad as many believe, and he expects it to be resolved in mid-2012. “The European crisis isn’t as deep and terrible as people think,” Mobius told the Brazilian newspaper Valor Economico, according to CNBC.com. “Nations there are in a process of negotiations and [...]
Read moreThe Gurus Dig Deep For Resource Plays
December 12, 2011
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In his latest article for Nasdaq.com, Validea CEO John Reese takes a look at some natural resource-related stocks that look attractive right now. “With the world population continuing to rise, global economies running for the most part on non-renewable resources, and central banks injecting huge sums of money into the financial system in recent years, [...]
Read moreMobius 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 [...]
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