Templeton Asset Management’s Mark Mobius says he remains high on China, despite the recent disappointing GDP report from the Asian giant. ”The new administration in China is now just getting its game going,” Mobius tells CNBC. “Once they get going, you’re going to see a lot more investment taking place, a lot more activity in the […]
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Tag Archives: Mark Mobius
Mobius: China and Europe Fears Overwrought
October 16, 2012 
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Emerging markets guru Mark Mobius says he thinks people are too pessimistic on China and Europe. “If you look at independent statistics as related to China — for example, exports from the West, from Japan, from Germany to China — you will see that the growth rates are very healthy,” Mobius tells Fortune. He says […]
Read moreMobius High on Coal
September 28, 2012 0 Comments
Templeton Emerging Markets Group’s Mark Mobius says he’s bullish on Chinese coal companies. “These companies are not only mining but also producing power and the demand for power is insatiable in China and everywhere else in the world,” Mobius tells Bloomberg. His funds currently hold shares of coal companies Shenhua, Yanzhou Coal Mining Co., and […]
Read moreMobius Likes Eastern Europe, Africa, and Other Regions
September 11, 2012 0 Comments
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 […]
Read moreMobius on the Lure — and Risks — of Frontier Markets
July 10, 2012 0 Comments
Templeton Asset Management’s Mark Mobius says a number of frontier markets across the globe are offering intriguing opportunities for investors — but that patience is a must for those who venture into these areas. “I view frontier markets as having tremendous potential for long-term investors, if — and this is a big ‘if’ — you […]
Read moreMobius Talks Emerging Markets
June 21, 2012 0 Comments
Templeton Asset Management’s Mark Mobius says emerging market stocks are in a “sweet spot” valuation-wise. Mobius tells Bloomberg that on average EM stocks are trading for just 10 times earnings, a very low figure when compared to historical norms. He says he’s particularly high on equities in China, Russia, Turkey, and Thailand, and African frontier […]
Read moreMobius Turns to Africa
May 30, 2012 0 Comments
Templeton Asset Management’s Mark Mobius is finding a good deal of value in a place not known for great investments: Africa. Mobius tells Investors Chronicle that he’s high on telecoms, natural resources and consumer products in Africa, and is particularly bullish on banking stocks. “Banking in Africa is growing at a torrential pace and provides an […]
Read moreMobius Bullish on Europe
April 26, 2012 0 Comments
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 […]
Read moreMobius: Low Yields and Inflation Will Push Money Into Stocks
March 22, 2012 0 Comments
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 0 Comments
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 […]
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