Investment Adventures in Emerging Markets

Travels in Myanmar: A New Frontier

"While Myanmar faces some challenges, I’m excited to see what the future brings, and encourage travelers to explore its many cultural charms.” - Mark Mobius

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Perspective

Las Vegas, Macau and the Future of Work

"Our team is keenly interested in the consumer space in emerging markets and we have been exploring companies involved in leisure and entertainment, including tourism, for potential investment opportunities. It’s interesting to see the development of new theme parks, hotels, resorts and the like springing up in emerging markets—and how similar or different they are from those in developed markets." - Mark Mobius

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Guest Bloggers

Mid-Year Outlook: The Resurgence of Emerging Markets

“The factors many investors have historically found attractive about the [emerging market] asset class have come back into play, including stronger earnings growth and robust consumer trends. While areas of risk remain, our view is we are still in the early innings of the emerging-market earnings growth upturn.” - Mark Mobius, Stephen Dover, Carlos Hardenberg and Chetan Sehgal

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Guest Bloggers

An Active Look at Small-Cap Investing

At Templeton Emerging Markets Group, we believe emerging market (EM) small-capitalization (small-cap) stocks represent an attractive proposition in the current investment climate. However, there are some common misconceptions regarding the asset class that conceal key strengths we believe an active manager could capitalize on.

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Perspective

Emerging Markets Second-Quarter 2017 Recap: The Streak Continues

We believe emerging markets continue to offer superior growth potential compared with developed markets. The long-term trend of increased consumer penetration and improving affluence, leading to a shift to more premium products and services, should continue to bode well for these markets in the future.

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History

Looking Back 20 Years: Lessons of the Asian Financial Crisis

It is our job to differentiate the individual investment opportunities we see on a case-by-case basis, and use times of inevitable panic to pick up bargains where we see sound footing and good prospects.

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Perspective

China: Building Roads to the Future

With the upcoming 19th Communist Party Congress this autumn, I think it will be important for [China’s] President Xi to seek to ensure financial stability and to demonstrate that he is capable of presiding over a stable financial system.

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Perspective

Readers’ Questions Answered

Cashless payment is developing at high speed. I experience electronic payment systems nearly everywhere in the world I visit, particularly in Asia. It’s a wave of the future that can’t be stopped, not only because it is so convenient and efficient, but because the rise of Internet shopping and banking makes such technology essential.

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Guest Bloggers

Busting the Frontier-Market Myths

"There are a number of urban myths about frontier markets. We think these myths may have caused investors to overlook them in favour of developed or traditional emerging-market alternatives."

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Perspective

Brazil’s Political Bumps

Mark Mobius offers his perspective on Brazil’s latest political turmoil and the importance of taking a long-term view as an investor in emerging markets.

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Perspective

Reform and Reflation in China

Mark Mobius and Eddie Chow offer some on-the-ground perspective on the ups and downs of China’s stock market and issues affecting investors there.

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History

South Korea Votes for Change

Voters across the globe seem to be clamoring for change, and South Korea’s presidential election may be viewed as another example. Moon Jae-in, considered a left-leaning liberal, won the presidential election in South Korea. The victory is significant because of his political stance on a number of issues as well as his background.