Investment Adventures in Emerging Markets

Card image cap
Perspective

On Travels and Travails

I recently made a stop in Canada and sat down with one of my colleagues to record a podcast. We talked at length about a range of topics, including my childhood, my career, what I’m excited about today and why I never plan to retire!

Card image cap
History

ASEAN’s Golden Anniversary

"The Association of Southeast Asian Nations (known as ASEAN) celebrated its 50-year anniversary in early August. I think ASEAN can continue to see progress as these economies continue to grow, and we welcome the opportunity to unlock investment opportunities there." - Mark Mobius

Card image cap
Perspective

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

Card image cap
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.

Card image cap
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.

Card image cap
History

A Travel Transformation in Emerging Markets

Traveling to and within emerging markets is now far easier and faster today than ever—in some places, gleaming airports and train stations even rival or surpass those of developed markets.

Card image cap
History

Art, Entertainment and Leisure in Asia

The growth of the middle class and rising incomes in many emerging markets means more discretionary income available for leisure pursuits from cinema to theme parks to new food choices to artwork and more. We think this area represents an interesting area of opportunity for investors—and one that’s quite fun to explore.

Card image cap
History

Celebrating a 30-Year Anniversary

At the core—people’s hopes and dreams for the future are more alike than not. I think this is a very important message to remember, particularly in the wake of nationalistic or populist movements that have been sweeping many places in the world today. We should not fear each other.

Card image cap
Guest Bloggers

Meet Our Team: Greg Konieczny

Among frontier countries in Eastern Europe, we view Romania as the most attractive market. There are bargains from a valuation standpoint, and good prospects for further initial public offerings of state-owned enterprises (SOEs) as well as private companies.

Card image cap
History

Positive Trends and Political Challenges in Poland

We hope that Poland’s leadership recognizes the need for continued reform and that its nationalistic sentiment does not come at the expense of growth, global trade and innovation.

Card image cap
History

A Spiritual Journey in Thailand

It’s our view that Thailand’s long-term economic and investment potential remains bright for many reasons, and once the Brexit shock starts to wear off, investors should recognize the unique differences among individual emerging markets.

Card image cap
History

The Red Tour: Nanchang to Fuzhou

We emphasize that investors should consider looking beyond China’s short-term market gyrations to the long-term potential that seems clearly evident—at least from our perspective.