Investment Adventures in Emerging Markets

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Perspective

Back to Brazil

"Brazil has only recently emerged from a prolonged recession and its challenges, including corruption scandals within the government and corporations, are certainly well known. However, Brazil’s economy is large and holds many potential opportunities for investors amid a backdrop of improving fundamentals.” - Mark Mobius

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Perspective

China Clears Way for More Foreign Participation

"It appears China’s leadership continues to pursue key reforms, and not only in the area of finance. We welcome its efforts to further liberalize all areas of the economy and market." - Mark Mobius

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History

Finding My Roots in Germany, and a Piece of Musical History

"While emerging markets have been my area of focus for several decades, I also travel extensively to developed countries, too. It’s quite enlightening to see how once 'emerging' countries still cherish their heritage. On my most recent trip to Europe, I decided to take some time off to visit my father’s hometown of Erlbach near Dresden, Germany." - Mark Mobius

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Guest Bloggers

Eastern Europe and the Polish Surprise

"Emerging Europe is a quite broad and diversified region. We think there are a variety of excellent investment opportunities there, but only if companies and country exposures are carefully selected. This has been quite evident this year when you look at the performance of equity markets across the region.” - Greg Konieczny, Templeton Emerging Markets Group

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Guest Bloggers

Structural Growth Drivers Behind Emerging-Market Economies

“Emerging markets are no longer one-dimensional. We are seeing the cultivation of a new generation of innovative companies located in emerging markets—diversifying emerging-market economies and the opportunities for investors.” - Carlos Hardenberg, executive vice president and managing director, Templeton Emerging Markets Group

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History

Croatia’s Many Cultural Ties

"Unique things and good taste have not gone out of style in Croatia. It isn’t surprising that travel and tourism are a big part of Croatia’s economy, given its beautiful beaches, great food and mild weather.”- Mark Mobius

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Perspective

Emerging Markets Third-Quarter Recap: A Stellar Rally

“Overall, we believe the investment case for emerging markets continues to center around demographics, a rising middle class and domestic consumption. The most striking development recently, though, is the dramatic transformation of many emerging-market companies that used to depend on ‘old-economy’ models.” – Mark Mobius

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Guest Bloggers

China’s Congress Convenes

“As one of the world’s most populous countries, China’s people and government have been striving to attain higher economic achievements. This drive has given rise to many new companies with new business models not seen in any other markets before. China is a frontier market in this sense.” - Eddie Chow, Templeton Emerging Markets Group

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Perspective

Scoping out South Korea’s Investment Landscape

"Technology was a big theme running through many businesses in South Korea. We saw the use of new technologies having an impact in many ways, from robotics on factory floors to the use of 3D scanners and printers in dental offices.” - Mark Mobius

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Perspective

Business and Politics in South Korea

“Some commentators say that it is very difficult for South Korea to break the tie between politics and business, but we have seen corporate governance undergoing substantial change as a result of recent scandals." - Mark Mobius

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Perspective

Tensions Rise on the Korean Peninsula

"The world is watching the Korean peninsula. The situation between North and South Korea has been tense for a long time, but it has been escalating amid increasingly bold rhetoric and threats from the leaders of North Korea and the United States." - Mark Mobius

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Guest Bloggers

Emerging Markets in the Digital Age

My colleagues and I have been actively speaking about the evolution taking place in many emerging markets over the past few decades. We’ve seen dramatic shifts occurring, with the often one-dimensional economic models of the past giving way to new and diverse growth drivers. This evolution includes the rapid embrace of new technologies and the rapid digitalization of economies. Carlos Hardenberg, senior vice president and managing director at Templeton Emerging Markets Group, further addresses the topic.