Investment Adventures in Emerging Markets

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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!

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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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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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Brazil and Other Bright Spots in Latin America

In general, we think fears about economic relations between the United States and Mexico completely breaking down are probably overdone.

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Perspective

Emerging Markets Q3 Recap: Sentiment Remains Strong

Companies in the consumer-related sectors and information technology are particularly attractive to us in the current environment, especially as technology is becoming more integral and competitive in emerging markets.

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Guest Bloggers

Brazil on the Olympic Stage

There is certainly a risk that Brazil’s political challenges could be prolonged, but the last few months have shown us that there appears to be tremendous support in Brazil’s Congress and among its population in general for a new kind of agenda, one that not only modernizes the state but also modernizes the economy.

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Perspective

Emerging Markets Q2 2016 Recap: Brexit Could Offer Silver Lining for Some

Generally speaking, the Brexit event actually brightens our view of emerging markets and the investment potential we see for the long term.

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Perspective

Brazil’s Olympic Ambitions

It’s important to remember that Brazil is still in the early stages of developing a viable political and economic structure, and these types of transitions aren’t always smooth.

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Perspective

Challenges and Opportunities Facing Brazilian Companies

Brazil has great potential to improve its economic standing, but we aren’t alone in stating that policies need to change. We can’t predict when this will happen, so investors there need to be patient.

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Perspective

Has Brazil Bottomed?

I am confident reforms will take place in Brazil, although they won’t happen overnight. Investors in such situations have to learn to be patient.

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A Balancing Act

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Order and Progress on the Rise in Brazil