Investment Adventures in Emerging Markets

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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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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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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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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

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.

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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.

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Perspective

China and Shadow Financing

While the year ahead is certain to bring challenges, we remain optimistic about investing in China and the many opportunities we see in various sectors of the economy. The growth in financial services is just one area representing the boom in consumer-oriented products and services we expect to continue in China.

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Perspective

Emerging Markets Q4 2016 Recap: A Wobbly Quarter, but Reasons for Optimism

We think emerging markets remain at the forefront of the world’s most vibrant and fastest-growing economies, with overall GDP growth rates that have been comfortably in excess of the developed world for many years, despite much publicized slowdowns in certain countries.

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Guest Bloggers

Emerging-Market Equity 2017 Outlook

On balance, although we are mindful of the potential for volatility and watchful for the risks, we believe sentiment toward emerging markets could continue to become more positive.

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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

Progress and Improving Sentiment in China

For China’s domestic A-share market, higher participation from foreign investors, especially institutional investors, is a positive development as it can provide greater breadth in the near term and, longer term, can help drive the push for better corporate governance, a better regulatory framework and stricter enforcement.