Investment Adventures in Emerging Markets

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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

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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

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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.

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Perspective

South Korea’s Presidential Impeachment

President Park’s impeachment has important potential implications for the South Korean economy and market. Although the country has very strong Confucian traditions that have made it difficult to confront people of higher status, there has been movement toward reform and change in the society as a whole, and not only in government.

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Perspective

Will New Leadership Change the Outlook for the Philippines?

We think the Philippines appears to be in a demographic sweet spot, and the country should continue to grow as long as there’s no dramatic change in government policies and the path toward reform continues.

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Guest Bloggers

We Still Don’t See a China Hard Landing

China’s economic transition—along with incredible economic growth already experienced—has resulted in a much larger economy so that the percentage growth numbers will naturally decelerate going forward. In our view that’s not a reason to panic.

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Guest Bloggers

Meet My Team: Chetan Sehgal

With a large population base and underpenetrated nature of consumption, India remains one of the last bastions for real growth.

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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.

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History

Wuhan: China’s Travel Hub

News and entertainment I saw in China indicated to me that political changes are coming hard and fast.

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History

Exploring Culture and Companies in Changsha, China

It's clear to me that despite the tremendous amount of infrastructure building that has already taken place in China, there is a need for more.

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History

Travels in China: Nanning to Guiyang

While we’ve heard reports of falling real estate prices in some of the smaller (second- or third-tier) cities in China, we didn’t see widespread evidence of that; sales still seemed generally robust in the regions we toured.