Investment Adventures in Emerging Markets

Card image cap
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

Card image cap
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

Card image cap
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

Card image cap
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

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
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.

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
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.

Card image cap
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.

Card image cap
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.

Card image cap
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.