Mark Mobius @ Franklin Templeton is out with his 4Q review, and here’s his thoughts on Thailand and the link to the article for his thoughts on the rest of the Emerging Markets Thailand could see some weakness in economic activity due to the one-year period of mourning following the passing of its king in […]
Read More →This is a fact that several of us here know and love, Small/mid cap’s are, have always been, and will most likely continue to be under-researched, under-covered, it’s just the nature of the business. The clever folks over at Franklin Templeton have just put out a short research paper on it, here are some snippets and […]
Read More →Bill Gross – Monopoly The latest paper from Bill Gross is focused on credit, credit growth and a usual critique of central bankers. So why bother with this? Well it’s a good concise argument that slow credit growth has led to sub-optimal global GDP growth and perhaps the original methods of running a central bank […]
Read More →Small caps, mid caps, love them there are always opportunities to be found like a pig hunting for truffles. Mobius put a nice little paper sharing his team’s viewpoints on SMIDs in the region, here are some snippets and a link to the rest of the article. Small caps generally have low foreign ownership levels […]
Read More →A nice little op-ed from Mark Mobius post the fed decision to not increase rates and its impact on emerging markets. See below for snippets and a link to the full article In contrast to the Fed, central banks in emerging markets generally are not considering the question of raising interest rates in their home […]
Read More →Mobius makes a few good points in his latest commentary on emerging markets vs advanced markets, here’s a few nuggets and a link to the full article. Growth in emerging markets has outpaced growth in developed markets by more than double People under the age of 40 are typically entering the most productive years of […]
Read More →Dr. Mobius has been a long term investor in Thailand and almost always pops up with a commentary during times of turmoil here (which appears to be every 2 years ever since I begun working here in 2004). In this piece he covers the infrastructure bill, Thailand’s economic resilience, and below is his comments on […]
Read More →Fantastic new commentary out by Mark Mobius, he goes into talking about the fundamentals, foreign reserves and investment sentiment in emerging markets, see below for a snippet. According to the GISS, 58% of investors residing in developed markets believe their local stock market will be up this year, but investors in emerging markets were even […]
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