mark mobius

Mark Mobius: Tsunami Won’t Impact Emerging Markets

by Barron Maestro on April 11, 2012

Mark Mobius - Franklin TempletonCNBC’s Becky Quick interviewed Mark Mobius this morning. Mobius is a global investor and emerging markets fund manager, and is considered to be one of the leaders in the industry as he has been involved in these markets for over 40 years (according to Wikipedia).

Quick questioned Mobius on whether this spring season was a tipping point for the markets like it had been in the past couple of years. Mobius responded that he believed we were in pretty good shape for the emerging markets which have outperformed other markets so far this year.

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Mark Mobius Says the European Crisis Isn’t Terrible

by Barron Maestro on December 23, 2011

Mark Mobius - Franklin TempletonAmongst the shrill of voices calling for the complete and utter destruction of the European economy, the calming voice of Mark Mobius, chairman of Franklin Templeton’s Emerging Markets Group, says there is nothing to worry about. He expects the crisis to be resolved by the middle of this summer.

However, Mobius did see one major risk to investors.

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Franklin Templeton’s Mark Mobius was interviewed regarding his views on the current investment landscape by CNBC and Reuters Insider. Mobius felt there wouldn’t be a double-dip recession because of his interpretation of what Ben Bernanke recently said.

Regarding a QE3 program, Mobius is confident it will be implemented by the Fed soon. It won’t be called QE3, but “that’s the reality,” according to Mobius.

Mobius said we are definitely going to see growth in the U. S. and other parts of the world and we’ll see a surge in the Purchasing Managers Index (PMI) as a result of recent easing.

Mobius made some interesting comments regarding emerging markets in both interviews.

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Mark Mobius: Valuations Look Very Attractive

by Barron Maestro on August 5, 2011

Mark Mobius, foreign investing guru, is of the opinion that the Indian share market will outperform other emerging markets. In an interview by The Economic Times, Mobius said India has a tremendous future over the long term.  Regarding the current market turmoil Mobius doesn’t believe the correction will get too deep.

Regarding gold, Mobius feels it is not in a bubble.  He thinks it provides an alternative to shaky currencies.  Mobius further stated:

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Global investing guru Mark Mobius said the U. S. dollar and Treasury bonds are no longer the safe havens in the investing world.  Mobius prefers emerging markets in the current environment and is also bullish on commodities and gold.  In dollar terms he expects commodities to make progress over time.

Mobius doesn’t expect a global recession to develop as consumers worldwide have cash and the propensity to spend it.  He is bullish on the prospects of China, India and Russia whose stocks have been relative Click To Continue →

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Emerging markets guru Mark Mobius said if U.S. policymakers “don’t extend the debt ceiling it will be quite positive for the demand of other currencies” and emerging market stocks as investors seek diversification.  The odds of this actually occurring appear to be extremely low.

Mobius considers the best opportunities in the emerging world to be in Asia.  Mobius would buy Philippine stocks if prices dropped there.

Read More: SFGate

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Mark Mobius Believes in the Euro’s Future

June 16, 2010

In a recent interview, Mark Mobius, Templeton Asset Management, said he believes the recent emerging markets correction is a pause in a continuing bull market. Mobius thought the Euro would be “great” in the long run, but member countries would need to control government spending. He further added as far as growth is concerned, Asia [...]

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Mark Mobius and Jim Rogers Agree That Greece Should Fail

May 5, 2010

In other words, a bailout of Greece makes no sense. When companies and countries are fiscally irresponsible it makes no sense to bail them out. Both Mark Mobius and Jim Rogers agree that although the euro may decline initially, forcing Greece to follow an austerity plan will be better for the currency in the long [...]

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Mark Mobius: China’s Stock Market May Be Largest in 3 Years

November 3, 2009

Nicholas A. Vardy, Editor, The Global Guru, writes that it doesn’t matter if the U. S. is in decline, the rise of the rest of the world will create growth opportunities for investors. He specifically cites the case of the emerging markets which have 30% of the world’s population. Vardy notes that China’s car market [...]

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Mark Mobius, "…recovery is on the way now"

August 25, 2009

Mark Mobius, executive chairman, Templeton Asset Management, along with several other panelists, was recently interviewed by William Thomson. Mobius said the crisis in the banking system was real, but it didn’t effect the industrial economy to the same degree. Mobius was positive about the growth prospects for China despite the risk of a significant set-back [...]

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