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Posts Tagged ‘Mark Mobius’

Dipping a Toe Back Into the Market

March 2, 2012 Comments off

Many investors were leery about diving into the market last year, and who can blame them given global debt debacles, job and housing concerns, and a shaky growth outlook. While the market still faces these crosscurrents, the S&P 500’s best January performance in more than a decade 1 and the recent reprieve in a key measure of market volatility are providing  hints that gun-shy investors might be dipping a toe back in.

Easier said than done for some. After the rollercoaster that was 2011, trying to explain why now seems like a good time to venture back in still sounds a little crazy. But for those who are looking for some perspective, you’ve come to the right place. Read on for why Ed Jamieson, president/CIO of Franklin Equity Group®, Peter Langerman, president/CEO of Mutual Series®, Gary Motyl, president/CIO of Templeton Global Equity Group, and Mark Mobius, executive chairman of Templeton Emerging Markets Group, all think it might be time for investors to consider taking the plunge. In brief:

Gary Motyl: “We do expect the global GDP environment to remain challenging—looking for slower global GDP growth but still growth.”

Ed Jamieson: “The market appears more relaxed about world events than one might imagine.”

Peter Langerman: “If you look at one of the commonly referenced measures of volatility, the Chicago Board Options Exchange Market Volatility Index, or the VIX, we are actually at a level which isn’t that far above where we were all the way back in 2007.”

Mark Mobius:  “I don’t believe China’s economy is going to experience a hard landing. I expect the China plane will keep on flying.” Read more…

Emerging Markets: Yesterday, Today and Tomorrow

December 18, 2011 Comments off

Almost every market move these days seems to be tied to the latest headline coming from Europe. And the U.S.political deadlock on deficit reduction, high unemployment and fear of a recession are certainly not helping investor morale. But don’t give up just yet. While the ongoing turbulence in the markets has investors feeling more than a little edgy, the story of robust and resilient growth coming out of emerging markets seems cause for optimism.

Emerging markets have been widely hailed as the next great hope, so we at Beyond Bulls & Bears decided now is a good time to reflect on historical comments and share new insights from our two emerging market luminaries, Dr. Mark Mobius, Executive Chairman, Templeton Emerging Markets Group and Dr. Michael Hasenstab, SVP and Co-Director of the International Bond Department for the Franklin Templeton Fixed Income Group.

Read more…