Mobius Sees Continued Volatility, But Good Returns

Templeton Asset Management’s Mark Mobius sees more volatility for global markets in 2012, but expects stocks to fare well over the longer term. “Taking a five year view, we expect all markets to do well,” Mobius writes in The Economic Times. “The key is to find undervalued companies that are well capitalized, and have a unique and competitive product range. Companies that are paying solid and sustainable dividends are especially attractive. The next few years… Read More

Mobius Sees Euro Crisis Ending Mid-2012

Templeton Asset Management’s Mark Mobius says the European debt crisis isn’t as bad as many believe, and he expects it to be resolved in mid-2012. “The European crisis isn’t as deep and terrible as people think,” Mobius told the Brazilian newspaper Valor Economico, according to CNBC.com. “Nations there are in a process of negotiations and that takes time.” Mobius added that the size of derivatives contracts tied to European government debt is a real risk… Read More

The Gurus Dig Deep For Resource Plays

In his latest article for Nasdaq.com, Validea CEO John Reese takes a look at some natural resource-related stocks that look attractive right now.  “With the world population continuing to rise, global economies running for the most part on non-renewable resources, and central banks injecting huge sums of money into the financial system in recent years, some of the world’s most successful investors have been bullish on natural resource-related stocks recently,” writes Reese, listing Jeremy Grantham,… Read More

Mobius Not Worried about Europe; High on Commodities

Emerging markets guru Mark Mobius says he’s not too worried about Europe’s financial woes triggering a global recession. “We just don’t see any cause for alarm in the sense of things completely drying up and there being a situation where nobody buys anything,” Templeton Asset Management’s Mobius told Bloomberg. “We don’t see a let-up in demand. Governments around the world continue to pump money into the system and interest rates are low.” Mobius said he… Read More

Mobius on Commodities, China, The Euro, and Nigeria

Templeton Asset Management’s Mark Mobius says he expects commodity prices to continue to rise, both because he thinks the Federal Reserve will continue to pump more money into the economy, and because of growing demand in emerging market economies. Mobius also says he thinks Chinese growth will remain solid, and discusses why he thinks the Euro will remain in tact and why he’s high on Nigerian investments. [youtube=http://www.youtube.com/watch?v=U4CTUzX2I8I]

Mobius Sees Opportunity In Smaller Emerging Markets

While emerging markets like Brazil, China, and India get a lot of the attention, Templeton Asset Management’s Mark Mobius says smaller areas like Thailand, Indonesia, Chile, Poland, Romania, and Turkey are also intriguing areas right now. Mobius, who remains interested in the larger emerging areas as well, tells Yahoo!Finance’s Breakout that contrary to what some argue, there is a relationship between economic growth and stock market performance. That makes emerging markets the place to be,… Read More

Mobius: EMs Offer Safety — If You Diversify

Templeton Asset Management’s Mark Mobius continues to say that emerging markets should be a safe haven for investors, but he stresses that a diversified approach to EMs is key. “A whole picture globally is that emerging markets will be the safest play,” Mobius tells The Economic Times. “Why? Because they are growing at three times faster than the developed countries, their debt to GDP levels are lower, their foreign exchange reserves are higher.” But, he… Read More

Mobius: EMs Safer than Treasuries, Dollar

Templeton Asset Management’s Mark Mobius says the U.S.’s debt issues have made emerging markets a safer bet than U.S. Treasuries and the dollar, and says he doesn’t think another global recession is coming anytime soon. “The debt crisis in the U.S. and Western Europe puts emerging markets in a very strong position because their debt to GDP ratios are much lower than the developed countries and their foreign reserves are greater than the developed countries,”… Read More

Mobius Looks to Consumer, Commodity Stocks

Templeton Asset Management’s Mark Mobius says he’s high on consumer and commodity stocks because they can survive another financial crisis — which he says is inevitable because the causes of the 2008 crisis haven’t been addressed. “The problem in talking about another crisis is that no one knows when it will happen,” he says. “It could happen next year, it could happen five years from now. So we have to be invested. So what we… Read More

Mobius Sees Derivatives Leading to Another Crisis

Templeton Asset Management’s Mark Mobius says the continuing use and growth of derivatives in financial markets is going to lead to another financial crisis. “There is definitely going to be another financial crisis around the corner because we haven’t solved any of the things that caused the previous crisis,” Mobius says, according to Bloomberg. “Are the derivatives regulated? No. Are you still getting growth in derivatives? Yes.” Mobius says, however, that crises mean opportunity. “With… Read More