Top fund manager David Winters says he’s finding value in Western companies with exposure to emerging markets, the type of companies that have helped his Wintergreen fund produce strong returns…
Tag: emerging markets
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…
Arnott: We're In Recession; Emerging Markets Attractive
Rob Arnott of PIMCO and Research Affiliates says there are “pretty high odds” that the economy is in the second dip of a double-dip recession, and thinks emerging market stocks…
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…
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…
Bolton: It's a Buying Opportunity
Top U.K. fund manager Anthony Bolton says the recent tumult in global markets has created a buying opportunity in Asian markets. “I believe the recent stock market volatility reflects a…
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…
Why Herro Doesn't Like EM Stocks
David Herro, one of Morningstar’s Fund Managers of the Decade, says he expects emerging market economies to continue to thrive. But he’s not high on their stocks. “Money has flooded…
Paulsen Sees Strong Growth in Second Half; Likes EM Stocks
Jim Paulsen, chief investment strategist at Wells Capital Management, is expecting 4% economic growth in the second half of the year, and says he’s keying on cyclical stocks that have…
Fisher Sees Change in Leadership; Dumps Emerging Market Stocks
Saying that investors have gotten too bullish on emerging markets, Kenneth Fisher sold more than $1 billion in emerging market exchange-traded funds in the first quarter. “This is about sentiment…