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Archive for the Mark Mobius Category

China Baby Boom Wagers Go Bust on Child Cost Burden – Bloomberg 08-20-14

Salient to Investors: Living costs in China are deterring couples from having more than one child as less than 3 percent of the 11 million couples applied for permission by the end of May. The UN said China’s fertility rate of 1.66 versus the 2.1 needed to sustain population levels

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Emerging ETFs Turn Positive for 2014 as Outflows Reversed Bloomberg 07-25-14

Salient to Investors: Flows into emerging-market ETFs have turned positive for the year, reversing outflows in the first 2 1/2 months of 2014. The most inflows in 2014 have gone to India-focused ETFs. Investors have withdrawn $1.5 billion from China-targeted ETPs over concern over economic imbalances there. The RSI of the BlackRock ETF

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Mobius Shuts Frontier Fund to New Investors on Record Inflow – Bloomberg 09-25-13

Salient to Investors: The Templeton Frontier Markets Fund closed its fund to new money, as record cash inflows turned frontier markets into the world’s best performers in 2013 – the MSCI Frontier Markets Index is up 13 percent in 2013 versus a 4.6 percent drop in the MSCI Emerging Markets Index.

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Mobius: Gold Prices to Rise in Long Term – Bloomberg 07-30-13

Salient to Investors: Mark Mobius at Templeton Emerging Markets said the dissonance between actual demand and the derivative market is causing gold price volatility, but long-term rising physical demand determines prices and they will trend upwards. Read the full article at  http://www.bloomberg.com/video/mobius-gold-prices-to-rise-in-long-term-IQBRF2vPQ7uZSFxx5Fk~4g.html Click here to receive free and immediate email alerts of the latest

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Mobius Says Macau Casinos to Expand On Family Push – Bloomberg 04-22-13

Salient to Investors: Mark Mobius at  Templeton Emerging Markets is holding and buying Macau gambling stocks as Macau will gain from expanding family entertainment and become China’s premier destination for leisure and entertainment. Read the full article at http://www.bloomberg.com/news/2013-04-23/mobius-says-macau-casinos-to-expand-on-family-push.html Click here to receive free and immediate email alerts of the latest forecasts.

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Best Stock Pickers Trawl Frontier Markets as U.S. Funds Lose – Bloomberg 02-01-13

Salient to Investors: Stocks in the least-developed markets are producing annual returns at least 7 percent higher than mutual fund managers around the world. Carlos von Hardenberg at Franklin Templeton Investments said their companies are overlooked and under-owned. Sam Vecht at BlackRock Frontiers Investment Trust is much more positive on frontier countries

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Mobius Buying More Malaysian Stocks; May Sell Indonesian Banks – Bloomberg 01-07-13

Salient to Investors: Mark Mobius at Templeton Emerging Markets says the Malaysian administration has been very good for the markets and will continue to be so, and is buying more Malaysian shares on the country’s economic growth prospects. Mobius is possibly cutting back on Indonesian banks and Indian natural-resources stocks due to valuations. The Jakarta Finance Index

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BRIC Dominance Fades as State Meddling Curbs Equity Returns – Bloomberg 12-31-12

Salient to Investors: John-Paul Smith at Deutsche Bank said stocks in the major developing markets will again lag global equities in 2013 – China has focused on increasing the pool of buyers for Chinese assets, rather than boosting the role of free markets and privately run companies in the broader economy. Smith prefers cash to BRIC

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Mobius Says Emerging Stocks to Rise as Fed Spurs Hunt for Return – Bloomberg 12-12-12

Salient to Investors: Mark Mobius at Templeton Emerging Markets said: Developing-nation equities will climb in 2013 on low debt levels, high foreign exchange reserves, economic growth that may average 5 percent in 2013, central banks adding money to the financial system. Low interest rates make equities very attractive. sending institutions et al on an incredible hunt for returns, including frontier

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Global Economy in Twilight Zone as Stocks Suggest Growth1 – Bloomberg 09-18-12

Salient to Investors: Joachim Fels at Morgan Stanley said: It won’t take much to tip the world into a global recession Central banks in Europe, China, U.K. and Japan will further ease, thereby supporting asset prices, preventing deflation, helping avert sovereign defaults and maintaining economic growth. Central banks on their own cannot bring a sustainable

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