Post Tagged with: "Mark Mobius"
Mobius: Still bullish on Emerging Markets
Mark Mobius is one of the most famous Emerging Markets investors and right now he is bullish on Emerging Markets despite a huge rally in shares from late last year. Mobius turned bullish right as shares troughed and has remained so ever since. Mobius likes the so-called ‘Frontier’ Markets more than the well established BRICs.
BRICS or CRIBS? – Meeting in Moscow to coordinate policy
Marc Chandler, Global Head of Currency Strategy at Brown Brothers Harriman has a good piece out today highlighting the differing economic policy agendas of the BRIC group (Brazil, Russia, India and China). In it he suggests CRIBS is a more appropriate moniker for the group as it is China and Russia leading the way for
Mobius: Emerging market stocks are breaking out
For a moment forget that Mark Mobius is talking his own book. He suggests in the video below that we are in the early stages of a new bull market for emerging markets. He does not suggest that it will be off to the races from the word go, however. Mobius thinks we are base-building right now
China is set up for a big fall
The punderati has been especially kind to China. As the global recession takes hold, the conventional wisdom has moved from the largely debunked de-coupling of China to a story where China slows, but much less so than the west. But is that really how things will play out
News Round-up
Updated throughout the day USCorrection: Unemployment Insurance Weekly Claims up 35,000 (U.S. Government, 5/1/2008)Unemployment Benefit Rolls Climb to 4-Year High (Bloomberg, 5/1/2008)Recession’s here, economist Kasriel says (Wilmette Life, 5/1/2008)New York Faces $5.1 Billion Budget Gap as `Worst Yet to Come’ (Bloomberg, 5/1/2008)Home Depot to close 15 stores and lay off 1,300 (Times of London, 5/1/2008)Mobius