The Winds of Market Change

September 11, 2012

As Mobius sees it, emerging markets are generally in a good fiscal position right now compared with some of the more debt-laden developed markets, and going forward, he believes economic growth rates in emerging markets should outperform developed markets.

-Mark Mobius, executive chairman, emgerging markets group, Franklin Templeton
-Michael Hasenstab, co-director, international bond department, Franklin Templeton


  • There's no question the status of economies in Europe is weighing on the entire financial system, but my view is that the situation should get better with time.
  • Looking at companies around the world generally, we are finding valuations looking rather cheap right now.
  • Despite the possibility of somewhat slower growth in the Chinese economy this year, there are a lot of companies with what we believe are good valuations and good earnings growth potential in China.
  • In my opinion if Greece can privatize state-owned enterprises, collect unpaid taxes and reduce the size of the government, it should have no need to raise taxes.

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